True or false? The definition of success for a project should include relevant metrics, and each definition of success should be specific, measurable, attainable, relevant, and timely.
True False
Read moreHubspot Marketing Hub Implementation Certification
Before reviewing migration options with a client, what questions should you ask if they have a pre-existing CRM system?
Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements? Are they actively using all records types
Read moreWhat are some helpful things to understand about your client before recommending how they should import their data into HubSpot?
How many records they have in their current CRM What types of objects they use in their current CRM How
Read moreWhich of the following questions should you ask if a client has a pre-existing CRM and wants to connect their system with HubSpot?
How large is their CRM database? Is it a native CRM that integrates with HubSpot or is it a custom
Read moreTrue or False? HubSpot Support can answer any questions about any software that integrates with HubSpot.
• True. HubSpot Support reps are experts in the entire App Ecosystem. • True. HubSpot Support will also connect apps
Read moreTrue or False? HubSpot Support can answer any questions about any software that integrates with HubSpot.
HubSpot Support reps are experts in the entire App Ecosystem. HubSpot Support will also connect apps on behalf of Solutions
Read moreWhen migrating off of another system, what are some key pieces of information you should be aware of when having the migration discussion with the client?
Their budget for working with a third party The data points they are looking to import into HubSpot How tech-savvy
Read moreIf a client is asking you who they should invite to the first implementation consulting call, what is the best option below?
Front line HubSpot users Marketing leadership The decision maker(s) IT resources All of the above
Read moreHow often should you be having onboarding calls with your clients to check on their progress?
As often as specified by your service agreement with them As often as deemed necessary, as specified by them Once
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