Configure HubSpot for Sales
Configure HubSpot Sales Hub to structure your pipeline, automate your sequences and drive your sales performance.
They trust us to train their teams
Why master HubSpot Sales Hub?
HubSpot Sales Hub is a sales performance accelerator. Well-trained teams save 30% of time on administrative tasks and increase their closing rate.
Structure your sales pipeline
A well-configured pipeline means clear visibility on your opportunities. Define stages, progression criteria and scoring to prioritize your actions.
Automate prospecting
Sequences allow you to automate emails and follow-up tasks. Never leave a prospect without follow-up and gain consistency in your actions.
Drive with reliable data
Build dashboards that reveal true performance levers. Identify blockers, compare salespeople and anticipate your results.
Learning Objectives
At the end of this training, you will be able to:
- Configure the sales pipeline with stages, deals and scoring criteria
- Create email and task sequences to automate prospecting
- Build dashboards to track sales KPIs
- Manage user profiles and access rights
- Set up an adoption plan aligned with your sales processes
Target Audience
This training is for: Sales, Sales Managers, CRM Admins, Sales Operations Managers
Program
Before the training
- Have an active HubSpot account
- Watch an introductory capsule on Sales Hub module
During the training
HubSpot Sales Hub Introduction
- Discover the architecture and key modules of HubSpot Sales Hub
- Understand the sales pipeline logic
- Identify benefits of digitalizing the sales process
Pipeline Configuration
- Configure stages, deals and scoring criteria
- Define custom fields for precise tracking
- Adapt pipeline structure to sales realities
Sequences and Automation
- Create email and task sequences
- Set up automatic reminders for prospecting
- Simplify follow-up management and priorities
Sales Reporting
- Design dashboards to track sales KPIs
- Analyze performance by team, product or sales cycle
- Identify improvement and efficiency levers
Adoption and Best Practices
- Manage profiles, licenses and user rights
- Train teams on proper tool usage
- Build an adoption plan aligned with sales processes
Teaching Methods
- Theoretical and methodological input
- Practical exercises on your HubSpot account
- Work on your real cases
- Personalized feedback from the trainer
The specialist in sales and customer relations for 20 years
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Frequently Asked Questions
Which version of HubSpot Sales Hub is required?
The training is suitable for Starter, Professional and Enterprise versions. Advanced features like sequences and playbooks are covered for Pro and Enterprise versions.
Does the training cover prospecting sequences?
Yes, you will learn to create automated email and task sequences to structure your prospecting and follow-ups.
How does this training improve sales management?
You will build dashboards to track sales KPIs, analyze performance by salesperson and identify improvement levers.
Are exercises done on our own HubSpot account?
Yes, all practical exercises are done on your HubSpot account. You leave with a configured pipeline and operational sequences.
Is this training eligible for OPCO funding?
Yes, KESTIO is Qualiopi certified. This quality certification enables our training programs to be funded by OPCO.
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Contact Us Directly
Our team is available to answer all your questions about this training.
Hours: Monday - Friday, 9am - 6pm (CET)