HubSpot Solutions Partner CRM Content Library

Your one stop shop for all things HubSpot CRM. For quick navigation, click on a category below to jump to that section.

More resources coming in Q4 2023. 

Did you attend the CRM Services Masterclass for Partners?

CRM Services Masterclass Post Event Resources

Thanks for your interest in our event "Unlocking New Opportunities: CRM Services Masterclass for Partners."

Below are some resources to continue down the path of exploring CRM services and skilling up

Watch the recording

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For the doers (developers, solution architects/engineers, consultants, implementation specialists)

Your resources for learning the HubSpot CRM including basic and technical resources

Learn CRM

Learn about all the ins and outs of HubSpot CRM. Get a basic understanding of the CRM functionality and features and how it's positioned in the market.

CRM Product Page

Learn how the HubSpot CRM makes your and your clients' jobs easier, whether you're in marketing, sales, customer services, or ops.

 

Set Up Your HubSpot CRM for Growth

In this course, you'll learn why a CRM is important for your business, the role it plays, and how it connects to your company's flywheel model. 

Introduction to Custom Objects

This course is designed to help partners understand the fundamentals of what an object is, the value it brings, and how to do high-level discovery around a prospect/customer’s Custom Object needs.

Your resources for how to go to market, position, and sell HubSpot CRM

Sell CRM

HubSpot’s key differentiator is that it’s built differently: a crafted, not cobbled CRM platform with best-in-class tools that empower every team to thrive. These resources will help you articulate the value of the platform, differentiate HubSpot in the marketplace, and create a winning sales process for both you and your clients.

CRM Pitch Deck

Pitch how HubSpot is crafted for growth and winning on customer experience. Through this deck, show how HubSpot makes it easy to align as it's a single source of truth, easy to adopt with one intuitive UX, and easy to adapt with its unified codebase.

How to Handle CRM Platform Objections

Struggling with prospect objections? Look no further. This table includes many of the most common objections we get and how to respond. 

Your resources for change management, adoption, onboarding and implementation

Migrate & Implement

Migrating your client from another CRM and successfully implementing HubSpot CRM requires careful planning and attention to detail. These resources will teach you about the technical details of the platform and make sure you’re well equipped to set your client up for long-term success.

Implementation Certification

Become a true expert in implementing Sales Hub, including project management, best practices, delivering your pitch, and more. Once the course is complete, take the exam and show off your new certification, signifying your expertise for a successful Sales Hub Implementation.

 

CRM Implementation Planning Guide

This sheet allows you to set the timeline of activities to be completing during your CRM migration and implementation.

Need something a little lighter? Check out our Express Implementation Planning Guide under Implementation Resources.

Salesforce to HubSpot Migration Guide

This guide is an all-inclusive migration roadmap for your customers coming over to HubSpot from Salesforce.

Inside, you’ll find everything you need to migrate successfully, plus some insider tips and best practices to keep your project running smoothly along the way.

Your resources to compare how HubSpot stacks up against other CRMs

Competitive Resources

Is your client considering a switch to HubSpot? Are they evaluating HubSpot against another CRM? Here’s how HubSpot stacks up against its top competitors along with resources to help guide the conversation as to why HubSpot is the #1 CRM for scaling businesses.

Salesforce vs HubSpot

Choosing the right CRM platform is foundational to the success of any business. Show your prospects how HubSpot stacks up against one of the top-rated CRM platforms, Salesforce, and how HubSpot is the right choice to help them grow better. 

Microsoft Dynamics vs HubSpot

Having a centralized software to manage prospects, track pipelines, close deals, and drive efficiency is essential to your clients's success. This page compares HubSpot and Microsoft Dynamics to make your clients' evaluation simpler.

HubSpot vs Other Competitors

We understand choosing the right CRM is critical for your clients to enable and empower their business' success.  This page compares a number of CRM options to make the evaluation process easier.

Read success stories of HubSpot customers

Case Studies

Read how clients of all sizes in various markets and industries are winning with HubSpot CRM. Plus, see how your fellow HubSpot Partners are creating new revenue opportunities with HubSpot CRM and get some inspiration.

Rock Content Increases Annual Recurring Revenue 650% with the Help of the HubSpot CRM Platform

Ceros Builds an End-to-End Process Boosting MQLs 9X Using HubSpot CRM

BrixCRM Creates New Revenue Opportunities With Enterprise Customers as a HubSpot AIC Partner

Help Customers Help Themselves with AResource Center with white space

Looking for more?

Looking for more information about the partner program and other HubSpot solutions? Check out our Partner Resource Center.