As digital adoption specialists, we've had the pleasure of helping countless organizations train their teams on HubSpot. Our experience has shown us that effective training is not just a nice-to-have; it’s essential for maximizing return on investment (ROI). With the right approach, teams can harness HubSpot's powerful tools to drive sales and improve marketing efficiency.
Why HubSpot Training Matters
Investing in HubSpot training is a no-brainer. We’ve seen how solid training can completely change the game for a team trying to make the most of HubSpot’s features. With more tools than we can count, it’s all too easy for users to get overwhelmed and end up using HubSpot like it’s just another basic tool instead of the powerhouse it really is.
Here are some key benefits of providing comprehensive HubSpot training for your team:
Increased User Adoption: Ensures your team fully leverages HubSpot’s features, leading to higher usage and proficiency.
Streamlined Workflows: Tailored training helps your team apply HubSpot to your specific processes, reducing inefficiencies.
Faster Time-to-Value: Accelerates the learning curve, enabling quicker achievement of goals and results.
Improved Data Quality: Trains your team on data management best practices, resulting in cleaner, more accurate data.
Enhanced Collaboration: Fosters better alignment across departments, ensuring everyone is on the same page.
Maximized ROI: Empowers your team to use HubSpot effectively, unlocking its full potential for driving growth.
Things That Confuse the Hell Out of New HubSpot Users
With its endless features and customization options, it's easy for users to feel overwhelmed. Here are some of the most common trouble spots:
Complex Onboarding Process: The onboarding can be a real slog, often dragging on for months and throwing users into a steep learning curve, especially if they are new to the game.
Multiple Hubs and Features: With various "hubs" (Marketing, Sales, Service, CMS, and Operations) packed with tools and functionalities, it’s easy to get lost trying to figure out where to focus your efforts.
Customization Challenges: Customization is great, but it can also lead to confusion. Users often struggle to tailor HubSpot to their specific needs without making things unnecessarily complicated.
Reporting and Analytics: Setting up custom reports and understanding analytics can be a headache. You’ll need to sift through a mountain of metrics to find the insights that actually matter.
Integration Difficulties: Connecting HubSpot with other tools can be a pain, especially if you’re not familiar with the integration process, which can lead to data silos and inefficiencies.
Navigating these hurdles is no walk in the park, but with the right approach, you can conquer HubSpot and make it work for you.
What to Prioritize with HubSpot Training
When it comes to training HubSpot users, it's important to focus on the areas that will have the biggest impact on your ROI. Here are some key things to prioritize:
1. Onboarding and Alignment
Ensure that all team members, especially those in sales and marketing, are properly onboarded and aligned on HubSpot usage. This includes:
Integrating HubSpot terminology into your current processes
Creating custom sales pipelines and properties tailored to your needs
Confirming all team members understand how to use the system effectively
2. Customization and Automation
Leverage HubSpot's customization capabilities to optimize workflows and automate repetitive tasks. Focus on:
Setting up custom properties, reporting, and workflow automation
Integrating HubSpot with other tools like CRMs and email platforms
Using lead scoring to prioritize high-quality leads
3. Ongoing Training and Support
Training is an ongoing process. Prioritize:
Scheduling regular check-ins and quality assurance sessions
Modifying HubSpot as your business grows and needs change
Utilizing HubSpot's extensive training resources like Academy courses and certifications
4. Data-Driven Decisions
Use HubSpot's robust analytics to make informed, data-driven decisions. Key reports to focus on include:
Traffic Analytics for website performance insights
Campaign Analytics to track marketing campaign success
Sales Analytics to understand pipeline and deal performance
5. Continuous Improvement
Continuously monitor performance, analyze data, and optimize your strategies. This includes:
Allocating resources to high-ROI channels based on data
Adjusting underperforming workflows and campaigns
Seeking expert guidance from HubSpot partners when needed
By prioritizing these areas, you'll be well on your way to maximizing your HubSpot ROI through effective training and support. Remember, a well-trained team is the foundation for driving significant results with HubSpot.
Top 5 HubSpot Training Resources (That Actually Work)
HubSpot Academy:This is the OG of HubSpot training. It's got free courses and certifications that cover everything from inbound marketing to advanced sales techniques. Think of it as your one-stop-shop for all things HubSpot.
VisualSP for HubSpot:This is our baby, and we're damn proud of it. VisualSP provides in-app guidance and support, allowing users to access training videos and resources directly within the HubSpot interface.
YouTube HubSpot Training Videos: Forget Netflix and chill, we're all about YouTube and learn. There are tons of channels dedicated to HubSpot training, and they're great for visual learners who prefer step-by-step walkthroughs. Just be sure to stick to the reputable ones, unless you want to end up learning how to do the Macarena in HubSpot.
Community Forums: Engaging with the HubSpot community through forums can provide valuable insights and tips from other users. It's like having a support group for your HubSpot struggles.
Onboarding Services from Agencies: If you're feeling overwhelmed and want some extra help, many HubSpot partners offer tailored onboarding services. These services often include hands-on training sessions and ongoing support, so you can get up to speed quickly and stay there.
VisualSP for HubSpot: The Sh*t That Actually Works
Look, we get it—when it comes to HubSpot training tools, it's easy to feel like you're drowning in a sea of options. But trust us, VisualSP is the sidekick you didn't know you needed. VisualSP is the Robin to your Batman, the Chewbacca to your Han Solo, the... well, you get the idea.
Streamline Learning: With guided walkthroughs, your team can easily navigate complex HubSpot processes through customizable, step-by-step interactive guides that require no technical expertise.
Keep Users Informed: Attention-getting alerts and messages deliver important updates and reminders directly within HubSpot, ensuring your team receives critical information without the clutter of mass emails.
On-Demand Support: In-context videos and tutorials provide instant access to training resources right within HubSpot, allowing your team to get help without ever leaving the platform.
Data-Driven Improvements: Insightful usage analytics enable you to track key metrics, helping you assess how well your team is using HubSpot and identify areas for improvement.
Pre-Built and AI-Generated Content: Save time by taking advantage of VisualSP's pre-built HubSpot content and AI-generated content.
Ensure Compliance: Compliance issue tracking through behavior analytics, session recordings, and heat maps helps you monitor HubSpot usage, spot compliance issues, and ensure processes are followed correctly.
Continuous Feedback Loop: Implementing feedback collection mechanisms directly within HubSpot allows you to gather and analyze user input, helping you refine and enhance your training and support materials.
VisualSP offers a free base package that enables you to get started quickly with easy, no-code implementation and the ability to customize training content, equipping your team with the essential tools they need to succeed—all without any upfront costs.
Stop Sucking at HubSpot and Start Rocking It with VisualSP
We get it—HubSpot can be overwhelming, but with VisualSP, you can give your users a strong start and keep their knowledge sharp through in-context help. This powerful tool provides step-by-step guidance and just-in-time training right within the HubSpot platform, ensuring your team can easily navigate challenges and maintain their expertise as they grow.
