Using Custom Objects to Track Training Courses in HubSpot CRM
Streamline your training management with HubSpot's custom objects feature.
Overview
Tracking training courses in HubSpot can be efficiently managed through "custom objects." This feature allows companies to organize and handle additional types of data relevant to their operations, even on the Starter subscription level, without the need for extensive customization.
Steps to Track Training Courses in HubSpot
1. Access Custom Objects
First, check if your HubSpot account has access to custom objects. This feature is currently in beta for Starter subscriptions, although some functionalities might be limited to higher tiers like Professional and Enterprise.
2. Create a Custom Object
To create a new custom object for your training courses:
- Navigate to the Objects section in your HubSpot account settings.
- Select Custom Objects and follow the on-screen prompts to set up your training course object.
3. Utilize Templates
To streamline the process of creating your custom object, consider using industry templates, such as those categorized under Education. These templates can help you build a structured data model for your courses, minimizing the need for further customization and providing a familiar layout for data entry and reporting.
4. Define Properties
Next, establish the key properties for your training courses. This might include:
- Course Name
- Duration
- Start Date
- End Date
- Participants
These properties will allow you to effectively track all relevant details about your training initiatives.
5. Integrate with Existing Sales Pipelines
To further enhance the utility of your custom object, integrate it with your existing sales pipelines. You can create specific stages for your training courses that reflect their progression, such as 'Scheduled', 'In Progress', and 'Completed’. This integration helps in aligning training initiatives with broader business goals.
6. Use Reporting Tools
Take advantage of HubSpot's reporting features to analyze training course performance metrics. This includes metrics such as completion rates and participant feedback. Utilizing these insights will support informed decision-making and boost accountability within your organization.
Conclusion
By utilizing custom objects in HubSpot, you can effectively track and manage your training courses in a way that aligns with your organization’s specific needs. Following the steps outlined above enhances your CRM capabilities and provides more focused support for your training initiatives.