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SkyVault | HQ Team Training

Course #2 — SkyVault CRM Essentials


This course is designed to empower HQ staff to master the core functionalities of SkyVault CRM, powered by HubSpot, for efficient member management and engagement. You’ll begin with a foundational understanding of CRM concepts, learning how SkyVault serves as a central hub for organising member data, tracking interactions, and streamlining operations at British Skydiving.

Next, you’ll delve into practical tools and techniques for managing member information, including creating detailed contact profiles, customising properties, and ensuring compliance with data privacy regulations. The course also introduces automation workflows, marketing tools, and the Service Hub to optimise communication and streamline support processes.

By the end of this course, you’ll have the skills to confidently navigate and utilise SkyVault CRM, ensuring efficient operations and enhanced member engagement. This training prepares you to leverage the platform to support British Skydiving’s goals of operational excellence and a seamless member experience.

Course Content

1. CRM Fundamentals in SkyVault
Introduction to SkyVault CRM 4 Topics | 1 Quiz
2. Managing Member Information
Managing Member Data in HubSpot 3 Topics
Summary and Practical Applications 2 Topics | 1 Quiz
3. Enhancing Member Engagement
Advanced Features and Automation in HubSpot 3 Topics
Summary and Practical Applications 2 Topics | 1 Quiz
4. Practical Application & Assessment
Assignment 3 Topics
SUPPORTIVE INFO
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HQ Training Sessions | Video Recordings