True or False? Integrating two technologies can never negatively impact a client’s data integrity, so you should always recommend integrating as many technologies as possible.
True False
Read moreAuthor: Roger Johnson
Scenario: After understanding your client’s platform in detail, you’re ready to make recommendations about integrating, replacing, or keeping various technologies. Even though the client wants to completely transition away from their legacy CRM tool, you don’t think that’s an effective solution, given how deeply the legacy CRM is ingrained in their business operations. Which one of the following could be a prudent recommendation and rationale in this situation?
Because it would cost too much time and money to completely replace the legacy CRM at the moment, you can
Read moreResearch shows that clients are most successful on HubSpot when they have between ___ and __ integrations.
7 and 10 3 and 2 40 and 57 77 and 110
Read moreScenario: You’re halfway through an important discovery conversation with your client’s entire team of stakeholders. Suddenly, the Sales Director interrupts with a question about whether they can transition their entire sales organization to Sales Hub from a legacy CRM. This is a pivotal moment in your relationship with this client, but you weren’t prepared to answer this question. How should you react to avoid derailing the conversation while still keeping the client interested in Sales Hub?
Explain that you’ll reach out to them privately to continue this discussion, but you’re not prepared to have this conversation
Read moreWhy are clients sometimes uncomfortable discussing the “why” behind a particular business process, and more comfortable discussing individual technologies?
They may not understand the value of a platform audit yet. Take time to educate them on the benefits of
Read moreScenario: You’re discussing platform goals with your prospect for the first time, and they suddenly start expressing doubt about some of the ideas you’ve suggested. While it seemed like they were initially excited about cancelling unnecessary SaaS app subscriptions, they’re worried about the downstream impact on their business. How do you reassure them and avoid derailing your discussion?
Remind them that this is just an exploratory discussion, and that you won’t make any decisions without thoroughly understanding each
Read moreWhich of the following is NOT a best practice for stakeholder calls on the topic of platform auditing?
Center the conversation around the business process Center the conversation around their specific CRM product Ask specific questions to get
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