Services /
HubSpot adoption training
Make your teams autonomous, confident and efficient in their day-to-day work.
Implementing HubSpot is one step.
But the real transformation comes when your teams actually use it, every day, with consistency and simplicity.
At Guépard, we offer HubSpot training designed to foster sustainable adoption, reduce the administrative burden, and integrate HubSpot into the real-world practices of sales, marketing and service teams.
Love your CRM.
Why HubSpot training is essential
A well-configured portal is not enough.
Without adoption, HubSpot quickly becomes :
-
A partially used tool
-
An incomplete data source
-
A system circumvented by Excel files
-
A platform that falls short of its potential
Training tailored to your teams and processes
Our training courses are always contextualized.
They are designed to support a real process that has already been implemented or is in the process of evolving, for example :
- service request management
- follow-up of sales opportunities
- marketing lead qualification
- inter-departmental coordination
The aim is to make HubSpot intuitive even for non-technical users.
Typical Guépard training objectives
-
Autonomous in HubSpot
-
Efficient follow-up
-
Consistent data entry
-
Able to prioritize and collaborate more easily
Reduce manual follow-up
Improving data quality
Reduce administrative workload
Ensuring sustainable process adoption
A concrete, progressive teaching approach
At Guépard, training is never theoretical or generic.
Our approach combines :
- demonstrations in your HubSpot portal
- exercises based on real-life situations
- micro-sessions adapted to your teams' pace
- time for discussion and questions
- human and reassuring support
What you learn is immediately applied to your day-to-day work.
Micro-sessions and coaching : learning without interrupting the operation
Rather than long training days, we often opt for short, effective formats.
This method favors lasting integration and avoids overload.
Sessions from 15 to 30 minutes
Individuals or small groups
Spread over time
Focused on everyday gestures
Training courses eligible for subsidy programs
Many of our training programs may be eligible for subsidy or workforce training support programs, depending on your organization and sector.
We can provide you with the necessary documentation to support an application, and structure the training course to comply with the requirements of the applicable programs.
The objective: to enable your teams to increase their competence in HubSpot while maximizing the funding opportunities available.
Artificial intelligence and productivity in HubSpot
HubSpot is rapidly evolving with Breeze and artificial intelligence.
Where relevant, we also show how to use AI to :
- help with copywriting
- speed up request synthesis
- better prioritize actions
- support teams without complicating their work
The goal: useful AI, activated at the right time, on a sound basis.
HubSpot training - Possible contents
-
HubSpot navigation and key points
-
Target process and associated roles
-
Task management and best practices
-
Kanban boards and prioritization
-
Shared inbox (Service Hub)
-
Follow-ups, reminders and processing times
-
Performance indicators and reporting
-
Daily adoption and inter-team consistency
Typical results after HubSpot training
More uniform use of HubSpot
Less forgetting and manual follow-up
More consistent data
A better understanding of responsibilities
Sustainable adoption of implemented processes
Why Guépard?
Guépard is a boutique firm specializing in HubSpot, a certified partner since 2016.
Our team has hands-on experience: many of our experts were users or managers themselves before specializing in HubSpot.
We believe that a tool alone solves nothing.
It's human support, simplicity and daily adoption that make the difference.
AImeyour CRM.
FAQ - HubSpot training
No. We also train the customer service, operations, management and other teams involved with HubSpot.
Yes, we offer follow-up sessions to ensure a lasting adoption.
Yes, when relevant. We show how to integrate Breeze and AI in a concrete and progressive way.
We favor short, applied micro-sessions, to minimize impact on operations and maximize integration.
Examples of website integrations
We offer website migration orintegration services,customer space development or ultra-complex, customized modules.
-
Setting up LGI's new website and integrating its new brand image
Challenges and achievements:
- Develop a host of customized modules and page templates enabling marketing teams to quickly set up new pages and landing pages.
- Design and program a resource page to group all types of content (blog articles, webinars, PDF flyers, news, etc.) on a single page, with filters for each type of product or solution. The challenge was to bring together data from different sources: Hubdbs, blogs, ...
LGI Health Solutions
-
Podcast blog development
Key features :
- Comprehensive data synchronization and exclusive integrations
- Programmable automations (code)
- Data cleansing automations
Women Powering Ecommerce
-
Development of customized modules and page templates
Key features :
- Comprehensive data synchronization and exclusive integrations
- Programmable automations (code)
- Data cleansing automations
Cocoriko
-
Design and development of a login-protected private area for distributors
Key features :
- Comprehensive data synchronization and exclusive integrations
- Programmable automations (code)
- Data cleansing automations
Quebec BBQ
Do you want your teams to use HubSpot with confidence, consistency and efficiency?
Let's schedule a meeting to build a training program tailored to your reality, your processes and your pace.