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HubSpot CRM for Marketing and Sales Professionals

The HubSpot CRM for Marketing and Sales Professionals course by Microsoft equips marketing coordinators, sales representatives, and customer success managers with the skills to streamline lead tracking, automate outreach, and improve conversion rates—solving the critical pain point of disjointed sales and marketing workflows. With 72% of high-growth companies citing CRM proficiency as a key driver of revenue acceleration (HubSpot State of Inbound Report), this training delivers hands-on expertise in pipeline management, contact segmentation, and performance reporting using Microsoft-integrated tools.

This course prepares learners for the HubSpot Sales Software Certification, enhancing credibility and career mobility in inbound sales roles. Koenig Solutions offers Guaranteed-to-Run live training, ensuring enrollment security and structured learning. Graduates gain the ability to drive aligned sales-marketing operations, leading to measurable improvements in customer acquisition efficiency and revenue growth.

24 Hours (3 Days)
Live Online / Classroom
2+ professionals trained

Training Formats & Pricing

1-on-1 USD 2,210
Dedicated instructor, your schedule Fastest
Public Batch USD 1,700
Group class, fixed schedule Most Popular
Self-Paced USD 199
Recorded sessions, learn anytime Best Value

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Course Overview

The HubSpot CRM for Marketing and Sales Professionals course by Microsoft is designed to equip marketing coordinators, sales development representatives, and CRM administrators with the skills to leverage HubSpot’s integrated platform for customer relationship management. This training specifically prepares learners for the HubSpot Sales Hub Software certification exam, a credential recognized across industries for validating expertise in pipeline management, contact tracking, and sales automation. With over 278,000 HubSpot customers globally, including enterprise adopters like ServiceNow and Wistia, demand for certified professionals continues to grow, making this skill set highly valuable in today’s revenue-driven organizations.

Participants engage with core HubSpot tools including Contact Management, Deal Pipelines, Email Tracking, Reporting Dashboards, Breeze Assistant, and the HubSpot Marketplace for third-party integrations. The hands-on lab environment leverages live HubSpot portals where students configure automated workflows, build custom reports, and manage multi-stage sales pipelines using real-world data. A key project involves setting up an end-to-end lead nurturing sequence that integrates email campaigns with task automation and performance dashboards. Learners also gain experience connecting HubSpot CRM to Microsoft 365 Copilot via the HubSpot Agent, enabling AI-powered insights directly within Microsoft productivity apps.

This course prepares candidates for the HubSpot Sales Hub Software certification, which holds one-year validity and is widely recognized by employers leveraging HubSpot for revenue operations. Certified professionals report salary ranges between $55,000 and $80,000 annually in roles such as HubSpot CRM Administrator or Marketing Operations Specialist, with higher earnings tied to reporting proficiency and automation expertise. Koenig Solutions enhances learning outcomes through Guaranteed-to-Run batches and access to official e-courseware, ensuring structured, instructor-led mastery of the platform. Upon completion, graduates are positioned to drive measurable improvements in lead conversion, sales efficiency, and cross-functional collaboration within HubSpot-powered organizations.

Skills You'll Gain

HubSpot CRM for Marketing and Sales Professionals provides comprehensive training in HubSpot CRM Setup, Lead Scoring Models, Lifecycle Stage Management, Deal Pipeline Configuration, Marketing Automation Workflows, Sales Hub Sequences, CRM Data Hygiene, Contact Management, Company Object Management, Custom Property Configuration, Behavioral Trigger Automation, Reporting Dashboards, Revenue Attribution Models, Form and Landing Page Optimization, Email Campaign Management, Integration Management, Workflow Branching Logic, HubSpot Sales Software Certification, and HubSpot Marketing Software Certification.

Prerequisites

Recommended knowledge before taking this course
  • Basic understanding of customer relationship management (CRM) concepts and terminology is essential for mastering HubSpot CRM for Marketing and Sales Professionals by Microsoft.
  • Familiarity with marketing fundamentals such as lead generation and campaign management helps you leverage HubSpot CRM for effective marketing strategies.
  • Experience navigating web-based applications and cloud platforms will enable you to use HubSpot CRM for seamless sales and marketing workflows.
  • Ability to create and manage contacts, companies, and deals in a CRM system is crucial for utilizing HubSpot CRM for marketing and sales success.
  • Understanding of sales pipeline stages and deal tracking enhances your ability to optimize sales processes with HubSpot CRM.
  • Basic knowledge of email marketing and landing page tools supports your use of HubSpot CRM for comprehensive marketing campaigns.
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Certification Exam

Everything you need to know about the HubSpot CRM for Marketing and Sales Professionals certification exam

