The import file contains a date value that doesn't match the format you selected during the import process.
The import file contains a value that doesn't match an existing option in an enumeration property.
The import file contains empty values for multiple columns.
The import file contains a date that's repeated more than ten times across all rows.

When should user acceptance testing be conducted?

Before the data migration
Before the data migration
After the data migration
All of the above

When might a trickle (or phased) migration approach be a good option?

When the client's timeline is strict
When there's greater risk associated with downtime for business operations
When you're onboarding a single team to HubSpot
When user acceptance testing isn’t required

In the context of data migration, what is a rollback?

When the migration team pauses the migration process to review the data for accuracy and consistency
When the migration team minimizes disruption to the client's business operations during the migration
When the migration team reverts the system or database to a previous state due to unforeseen issues
When the migration team communicates progress and updates to the broader team throughout the migration process

True or false? HubSpot's native import tool has built-in rollback functionality.

True
False

True or false? It’s best practice to schedule a delta migration during peak business owners to keep your client as involved as possible.

True
False

You’re designing a post-migration training program for your client that focuses on the intrinsic features, tools, and capabilities that drive CRM adoption, while highlighting the power of their data in HubSpot. Which of the following features should you focus on?

Sales intelligence features, like prospect identification and automatic contact enrichment
Sales acceleration tools, like sending and tracking emails, documents, and playbooks
Mobile app capabilities, like outbound dialing, scanning business cards, and logging activities
All of the above

Which of these statements best describes change management?

Change management is the process of adapting to shifting market trends and customer preferences.
Change management is a systematic approach to achieving business outcomes through the execution of change.
Change management focuses on maintaining the status quo and avoiding disruptions within an organization.
Change management is the practice of implementing changes to IT systems while avoiding down time.

Fill in the blank: The four types of change are informational, transitional, _______, and transformational.

confrontational
motivational
behaviorial
transactional

Which of the following is NOT a characteristic of transformational change?

It requires a significant shift in behavior.
It prompts an emotional response.
It's a simple change process.
It requires empathy, expectation setting, and reinforcement.

You recently assigned a new success manager to one of your client accounts. The previous success manager has worked closely with the client for the last two years. This change doesn't require the client to change their behavior, but does prompt an emotional response from them. What type of change would this be classified as?

Informational
Transitional
Behavioral
Transformational

Which change principle involves identifying the skills, knowledge, and resources required for the change to be successful?

Establishing a clear and shared understanding
Engaging all relevant stakeholders
Supporting with comprehensive training and enablement
Monitoring and evaluating progress

True or false? Engaging all stakeholders in the change process helps build a coalition that supports the change and promotes a shared vision.

True
False

Select all that apply. Which of the following statements accurately describes the ADKAR model?

A framework that focuses on the people-side of change
A framework that's goal-oriented
A framework that aims to limit resistance to change
A framework that’s designed for small teams

When leading a data migration, you should align the objects, fields, and other attributes from the client's existing data source to the corresponding attributes in the new CRM. What is this practice known as?

Data cleansing
Data matching
Data consolidation
Data mapping

Fill in the blank: A _______ is an individual, group, or organization that the outcome of a project or a business venture impacts.

stakeholder
project team
project owner
collaborator

Imagine you’re working with a client who is reluctant to make changes to their existing CRM processes when migrating to HubSpot. How would you approach the situation to help them understand the benefits of the change?

Allow them to design their own data model for HubSpot.
Suggest enhancements to their existing processes that align with their business strategy.
Address their concerns more thoroughly after the data migration is complete.
Offer additional training to the client's team to help them understand the benefits of your suggestions.

Which of the following is typically included in a CRM data migration?

Landing pages and lead generation forms
Knowledge base articles and ticket properties
Marketing emails and content pages
Contact, company, and deal records

One common concern with data migrations is resource availability. How can you alleviate this concern for your client?

Advise the client to allocate all of their available resources to the data migration.
Direct your client to learning resources to help develop their team's data migration skills.
Position your team as skilled project managers and technical consultants who can manage the entire migration process.
Encourage the client to delay the migration until additional resources are available.

True or false? CRM data migrations include transferring only standard objects like contacts and companies.

True
False

Imagine you’re leading a discovery call with a potential client. They’re interested in transitioning to the HubSpot Smart CRM, but are worried that their unfamiliarity with the platform and lack of best practices knowledge may lead to low user adoption. How can you address their concerns?

Offer to set them up with a free trial of HubSpot Smart CRM.
Demonstrate your knowledge of HubSpot's products and methodologies.
Deliver a presentation on the pros and cons of their current CRM system.
Wait to schedule the migration until they've completed platform training in HubSpot Academy.

Fill in the blank: _______ enables you to import contacts, companies, deals, and other CRM objects to HubSpot, using supported file formats like CSV and Excel.

HubSpot's native import tool
HubSpot API
HubSpot's data quality command center
HubSpot's data sync

True or false? Third-party tools like Neverbounce, Zoominfo, and Insycle can enhance the quality, accuracy, and completeness of your data before, during, and after a migration.

True
False

What is the purpose of a data migration plan?

To track errors and feedback during the project
To set expectations with project stakeholders
To facilitate clear and effective communication
All of the above

Fill in the blank: There are many reasons organizations decide to transition to a new CRM. These could include inefficient workflows and low user adoption due to patched solutions or a _______ tech stack.

cohesive
comprehensive
cobbled
customized

Select all that apply. You’re leading a discovery session with your client to better understand their timeline for migrating their CRM data to HubSpot. Which of the following factors could impact the timing of the client's project?

Their team's bandwidth
The contract end date for their current CRM
The length of time they've been using their current CRM
Competing organizational initiatives

True or false? The goals of the migration project team will be to set expectations for CRM usage in the new system, secure the necessary resources needed to complete the work, and maintain alignment and accountability throughout the project’s duration.

