Learning Roadmap for HubSpot CRM Admin

[Hasan3]

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. 

[Jnix284 · Accepted solution]

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:

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.

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

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!

[Jnix284 · Accepted solution]

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:

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.

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

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!

[Hasan3]

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

[Jnix284 · Accepted solution]

you're welcome @Hasan3, happy to help!