While comprehensive, all-hands training can have its advantages, it often overwhelms participants and fails to address the specific needs of different roles. To ensure successful adoption and engagement with a platform like HubSpot, a more strategic and tailored training approach is essential. Here’s how to structure it effectively:
1. Role-Based Training
- Why? Different team members interact with HubSpot in unique ways. For instance, marketers focus on campaigns, while sales teams prioritize deal pipelines. Tailored training ensures relevance and impact.
- How?
- Segment training by role (e.g., marketing, sales, customer service, leadership).
- Focus on the tools and features that matter most to each group (e.g., workflows for marketing, sequences for sales, ticketing for service, etc).
2. Phased or Incremental Training
- Why? Spaced-out sessions allow users to absorb and apply knowledge before moving on to more advanced topics.
- How?
- Start with foundational features (e.g., navigation and CRM basics).
- Gradually progress to advanced tools like automation, reporting, and integrations.
- Offer follow-up, 1to1or refresher sessions to reinforce learning.
3. Interactive and Hands-On Practice
- Why? Learning by doing helps people retain information and build confidence.
- How?
- Use live demos with real company data or sandbox environments.
- Include guided exercises (e.g., creating workflows, building reports).
- Let users practice troubleshooting in a low-risk environment (e.g., creating dummy contacts, companies and deals specifically for training)
4. Self-Paced Learning Resources
- Why? Team members have varying levels of familiarity and different schedules. On-demand resources let them learn at their convenience.
- How?
- Create a library of video tutorials, guides, and checklists.
- Use HubSpot Academy’s certification programs and resources.
- Offer internal documentation tailored to your company’s processes.
5. Role-Specific Champions and Peer Support
- Why? Champions act as internal experts, offering ongoing guidance and ensuring long-term success.
- How?
- Appoint "HubSpot champions" for each team to answer questions and share best practices.
- Encourage peer-led workshops or Q&A sessions for collaborative learning.
6. Focused Enablement for Managers
- Why? Managers play a critical role in driving team-wide adoption.
- How?
- Train managers on reporting and analytics tools to track performance.
- Equip them with key points to convey the value of HubSpot to their teams.
- Promote a HubSpot-first mindset—if managers don’t use the platform, their teams likely won’t either.
7. Gamification and Incentives
- Why? Engaging and motivating users is key to driving adoption.
- How?
- Offer recognition or rewards for completing training milestones (e.g., HubSpot certifications).
- Host team challenges, like creating a campaign or using HubSpot tools effectively in real scenarios.
- Encourage sharing of best practices or wins with wider team. For example, success with a sales sequence? Share in the all hands meeting.
8. Continuous Learning and Feedback
- Why? HubSpot is dynamic, with frequent updates and new features. Continuous learning keeps the team current.
- How?
- Schedule regular refreshers or advanced training sessions.
- Solicit user feedback to identify gaps or areas for improvement.
- Provide update sessions when new features are released and actively monitor and test new Beta releases that might benefit your team.
9. Monitor Progress and Adoption Metrics
- Why? Measuring training impact ensures ROI and identifies areas that need improvement.
- How?
- Use HubSpot reports to track user activity (e.g., how often features are used).
- Evaluate adoption via surveys and usage patterns post-training.
10. Blend All-Hands with Role-Specific Breakouts
- Why? It balances alignment across teams with tailored role-specific depth.
- How?
- Begin with a brief all-hands session to explain the platform's overall value.
- Break into role-based sessions to dive into specifics.
By implementing these best practices, your team will feel supported, empowered, and equipped to use HubSpot effectively, ensuring smooth adoption and long-term success. At Growth London, we understand that CRM training is pivotal to successful HubSpot implementation. Schedule a call today to explore how we can support your business.