Exam Details
Exam Name
HubSpot CRM for Marketing and Sales Professionals
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Not applicable
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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering HubSpot CRM for Marketing and Sales Professionals
Define CRM and its strategic business value Overview of the HubSpot CRM platform Explore HubSpot Hubs: Marketing, Sales, and Service Navigate the intuitive HubSpot dashboard interface Set up your HubSpot account and user profile Understand essential user roles and permissions Configure core CRM settings for peak efficiency Connect business email to HubSpot for tracking
2
Day 2– Contacts, Companies & Data Management Strategies
Create and import contacts into HubSpot CRM Manage contact properties and custom fields Organize contacts using Active and Static Lists Create and manage company records effectively Associate contacts with companies for context Use filters and saved views for precise segmentation Import data using standard HubSpot templates Maintain data hygiene and manage deduplication tools
3
Day 3– Sales Pipeline & Deal Management Excellence
Understand sales funnel stages for growth Create and customize deal pipelines in HubSpot Set up deal stages and custom properties Create and manage deals to boost revenue Associate deals with contacts and companies Track deal progression and sales velocity Use HubSpot Sequences and Snippets for follow-ups Apply pipeline reporting and forecasting for insights
4
Day 4– Marketing Automation & Lead Capture Tactics
Design high-converting HubSpot landing pages Create and embed lead capture forms Set up pop-up and inline lead forms Configure instant form submission notifications Implement lead scoring for prioritization Track lead sources and multi-touch attribution Build professional email marketing campaigns Perform A/B testing on emails for results
5
Day 5– Reporting, Integration & Workflow Automation
Generate standard CRM reports for stakeholders Customize dashboards for key sales metrics Track contact activity and engagement levels Export reports for data-driven team sharing Connect HubSpot with Gmail and Outlook Integrate calendar and meeting scheduling tools Use HubSpot Chrome extension for productivity Create HubSpot Workflows for automation

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of HubSpot CRM for Marketing and Sales Professionals certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the HubSpot CRM for Marketing and Sales Professionals certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Sales Operations Specialist
  • HubSpot CRM Administrator
  • Marketing Automation Analyst
  • Revenue Operations Associate
  • CRM Executive
  • Sales Enablement Specialist

Companies Hiring

5,000+
HubSpot Accenture Deloitte Infosys Wipro SmartBug Media Cognizant IBM Capgemini PwC

and 5,000+ organizations worldwide seeking HubSpot CRM for Marketing and Sales Professionals certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
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Would Recommend
1M+
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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
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    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

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    AI Engineer

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    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the HubSpot CRM for Marketing and Sales Professionals training course

Is the certification exam included in the HubSpot CRM for Marketing and Sales Professionals course, and what is the exam fee?
The HubSpot CRM for Marketing and Sales Professionals certification exam is not provided by Microsoft, but is available via HubSpot Academy at no cost. There is no exam fee; all HubSpot Academy certifications, including the Sales Software Certification covering core CRM functionality, are 100% free to complete.
What training formats are available for the HubSpot CRM for Marketing and Sales Professionals course at Koenig Solutions?
Koenig Solutions provides live online instructor-led training for HubSpot CRM for Marketing and Sales Professionals. We offer guaranteed-to-run schedules in both 1-on-1 and group formats. This delivery method ensures real-time interaction, hands-on labs, and direct mentor access to optimize your specific marketing and sales workflows.
How long is lab access provided, and what type of environment is used for the HubSpot CRM training?
Lab access for HubSpot CRM for Marketing and Sales Professionals training is provided through a cloud-based sandbox environment for 30 days post-enrollment. This allows you to master contact management, deal pipelines, and automation workflows in a live instance without needing local software or paid subscriptions.
What is Koenig's rescheduling and cancellation policy for the HubSpot CRM for Marketing and Sales Professionals course?
Koenig allows free rescheduling for the HubSpot CRM for Marketing and Sales Professionals course if requested 7 days before the start. Cancellations within 7 days incur a 15% administrative fee. Rescheduling within 72 hours incurs a 25% fee, ensuring we maintain our high-quality, guaranteed-to-run session standards.
What is the exam format, number of questions, passing score, and time limit for the HubSpot CRM certification?
The HubSpot Sales Software Certification for HubSpot CRM for Marketing and Sales Professionals includes 50–60 multiple-choice questions. You have 75 minutes to complete the exam and must achieve a 75% score. Proctored via HubSpot Academy, it tests your proficiency in deal stages, contact management, and reporting.
How long is the HubSpot CRM certification valid, and what is the renewal process and cost?
The HubSpot CRM for Marketing and Sales Professionals certification is valid for one year. After this period, you must retake the exam to maintain your status. Renewal is free of charge; HubSpot provides email reminders, allowing you to recertify by passing the latest assessment directly through the HubSpot Academy portal.
What post-training support does Koenig provide after completing the HubSpot CRM for Marketing and Sales Professionals course?
After your HubSpot CRM for Marketing and Sales Professionals course, Koenig provides 30 days of expert mentor support. You receive access to recorded sessions and lab extensions. We also offer guidance on certification pathways and resume integration to ensure you successfully apply these CRM tools to your professional career.
Are there any prerequisites or prior experience required for enrolling in the HubSpot CRM for Marketing and Sales Professionals course?
No formal prerequisites are required for the HubSpot CRM for Marketing and Sales Professionals course. While basic knowledge of sales and marketing workflows is helpful, our training is designed for all skill levels. All necessary learning materials are accessible through your free HubSpot Academy account.
What is the average salary increase or career impact for professionals certified in HubSpot CRM for Marketing and Sales roles?
Certified professionals in HubSpot CRM for Marketing and Sales Professionals roles earn between $55,000–$85,000 in sales and $60,000–$95,000 in marketing operations. Certification can accelerate career progression by 20% in RevOps and Growth Marketing roles, as employers value your verified platform proficiency and ability to drive measurable sales results.
How does instructor-led training at Koenig compare to self-study for mastering HubSpot CRM for Marketing and Sales Professionals?
Koenig’s instructor-led training for HubSpot CRM for Marketing and Sales Professionals provides structured guidance, real-time Q&A, and hands-on labs that self-study lacks. While HubSpot Academy is free, our expert-led approach significantly improves your exam pass rates and ensures you can effectively implement CRM strategies in complex enterprise environments.
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