Your marketing, sales and service teams learn on their own HubSpot portal, using their real cases. Your managers learn to steer, your administrator learns to govern. A team of five salespeople in an SMB or several hundred users in a large group: the program adapts to the number of people and their roles.
Your challenges
Training doesn't stop at launch. New hires, changing processes and bad habits quickly widen the gap between what HubSpot can do and what your teams actually do with it.
Files, personal notes and legacy tools remain the reference. HubSpot data no longer reflects what teams are actually doing.
Different qualification, ignored properties, skipped pipeline stages: two people doing the same job don't enter the same thing.
Users ask them for things they could do themselves. The platform's guardian becomes a bottleneck.
They discover the tool and your processes at the same time. Knowledge transfer depends on whichever colleague is free the day they arrive.
New Hubs, new automations, AI features: without upskilling, part of your licenses stays underused.
Leadership still steers from spreadsheets and doubts the data. Without a shared reading of the dashboards, HubSpot doesn't help anyone decide.
Definition
Effective HubSpot training gives each person command of the features, processes and data their role requires. Its content depends on the job, the permissions and the level of autonomy expected.
So it doesn't walk through every feature: a salesperson, a manager and an administrator don't need to learn the same actions. At Copernic, every session takes place on your portal, using your use cases.
Front-line teams, managers or administrators: let's build the program that fits each person's actions and decisions.
Our programs
We cross what each person does in HubSpot with what they are accountable for. Someone who runs a process and someone who oversees it don't follow the same program.
01 · Users · execute
Marketing Hub
Attract traffic (SEO, content, ads, social media), generate leads (landing pages, forms, workflows, lead scoring, email), then measure and pass qualified prospects to sales.
Sales Hub
Prospect (target accounts, database, meeting booking), manage the pipeline (deals, activities, sales process) and save time with tasks, the mobile app and quotes.
Service Hub
Manage tickets (inbound channels, pipelines, queues), resolve faster with automations and response templates, then track satisfaction with feedback surveys.
02 · Leadership and managers · steer
Marketing
Choose the right indicators and how often to track them, formalize reporting (who, what, when), set up your dashboards and finally link marketing actions to the pipeline.
Sales
The same foundations, plus the sales forecasting tool. Steering moves off spreadsheets, and everyone understands how the figures are built.
Customer service
Make service quality objective: indicators and dashboards replace manual exports, then serve as the basis for coaching the team.
03 · CRM Manager · administer
CRM foundations training
For the person taking back control of the platform, at the end of a project or when starting in the role: access governance (roles, teams), CRM structure (properties, records, lists), data quality (imports, duplicates), pipeline automations, dashboards, then onboarding new team members.
Learning objectives
Each program sets specific actions that participants carry out themselves on your portal. Each one is demonstrated in front of you when the training is signed off. A few examples, by profile:
Our method
The program is built from roles, responsibilities and expected actions, not from a list of features.
Understand · Think
We gather each participant's context and role, then build hands-on cases drawn from your own CRM.
Model · Think
Content and exercises are chosen according to your Hubs, your configuration and the profiles to train. Nothing superfluous.
Deploy · Build
Explanations, demos and exercises alternate. Configuration requests raised during sessions are noted and handled separately.
Measure · Run
A recap after each session, training materials, a satisfaction survey, certificates. Then an adoption review.
The format
The format adapts to the number of participants, their responsibilities and their starting level.
Participants work in their HubSpot, already configured. Sensitive actions are done in a test environment, and nothing changes in production without your written approval.
Your accounts, your pipelines, your tickets: exercises use the situations the team will face the very next day.
Remote for a small group, in person for a larger one. Sessions are spaced out to leave time to practice.
Training materials, a recap email after each session (key points, questions, noted requests), a certificate for each participant. Recording available as an option.
A repeatable program standardizes how people get started with HubSpot and your processes, without depending on a free colleague.
Six hours of free video training on the CRM and Sales Hub, with demos and best practices (in French).
Access the free training (in French)After the training
Successful training shows in usage, not on the attendance sheet. A few weeks after the last session, we review with you what has really taken hold.
What clients say
“We also questioned our processes and how well they work, which gives this training a welcome strategic dimension. […] We come out of this training stronger, with methods we can apply right away.”
“After the various training sessions organized by Copernic, I now use it easily every day!”
“Thanks to the two training sessions delivered by Copernic, we learned to use HubSpot and get the most out of it, even though we had been on the platform for more than a year.”
Reviews translated from French · Scroll →
Why Copernic
Our trainers run HubSpot projects every day. They answer "how do I do it", but also "why do it this way", placing each feature back in the process it serves.
HubSpot Elite Partner
For 10+ years, we have been rolling out HubSpot and training the teams that use it. 800+ clients have trusted us with their CRM, and HubSpot has awarded us its highest partnership tier.
Elite Partner and 4 accreditations
CRM implementation · Onboarding · Data migration · Solutions architecture
Key takeaway
Successful HubSpot training doesn't run through a standard demo. It trains each team on its processes and real situations, with different objectives depending on whether it executes, steers or administers HubSpot.
HubSpot training helps users master the features, processes and data their job and level of responsibility require.
Marketing, sales and customer service teams, their leadership and managers, and the administrators or future CRM Managers who govern the platform. Each profile follows its own program.
Yes. Programs are built around jobs, responsibilities, the Hubs in use, your processes and participants' starting level. We focus on the skills they will need the very next day.
Yes. A front-line user must run their processes correctly in HubSpot. A manager must also track activity, choose their indicators, formalize their reporting and rely on their dashboards to coach their team.
Yes. The CRM Manager training covers access governance, CRM structure, data quality, automations, dashboards and onboarding new team members. It is designed for a newly appointed administrator or a team taking back control after a project.
Yes. Sessions take place on your already configured portal, with hands-on cases drawn from your CRM. Sensitive actions are done in a test environment or on non-sensitive data, and nothing is changed in production without your written approval.
It depends on the programs chosen and the number of groups. Sessions are spaced out to leave time to practice between workshops; the schedule is set after scoping.
Every objective is demonstrated during the training. A few weeks later, an adoption review checks real use of the features covered in the sessions. For leadership, an indicator review shows which dashboards are really consulted.
The two complement each other. HubSpot Academy provides general knowledge of the platform. Copernic training starts from your portal, your processes and each participant's real responsibilities.
Go further
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