Learning Roadmap for HubSpot CRM Admin

Smart CRM & Sales Hub CRM
1

Hi Folks, I am looking for some directions regarding my career upskill.

My Experience Summary:

  • I’ve worked with Salesforce for over two years in my current workplace. My role is mainly admin-related, where I troubleshoot and implement features for different objects, automate processes with flows, etc.
  • Before this, I worked as a digital marketing specialist in a digital marketing agency, where I was exposed to most of the digital marketing channels.

What I am trying to achieve:

  • I’m looking to upskill and phase out my full-time job to freelance. I want to specialize in CRM Automation. My objective is to help businesses automate their businesses through CRMs like Hubspot and Salesforce.
  • Besides sharpening my existing skills in Salesforce, I’ll also learn Hubspot and enhance my skillsets.

This is where I need direction:

  • So many Hubspot marketing and sales software certifications somewhat puzzled me. As a result, I am seeking direction to ensure I’m learning the right things. Please recommend me a learning roadmap based on my objective.
  • I don’t mind learning new things, even if that means learning technical stuff/development to succeed in my journey.
2

Welcome to the community @Hasan3 and congratulations on working toward becoming a freelancer.

I’m happy to help with a few suggestions to get started with HubSpot.

To start, I would create an App Developer account - this will give you an account where you can create separate test accounts that have access to Enterprise tools for 90 days (you’ll need to create a new one as needed, but the initial test account should help you get up and running for most things).

From your test account, click on your account name, then Projects:

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This is only available in Pro/Enterprise accounts, which is why the test account needs to be used (unless you have access to a paid account).

There are some predefined projects for general setup that you should follow - this will give you steps for what to do as well as links to relevant documentation from the knowledge base.

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You can also choose “Create from template” on the left and search for “new user”

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This will pull up a few onboarding projects you can work through, I suggest starting with New User Experience Onboarding - Getting Started and Portal Setup (the last one in my screenshot).

Before you start on HubSpot Academy Certifications, I would complete this:

HubSpot Admin Playlist

Then you could focus separately on Marketing and Sales, both contain certifications that would be a good starting point:

New Marketer Playlist *
New Sales Rep Playlist **

* This includes “HubSpot Marketing Software” you’ll replace it with Marketing Hub Software

** This includes “HubSpot Sales Software” you’ll replace it with Sales Hub Software

If you run into other content that’s not available, search academy and you’ll likely find a newer version.

If you complete the above playlists, you’ll have these certifications:

Inbound

Inbound Marketing

Marketing Hub Software

Inbound Sales
Frictionless Sales
Sales Hub Software

This will give you a really solid foundation in the basics and sales & marketing tools.

From there, I would complete these additional certifications:

Service Hub Software

Solutions Architecture Foundations

HubSpot Reporting

Revenue Operations

Integrating with HubSpot I

I hope this is helpful, all the best with your learning journey!

3

This is helpful. Thank you and I will get started.

4

you’re welcome @Hasan3, happy to help!