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HubSpot Sales Hub Implementation

True or False? In your migration plan, you can skip analyzing or recreating key reports from the client’s previous CRM if they have an...

True or False? In your migration plan, you can skip analyzing or recreating key reports from the client’s previous CRM if they have an...

When is it okay to ignore deadlines in your running log of implementation tasks?

When is it okay to ignore deadlines in your running log of implementation tasks?When you have reason to believe that the client doesn’t...

Why does the evaluation period matter in a Sales Hub implementation?

Why does the evaluation period matter in a Sales Hub implementation?Because the client should be given time to evaluate whether the finished product...

Which of the following steps should you complete for building Sales-Service alignment, as opposed to Sales-Marketing alignment?

Which of the following steps should you complete for building Sales-Service alignment, as opposed to Sales-Marketing alignment?Determining how support and service team members...

Scenario: Your client sells highly sophisticated and customized products and services in the financial technology industry. Your client champion does not believe that their...

Scenario: Your client sells highly sophisticated and customized products and services in the financial technology industry. Your client champion does not believe that their...

Which of the following steps should you implement in order to build an outreach playbook for your client?

Which of the following steps should you implement in order to build an outreach playbook for your client?Create a checklist of all outreach...

True or false? Once you have constructed an outreach process diagram for your client, you will be able to visualize the gaps in their...

True or false? Once you have constructed an outreach process diagram for your client, you will be able to visualize the gaps in their...

Which of the following is NOT a good way of asking sales teams about their outreach strategy?

Which of the following is NOT a good way of asking sales teams about their outreach strategy?Be patient and earn trust before extracting...

Which of the following is NOT an appropriate discovery question to ask clients when trying to plan automation strategy?

Which of the following is NOT an appropriate discovery question to ask clients when trying to plan automation strategy?How do reps surface pertinent...

True or False?: Pay close attention to the pilot team’s feedback. Without their approval, you risk creating a setup that won’t actually help your...

True or False?: Pay close attention to the pilot team’s feedback. Without their approval, you risk creating a setup that won’t actually help your...

Which of the following statements is true?

Which of the following statements is true?Custom object names should be specific and not vague, consistent, avoid special characters, and always have a...

Which one of the following tasks should be completed in your pre-migration work?

Which one of the following tasks should be completed in your pre-migration work?Perform a delta migration Double-check objects, records, associations, and properties with...

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