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HubSpot Training

HubSpot Academy Certification-1-1

 

Maximize Your HubSpot investment with advanced, customized training tailored to your company, team, processes, and marketplace.

 

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Live HubSpot Training

Get the HubSpot Training You Need to Maximize Your Potential

Online HubSpot Training

On-Demand
HubSpot Training

Whether you are a beginner or an advanced HubSpot user, this on-demand HubSpot training will give you in-depth insights into how to use the system.

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Personalized HubSpot Training

Personalized
HubSpot Training

Receive custom, live HubSpot training tailored for you or your team to ensure you can effectively use the HubSpot system according to your company's specific requirements.

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HubSpot Training

Custom Advanced HubSpot Training

Whether you are new to HubSpot or have been using it for years, there are times you need training customized to your needs.

 

We’re here to help train, educate, and consult with you to maximize your potential and investment in HubSpot. As a HubSpot Platinum Partner, HubSpot Certified Trainers, and HubSpot User Group (HUG) Managers for Central Florida, we know and teach HubSpot.

 

We will train and consult with you to make sure that HubSpot meets your company’s needs. Sign up today for personalized training.

 

Our tailored HubSpot training services are customized for your company, team, processes, and industry.

 

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Overall HubSpot CRM training customized to your company

HubSpot CRM Training 

Gain a comprehensive understanding of utilizing Contact, Company, and Deal Records.

 

  • Understand what’s in the left column, middle column and right column of the contact record.
  • Set up the view for your left column (Contact Properties).
  • Understand how to filter the Timeline (middle column).
  • Associate a Company (right column).
  • Associate Deals (right column).
  • Associate Tickets (right column).
  • Understand how to view a contact’s list and workflow memberships.
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Overall HubSpot Marketing Hub training customized to your company

HubSpot Marketing Hub Training

Learn how to attract, engage, and convert the right audience with structured, data-driven marketing strategies.

Audience & Lead Management

  • Build and manage segmented contact lists
  • Track content engagement across marketing channels
  • Capture and organize leads within your CRM
  • Create forms with progressive profiling

Campaigns & Content Execution

  • Create and optimize marketing emails
  • Build automated email campaigns and drip sequences
  • Develop landing pages designed to convert
  • Create blog content with built-in SEO tools
  • Schedule and manage social media engagement
  • Organize and execute marketing campaigns

Automation & Personalization

  • Build marketing workflows and automation triggers
  • Create lead nurturing sequences across the buyer journey
  • Personalize content using dynamic fields and tokens

Optimization & Reporting

  • Run A/B tests on emails and landing pages
  • Track marketing attribution and revenue impact
  • Analyze campaign performance with dashboards

Integration

  • Align marketing efforts with sales and service teams
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Sales Hub Training

HubSpot Sales Hub Training

Learn how to build a structured, automated, and insight-driven sales process your team can manage and scale using HubSpot Sales Hub.

CRM & Pipeline Management

  • Build and manage contact and company records
  • Track activity across emails, calls, and meetings
  • Organize deals using customizable pipelines
  • Track deal progress and forecast revenue

Sales Engagement & Communication

  • Monitor email opens, clicks, and engagement
  • Create automated sales sequences for follow-up 
  • Use email templates to streamline outreach
  • Schedule meetings with integrated calendar tools
  • Log, record, and manage sales calls

Automation & Insights

  • Use conversation intelligence to improve performance
  • Assign and route leads effectively
  • Prioritize opportunities with lead scoring
  • Automate tasks and follow-up reminders
  • Build workflows to streamline sales processes
Sales Enablement & Reporting

  • Create quotes and manage sales documents
  • Track sales activity and pipeline performance
  • Use dashboards to measure team performance

Integration

  • Connect sales efforts with marketing and service teams
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Overall HubSpot Service Hub training customized to your company

HubSpot Service Hub Training

Learn how to deliver consistent, efficient customer support experiences that improve retention and satisfaction.

 

Customer Support Management

 

  • Manage customer records and interaction history
  • Create and track support tickets from start to resolution
  • Organize tickets using customizable pipelines
  • Monitor ticket status and manage escalations
  • Use a shared inbox to manage support requests

Customer Communication & Self-Service

 

  • Manage live chat and chatbot conversations
  • Track customer communication across channels
  • Build and maintain a knowledge base
  • Provide customers access through a support portal

Feedback & Experience Tracking

 

  • Create and manage customer feedback surveys (CSAT, NPS, CES)
  • Track satisfaction trends and customer insights

Automation & Service Operations

 

  • Set up SLA tracking and enforcement
  • Build workflows to automate support processes
  • Assign and manage follow-up tasks

Reporting & Integration

 

  • Track service performance with dashboards
  • Analyze response times and support efficiency
  • Align service with sales and marketing teams
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Overall HubSpot CMS Hub training customized to your company:

HubSpot Content Hub Training

Learn how to create, manage, and optimize content that drives traffic, engagement, and conversions. 

