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Which of the following is NOT a good question to ask your client in your platform audit?

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May 1, 2023

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Which of the following is NOT a good question to ask your client in your platform audit?

How much would it cost to move to a different system?
If this app were removed, what processes would be disrupted?
How much are competitors charging for this same functionality?
None of the above. They’re all good questions.

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Scenario: A client’s CEO wants to replace their CMS (Content Management System) within one month because it isn’t meeting all of the organization’s needs. When you interview the day-to-day users, you realize that the CMS is deeply ingrained into the company’s business process, and is being used heavily. You know that it will likely take over 6 months, at the very least, to replatform to a new CMS. What should you tell the client’s CEO?

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Scenario: A client’s Sales VP wants your help to implement Salesforce for their team’s CRM needs, but they already have an instance of HubSpot CRM and Sales professional that one of their Sales divisions is using. The Sales VP is simply unaware of HubSpot’s CRM and sales tools, and hasn’t considered the costs and benefits of getting more HubSpot Sales seats vs. a new Salesforce instance. What should you do?

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