Download the Ultimate HubSpot App Training Toolkit
Download our exclusive Training & Coaching Toolkit to help your sales and support teams seamlessly adopt the HubSpot mobile app, avoid common data pitfalls, and keep deals moving on the go.
Why You Need This
How our resources could help your team.
While the HubSpot mobile app is a powerful tool for taking your CRM on the road, many teams struggle with hidden limitations, syncing errors, and platform differences that disrupt their workflow. If your team is frustrated by missing data or clunky mobile processes, this toolkit is for you.What subjects are covered?
Fixing Caller ID & Sync Issues
Stop losing context. We provide step-by-step guides to ensure local contacts sync properly and Caller ID stops showing up as "Unknown"
Navigating Offline Limitations
Don't get caught off guard in dead zones. Learn the reality of HubSpot's offline capabilities—like how you can only access locally cached data and cannot load new data requests without internet
—and teach your reps how to prepare before they travel.
Platform Discrepancies (iOS vs. Android)
Address frustrating differences, such as the fact that Android users can use the "#" shortcut to quickly insert Snippets into ticket notes, while iOS users currently cannot. We provide high-efficiency workarounds for Apple users.
Business Card & QR Code Scanning Best Practices
The app's scanner is great, but can sometimes yield distorted or blurry imagesWe include best practices for lighting, angles, and manual review to ensure no lead is lost.
Overcoming Performance Bugs
Provide your team with our quick-reference troubleshooting cheat sheet for dealing with sluggish performance, frozen screens, and attachment limitations
What’s Inside the Downloadable Zip File?
The Manager's Coaching Guide
A framework for rolling out the mobile app to your team, tracking adoption, and monitoring mobile call logging compliance.
Rep Cheat Sheets
Quick, printable PDFs detailing step-by-step instructions for tasks like enabling Caller ID permissions, manually syncing contacts, and logging offline activities.
Short Video Tutorials
Video tutorials covering every aspect of the installation, configuration and feature-by-feature how-to explanations. Our 'motivational' video describes the benefits of HubSpot's mobile application using real-life scenarios.
Slide Deck Presentations
A ready-to-use presentation deck you can use in your next sales meeting or training seminar to walk your team through mobile CRM best practices.