The best CRM training resources for Salesforce, HubSpot, Zoho, Pipedrive, and Keap

Mastering CRM takes time. There's no shortage of training options, but finding the ones worth your time is the hard part.

This guide cuts through the noise. Whether you're running on Salesforce, Zoho, HubSpot, Pipedrive, or Keap (formerly Infusionsoft), you'll find the best training resources to get your team up to speed and your pipeline under control.

Here's what's covered:

• Top Salesforce training resources
• Infusionsoft/Keap learning
• Zoho CRM training courses
• Pipedrive learning resources
• HubSpot CRM training

Top Salesforce training resources

Salesforce connects your sales, marketing, and customer service teams in one platform. It's powerful, and that power comes with a learning curve. These eight resources will get you and your team confident in the tool.

• Salesforce Classes + Credentials: Type: Instructor-led. Cost: $600+. Salesforce offers role-based learning paths that go deep on product features. Complete a course and you can earn a Salesforce training and certification, which signals real expertise and gives your team a competitive edge.

• Salesforce's Trailhead: Type: Self-directed. Cost: Free. The Salesforce Trailhead learning platform offers free, modular courses that cover specific skills, and the broader resource library includes cheat sheets, user guides, and a full video library.

• Simplilearn: Type: Instructor-led or self-directed. Cost: $599+. Simplilearn aligns its curriculum with Salesforce's official training and tailors content to your organization. Available in self-paced or instructor-led formats.

• PluralSight: Type: Self-directed. Cost: $29 to $299. Expert-led courses that help you build skills at your own pace, with tools to identify where your team's knowledge gaps are.

• Stony Point: Type: Instructor-led. Cost: $300+. A tailored approach for both technical users and end users, combining training with consulting and development support.

• Edureka: Type: Self-directed. Cost: $279+. Edureka focuses on the business implications of CRM and cloud computing, a good fit if you want to understand the "why" behind the tool, not just the "how."

• Lynda: Type: Self-directed online training. Cost: $29 to $34. Video-based learning led by Salesforce experts, covering beginner through advanced techniques.

• Udemy: Type: Instructor-led classes. Cost: $25+. Udemy offers complete certification programs for a range of roles. Watch for sales, where prices can drop significantly.

Infusionsoft/Keap learning

Keap (formerly Infusionsoft) is built for growing companies managing a lot of moving parts. It automates marketing and sales workflows so your team can focus on the work that actually moves the needle. Once you're set up, try building an Infusionsoft dashboard to track performance in real time.

• Infusionsoft University: Type: Self-directed. Cost: $299. A three-day course taught by Infusionsoft experts. You'll cover automation, campaign building, and the features most teams underuse.

• Udemy: Type: Self-directed. Cost: $79+. A full library of courses for beginners through advanced users. Flash sales can bring prices down to under $15.

• Training Business Pros: 1-on-1 Infusionsoft Training: Type: Instructor-led. Cost: $297/hour. One-on-one sessions with an Infusionsoft Certified Partner. The cost is higher, but the instruction is specific to your setup and your goals.

• Help Centre by Infusionsoft: Type: Self-directed. Cost: Free. A free library of training webinars covering beginner to advanced concepts. A solid first stop before investing in paid training.

Zoho CRM training courses

Zoho CRM brings together sales, marketing, inventory, and customer support in one place. It's a capable platform, and these resources will help your team get the most out of it. You can also create your own Zoho CRM connector to pull live data into your dashboards.

• Zoho CRM - Online and Classroom Training: Type: Instructor-led. Cost: Free. Zoho's customer success library covers every product feature in depth, with user guides, webinars, help videos, and blogs. Free, comprehensive, and a natural starting point.

• Zoho CRM Training Videos: Type: Self-directed. Cost: $699 to $799. Feature-by-feature video training designed to help your team manage the sales funnel more effectively. Each video focuses on a single function so learning stays focused.

• Udemy - Zoho Academy: Type: Self-directed. Cost: Free. One of the most widely used Zoho training programs available. Courses cover the basics through to advanced configuration and administration.

Pipedrive learning resources

Pipedrive is built around simplicity. The interface is clean, pipeline management is visual, and the tool is designed to keep your team focused on actions that close deals. You can also integrate Pipedrive with Klipfolio to see your pipeline data alongside every other metric that matters.

Pipedrive offers free training through two main channels:

• Sales Pipeline Academy: Type: Self-directed. Cost: Free. A two-week email course that walks you through pipeline fundamentals and best practices.

• Pipedrive Resources: Type: Self-directed. Cost: Free. A library of guides, case studies, templates, and free tools to help your team sell smarter.

HubSpot CRM training

HubSpot has automated much of the admin work that used to slow sales teams down. The result is a CRM that's fast to learn and easy to act on. Try designing a custom HubSpot dashboard of your own to give your team a clear, consistent view of pipeline performance.

• HubSpot Academy - Software Training: Type: Self-directed. Cost: Free. Step-by-step training for every major HubSpot feature. A thorough, well-organized starting point for new and experienced users alike.

• HubSpot Classroom Training: Type: Instructor-led. Cost: $500+. Small-group training with HubSpot experts. A good option if your team learns better in a structured, collaborative setting.

• Lynda: Type: Self-directed. Cost: $29 to $34 (with a free 30-day trial). Video tutorials covering HubSpot from beginner to advanced. The free trial makes it easy to evaluate before committing.

Put your CRM data to work

Training gives your team the knowledge. A Klips dashboard gives you the visibility to act on it. When your CRM data is connected to a live dashboard, you stop waiting for someone to pull a number and start making decisions with confidence.

From our Partners at global agencies to lean in-house teams, Klipfolio helps businesses turn CRM data into clear, consistent reporting. Here's what that looks like in practice:

• Real-time ROI visibility: Give your team and clients transparent access to the sales metrics and KPIs that matter, without anyone having to ask for them.
• Automated reporting: Deliver live performance dashboards or schedule PDF reports at regular intervals.
• 130+ integrations: Connect your CRM to a wide range of data sources and see everything in one place.
• Dashboard reports: Create branded PDF reports and schedule recurring email reports based on live dashboard data.
• Customize your dashboards: Add your logo, apply custom themes, and refine the look of every Klip to match your brand.
• Client management: Manage multiple client accounts from a single dashboard hub.