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Home » Archives for vmartinez » Page 2488

vmartinez

True or false? Defining a custom object schema refers to building a process for updating custom objects, along with building a business case for using a custom object.

By vmartinez

 

True or false? Defining a custom object schema refers to building a process for updating custom objects, along with building a business case for using a custom object.

 

  • True

 

  • False

 

Filed Under: Hubspot Sales Hub Implementation Answers

True or false? Custom objects are always preferable to standard objects for your client’s data modeling needs because they are quicker and easier to set up.

By vmartinez

 

True or false? Custom objects are always preferable to standard objects for your client’s data modeling needs because they are quicker and easier to set up.

 

  • True

 

  • False

 

Filed Under: Hubspot Sales Hub Implementation Answers

Scenario: Your client runs a manufacturing company, shipping products directly to their customers. The client wants to track shipments in HubSpot. They want to be able to associate the shipments to the contacts receiving them, and a single contact could have multiple shipments at the same time. Which tool would you use to represent this data?

By vmartinez

Scenario: Your client runs a manufacturing company, shipping products directly to their customers. The client wants to track shipments in HubSpot. They want to be able to associate the shipments to the contacts receiving them, and a single contact could have multiple shipments at the same time. Which tool would you use to represent this data?

 

  • CRM extensions
  • Timeline Events
  • Custom Properties
  • Object

 

Filed Under: Hubspot Sales Hub Implementation Answers

Scenario: Your client owns a car dealership. You need a way to represent maintenance visits. Your client needs to see a record of when the visit occurred, what maintenance was done, and the car’s mileage at the time of the visit. Which HubSpot tool would you use to represent your client’s data?

By vmartinez

Scenario: Your client owns a car dealership. You need a way to represent maintenance visits. Your client needs to see a record of when the visit occurred, what maintenance was done, and the car’s mileage at the time of the visit. Which HubSpot tool would you use to represent your client’s data?

 

  • CRM extensions
  • Timeline Events
  • Custom properties
  • Custom object

 

Filed Under: Hubspot Sales Hub Implementation Answers

Which of the following is not one of the best practices for building a Sales Hub implementation plan?

By vmartinez

Which of the following is not one of the best practices for building a Sales Hub implementation plan?

 

  • Preparing a user adoption education plan
  • Building a reporting playbook
  • Putting a miscommunication plan in place to avoid office politics
  • Instituting a progress tracking mechanism

 

Filed Under: Hubspot Sales Hub Implementation Answers

Which of the following is a part of the evaluation stage of a Sales Hub implementation plan?

By vmartinez

Which of the following is a part of the evaluation stage of a Sales Hub implementation plan?

 

  • Building a reporting playbook
  • Reviewing your client’s CRM to make sure that all deal stages are identical to lead status stages
  • Reviewing your client’s survey integration to make sure they’re always collecting NPS data
  • Replacing all standard objects with custom objects

 

Filed Under: Hubspot Sales Hub Implementation Answers

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