HubSpot Sales study guide
HubSpot Sales · Work through your exam, one topic at a time.
The HubSpot Sales credential is a software certification for sales professionals, RevOps staff, and marketers who work day to day inside Sales Hub. It signals that a candidate can operate the platform rather than just describe sales theory: building and using the CRM record, moving deals through pipeline stages, automating prospecting outreach, and keeping customer data clean and connected. HubSpot positions Sales Hub as software to "Automate prospecting, manage pipeline, and accelerate revenue growth," and describes its Smart CRM as a place to "Keep your data clean, connected, and actionable" - the practical territory this exam tests. Questions typically sit in four areas: Sales Hub software (25%), pipeline and deal management (25%), prospecting and outreach automation (25%), and Smart CRM and customer data (25%). The HubSpot Sales study guide has 4 sections and about 1,180 words.
01Sales Hub Software: Tools, Records, and Permissions
The Sales Hub software domain tests whether you can use HubSpot's sales tools as a working system, not just name them. Expect questions on record layout, activity logging, email tools, meetings, tasks, sequences, quotes, dashboards, and permissions.
330 words, about 2 min02Pipeline and Deal Management: Stages, Amounts, and Forecasts
Pipeline and deal management tests your ability to model a sales process: stages, probabilities, amounts, close dates, forecasting, and hygiene rules. A pipeline is an ordered set of deal stages; each stage can carry a probability used to calculate weighted deal amount (amount multiplied by probability).
287 words, about 1 min03Prospecting and Outreach Automation: Sequences and Templates
Prospecting and outreach automation tests sequences, templates, personalization, tasks, meetings, and the rules that keep automation from becoming spam. Sequences are ordered steps: automatic email, manual email, task, and delay.
270 words, about 1 min04Smart CRM and Customer Data: Objects, Properties, and Lists
Smart CRM and customer data tests the data model: objects, properties, associations, lifecycle stages, lists, scoring, imports, duplicates, and consent. Standard objects include contacts, companies, deals, and tickets; custom objects extend the model.
293 words, about 1 min