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Illustration: HubSpot Training course

HubSpot Training: Mastering Customer Relationship Management (Beginner)

This training course provides a practical introduction to HubSpot and helps participants adopt a clear and efficient methodology
to manage customer relationships on a daily basis. Learners will discover how to structure a clean contact database, track interactions,
capture leads, communicate with their audience, automate essential actions, organize customer requests, and measure performance using dashboards.
By the end of the course, participants will be able to configure a consistent HubSpot environment and use it operationally in a business context.

2 days 9:00 a.m. to 4:30 p.m. Online, Montreal, Quebec City

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The HubSpot Training course at a glance

Length
2 days
Schedule
9:00 a.m. to 4:30 p.m.
Format
Live virtual class or in person in Montreal and Quebec City
Audience
Tous
Price
$1,381 per participant, or $1,173 for public bodies and non-profits (plus taxes)
Language
English

Doussou Formation and HubSpot Training: key facts

Upcoming HubSpot Training sessions

Online

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Montreal

Hôtel Zéro 1 · 1, boulevard René-Lévesque Est

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Quebec City

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HubSpot Training course outline

Understanding the Logic of a Modern CRM

  • The role of a CRM in an organization: objectives, benefits, and limitations
  • Differences between CRM, marketing automation, and sales tools
  • Overview of HubSpot (CRM, Marketing, Sales, Service) and common use cases
  • Best practices: adoption, data quality, and follow-up discipline

Getting Started with the HubSpot Environment

  • Interface discovery: navigation, menus, views, and search
  • Essential settings: profile, company details, preferences, units
  • User management: roles, access rights, and security principles
  • Work organization: dashboards, shortcuts, and startup methodology

Structuring Your Customer Database

  • Creating and managing contacts, companies, and associations
  • Understanding properties: standard fields, custom fields, field types
  • Data import and cleanup: formats, duplicates, and consistency rules
  • Effective segmentation: filters, views, and lists for targeting

Centralizing Interactions and Customer Follow-Up

  • Activity timeline: notes, emails, calls, meetings, and traceability
  • Task creation and management: priorities, reminders, organization
  • Managing interaction history: search, sorting, and key information
  • Daily routine: a simple method to ensure nothing is missed

Capturing Leads Effectively

  • Conversion principles: visitor → lead → contact journey
  • Form creation: fields, validation, messages, and best practices
  • Website integration: tracking, embedding, and data consistency
  • Conversion pages: structure, calls to action, and compliance principles

Communicating with Your Contact Database

  • Campaign preparation: objectives, audience, messaging, and scheduling
  • Email creation: content, subject lines, personalization, segmentation
  • Best practices: deliverability, consent, frequency, and quality
  • Performance analysis: open rates, clicks, and optimization opportunities

Automating Simple Actions

  • Understanding automation: triggers, conditions, and actions
  • Basic automations: notifications, assignment, follow-up, reminders
  • Structuring a simple journey: post-form or post-interaction automation
  • Best practices: avoiding over-automation, testing, and monitoring

Organizing Support and Request Follow-Up

  • Structuring customer request handling: tracking logic and priorities
  • Centralizing exchanges: traceability and internal collaboration principles
  • Organization methods: categories, statuses, and urgency levels
  • Continuous improvement: standardizing responses and reducing delays

Measuring and Managing Performance

  • Defining relevant KPIs: acquisition, conversion, follow-up, engagement
  • Dashboards: reading, widgets, and essential indicators
  • Interpreting results: trends, anomalies, and corrective actions
  • Improvement planning: adjusting messages, segments, and processes

Your HubSpot Training trainer

Porteille client - relation client

Cissoko

Cissoko is a consultant, trainer, and speaker with more than 17 years of professional experience, including over 10 years in the financial sector. Mr. Cissoko’s main areas of expertise include the sale of treasury and financial products within the banking…

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Prices and practical information

Preferred rate

$1,173 / participant

Public bodies and non-profits · plus taxes

Standard price

$1,381 / participant

Businesses and individuals · plus taxes

Practical information

  • Length: 2 days
  • Schedule: 9:00 a.m. to 4:30 p.m.
  • Format: Live virtual class or in person in Montreal and Quebec City
  • Payment: online (PayPal or card) when registering, or by invoice for organizations
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Corporate HubSpot Training training

Train your whole team as a private group, on your own documents, at your premises or in a virtual class, on the dates that suit you.

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Participant reviews

97% satisfaction (end-of-course evaluations, 120 evaluations) · Read all testimonials

Why take this HubSpot Training course

Objectives: what you will be able to do

  • Configure HubSpot and build a reliable, well-structured contacts and companies database.
  • Track and organize customer interactions (history, tasks, activities) to improve productivity and follow-up quality.
  • Implement lead generation and communication actions (forms, emails, segmentation) using best practices.
  • Automate simple processes and analyze performance through KPIs and dashboards to support continuous improvement.

What is included

  • Course materials and exercise files for each participant
  • Certificate of attendance
  • Optional personalized coaching after the course
  • In public in-person sessions:
    • Tea and coffee
    • Lunch at a nearby restaurant
    • Parking (in some cities)
    • Wi-Fi access

View all courses: CRM / ERP (Customer Relationship Management / Enterprise Resource Planning)

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