Content Creation & Publishing

 

  • Build and manage website pages
  • Create landing pages designed for conversion
  • Develop blog content with AI and SEO guidance
  • Use drag-and-drop tools to create content efficiently

Content Personalization & Optimization

  • Personalize content based on user behavior
  • Use AI-powered tools (Breeze) to generate content
  • Test and optimize pages using A/B testing

Content Management & Performance

  • Track content engagement and user behavior
  • Monitor content performance through dashboards
  • Analyze content attribution and conversion impact
  • Manage files and media within the platform

Integration

  • Connect content efforts with CRM and marketing tools

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Data Hub

Data Hub Training

Learn how to maintain clean, connected data and automate processes across your organization.

Data Management and Quality

  • Sync contact and company data across systems
  • Monitor data activity across integrated platforms
  • Clean and manage duplicate data records
  • Standardize and format CRM data
  • Create and manage custom properties

Data & Connectivity

  • Use webhooks and APIs to connect external systems

Automation and Process Management

  • Build programmable automation workflows
  • Extend workflows with custom-coded actions
  • Automate processes across sales, marketing, and service

Reporting and Integration  

  • Create dashboards to monitor data health
  • Align operations across all HubSpot hubs
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Commerce Hub Training

Commerce Hub Training

Learn how to streamline payments, billing, and revenue tracking within your CRM.

Payments and Billing

  • Create and manage payment links tied to deals
  • Process and track customer payments
  • Set up subscription billing and recurring payments

Quotes and Invoicing

  • Build quotes with integrated payment options
  • Create and manage invoices with status tracking


Revenue Tracking and Automation

  • Track revenue activity across contacts and deals
  • Monitor transactions and payment history
  • Automate billing and revenue-related workflows

Reporting and Integration  

  • Analyze revenue performance through dashboards
  • Connect commerce tools with sales and CRM data
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Attract Tools

Ads
Video
Blogging
Social Media
Content Strategy

Engage Tools

Lead flows
Email Marketing
Lead Management
Conversational Bots
Marketing Automation

Delight Tools

Smart Content
Email Marketing
Conversation Inbox
Attribution Reporting
Marketing Automation

Attract, Engage, Delight
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Personalized HubSpot Training

Personalized HubSpot Training

What's included in personalized training:

 

  • Free consultation to understand your company, goals, challenges and how HubSpot can be used to help you achieve your goals and overcome your challenges
  • Assessment of your HubSpot CRM Hubs (Marketing, Sales, Service, Content, Operations)
  • Initial call to review roles, responsibilities, and customer obligations
  • Custom training agenda personalized and finalized for your team to be trained
  • Reasonable preparation to prepare for your training
  • Schedule training dates and time
  • Web-based training delivered. On-site training available in certain locations
  • Recording of training video provided for reference
  • Ongoing consulting and support (optional)
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Ongoing HubSpot Consulting

Ongoing HubSpot Consulting

Often companies need either project-based or ongoing consulting and help with their HubSpot system.

 

From implementing campaigns, workflows, sales templates, sales sequences and creating new website pages to strategy consulting or simply doing the final review and edit for a marketing campaign, Xcellimark can help fill in the gaps to maximize your marketing, sales and service support efforts. Pricing for consulting is available on a billable hour, monthly retainer, or project basis.

 

Sessions are delivered via web conference, typically recorded for reference, and include guidance on your strategy, goals, challenges, processes, and capabilities related to your HubSpot CRM Hub licenses. Assumes client has been onboarded by a certified HubSpot agency or HubSpot.

 

 

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Orlando HUG

HubSpot User Group

Central Florida User Group for all HubSpot Users – It’s FREE!! We get together to focus on highly important topics to HubSpot Users.

 

Here is a sample of our workshops:

 

  • How to Get the Most Out of Your HubSpot CRM
  • How to Get the Best Feedback & Advocacy with HubSpot Service.
  • How to be More Personal with Lists, Smart Content & Workflows.
  • Email Best Practices
  • Quick and Easy Breakdown of the New HubSpot Updates
  • Trailblazing Your Content Marketing Strategy
  • Prospecting in the HubSpot Sales Platform

Personalized or On-Demand
Training and Consulting

Your needs, and your company’s, are always evolving.

Therefore, some people may want to start with on-demand HubSpot training, such as learning how to create lead-nurturing workflows or get the most out of your HubSpot CRM. Others prefer live HubSpot training so we can train your team to apply HubSpot to your specific needs. Either way, we are here to help you.

Get started on achieving your marketing and sales goals.

Keep In Touch!

Xcellimark Digital Marketing Agency
121 S. Orange Ave. Suite 1503
Orlando, FL 32801

Copyright © 2026 Xcellimark. All Rights Reserved.

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