IBPI Parters with BTA and IBPI Vendor Partner Quantum Business Solutions to bring you The Mastering HubSpot Training Series

IBPI has partnered with BTA and IBPI Vendor Partner Quantum Business Solutions to bring you the latest FREE resource for your business: The Mastering HubSpot series.

This biweekly educational and community-driven program is designed specifically for office technology dealers and managed service providers (MSPs). Each session provides practical tips, best practices, feature overviews and growth strategies to help participants leverage HubSpot more effectively in their businesses. 

The first online training will take place Thursday, Oct. 2 @ 4pm EDT.  In addition to the live training, participants will gain access to a community space where they can share insights, ask questions and exchange best practices with peers.

Program Structure

• Frequency: Biweekly (every two weeks)
• Format: 45-60 minutes per session — 30 minutes by the presenter and 15-30 minutes of interactive conversation to address your questions on HubSpot topics
• Content Style: Practical, tactical and highly relevant to the office technology and MSP industries
• Community: Ongoing forum/chat for members to interact between sessions

Program Outline

(1) Kickoff & HubSpot Foundations

• Why HubSpot is a growth engine for office technology dealerships and MSPs
• Core CRM setup and navigation
• Quick wins: getting your sales team engaged

(2) Sales Enablement With HubSpot to Set More Appointments

• Pipeline setup tailored for dealers and MSPs
• Automating deal stages and forecasting
• Using templates, snippets and sequences to save time

(3) Marketing Automation & Lead Generation

• HubSpot forms, landing pages and CTAs
• Email marketing campaigns that convert
• Lead scoring and nurturing workflows

(4) Closing More Deals With HubSpot

• Automatically managing pipeline
• Leveraging reports and tools to never lose track of a deal
• Automating renewals and upsells

(5) HubSpot Reporting & Dashboards

• Key reports for CEOs, sales leaders and marketing directors
• Building dashboards for tracking MRR, pipeline and campaign ROI
• Attribution reporting to prove marketing's impact

(6) Integrations & Advanced Features

• Connecting HubSpot with key tools (autodialers, ZoomInfo, ERP/PSA systems)
• AI features in HubSpot
• Custom objects and advanced automation

(7) Best Practices Roundtable (Community-Driven)

• Open Q&A session
• Members share what's working in their dealerships/MSPs
• Peer-to-peer best practice exchange

(8) Scaling & Optimizing HubSpot

• Taking HubSpot usage from "basic" to "strategic"
• Governance and adoption strategies
• Planning for long-term growth