True
False

On the migration project team, what role is typically responsible for communicating and coordinating with project stakeholders to make sure tasks and milestones are delivered on time and to completion?

The migration architect or strategist
The developer
The data migration or implementation specialist
The project manager

True or false? In a RACI matrix, there are often multiple individuals assigned to the "Responsible" role for a task.

True
False

Fill in the blanks: An implementation specialist has been assigned the task of importing a client's existing CRM records to HubSpot. A migration architect will be overseeing the completion of the implementation specialist's work. Once the data has been imported, the implementation specialist will notify members of the client's sales leadership team that the project milestone has been met. In a RACI matrix, the migration architect would be considered _ , and the sales leaders would be _ .

Accountable, Informed
Consulted, Accountable
Informed, Responsible
Responsible, Consulted

Which of the following is NOT a reason to conduct a systems audit before a CRM data migration?

To assess the client’s CRM data quality and integrity
To suggest ways to integrate the existing CRM and HubSpot Smart CRM
To understand the current CRM's limitations or inefficiencies
To evaluate the client's existing CRM customizations and integrations

You’re conducting a systems audit for a client. You review their existing database to make sure the data is free from errors, inconsistencies, or mistakes (such as typos or outdated information) that could impact its reliability and usability. Which aspect of data integrity is this an example of?

Accuracy
Completeness
Consistency
Uniqueness

True or false? Completing a pre-migration data cleanup is a bad practice, since it can lead to broken object associations or unexpected data loss.

True
False

Fill in the blank: In a CRM, a _______ is used to define the relationship between unique objects, properties, and activities, and can be used to set up data imports, reports, and automation.

data guide
data blueprint
data model
data integration

How are CRM records associated in HubSpot?

Associations are one-way, from record A to record B only.
Associations are one-way, from record B to record A only.
Associations are two-way, with both record A and record B being associated.
Associations are not available in HubSpot.

What type of resource is used to capture the relationship between elements by using a flowchart-style illustration?

A data mapping document
An entity relationship diagram (ERD)
A data migration plan
A RACI matrix

Select all that apply. Which of the following factors can impact the estimated timeline for a CRM data migration project?

The volume of the data being migrated
The complexity of the data being migrated
The invariability of the data being migrated
The quality of the data being migrated

Imagine that you're migrating new contact and company records from Salesforce to HubSpot in a single import file. In the import file, you include the Salesforce account ID as the unique identifier. What will the unique identifier be used for?

To delete records
To associate records
To de-duplicate records
To disassociate records

Which of the following can be customized with user permissions in HubSpot?

User access to property settings
User access to the workflows tool
User access to bulk actions
All of the above

True or false? It isn’t necessary to create custom properties in HubSpot ahead of time for theassociated data to import correctly.

True
False

In HubSpot, the middle column of a record shows a timeline of the record's activities and a summary of its information. What is this section known as?

The record overview
The record summary
The record timeline
The record recap

Imagine you’re importing new contact and deal records to HubSpot. Several of the deal records have multiple contacts related to a single deal. For example, one contact who’s the decision maker and another who’s the billing contact. What feature in HubSpot can be used to further specify the contacts' relationship to the deal?

A note
A custom object
A record tag
An association label

Fill in the blank: Deal pipelines help visualize your client’s _______ to predict revenue and identify selling roadblocks.

marketing activities
sales process
marketing process
rep activities

Fill in the blank: _______ act as reference points to locate and map data from the source system to the appropriate objects and fields within HubSpot.

Contact records
API keys
Unique identifiers
Company records

Select all that apply. In a data mapping document, what information is typically stored in tables?

Object properties and associated field values from the client's source CRM
Object properties and associated field values from HubSpot Smart CRM
Workflow actions for data validation in HubSpot
Field types for all listed properties

True or false? Creating additional pipelines is only recommended if the client’s sales processes have unique stages that require different pipelines.

True
False

Before importing data, which of the following configurations should you consider turning off in HubSpot?

Automated contact creation and association with companies
Automated property filling from the HubSpot Insights database
Active integrations or data syncs that may impact the migration
All of these configurations should be turned off

Which of the following is NOT a reason to preserve legacy records IDs from the source CRM during a data migration?

To verify the accuracy of the imported data
To conduct post-import data cleanup in HubSpot
To establish data governance practices in HubSpot
To perform updates to existing CRM records

Select all that apply. When preparing import files for data migration, which file formats are supported by HubSpot's native import tool?

.csv
.xlsx
.doc
.txt

True or false? In an import file, column headers can be organized in any order without affecting the import.

True
False

True or false? Attachments can only be imported to HubSpot using the Engagements API.

True
False

Which of the following is NOT an enumeration property in HubSpot?

Multi-select
Radio select
Number
Checkbox

Select all that apply. In HubSpot, what is the purpose of the data quality command center?

To identify incomplete values for properties
To identify unused playbooks
To identify property values that are formatted incorrectly
To identify duplicate records

In the data quality command center, which of the following indicates the percentage of records that have a value for a specific property?

Fill rate (%)
Used in
Update source
Data syncs

Select all that apply. When designing a process for user acceptance testing, which factors should you consider?

Company size

Number of roles or teams you'll be onboarding

Learning preferences of users

The company's culture

Fill in the blank: When completing user acceptance testing in HubSpot, it’s best practice to review _____ for their owned deals.

unique identifiers
deal settings
workflow actions
associated contacts and associated companies

Establishing baselines before starting the migration to HubSpot can serve as a reference to gauge results once the migration is complete. Which of the following is NOT a recommended baseline you should measure against?

Total count of records from the source system
Average system usage in the source system
Volume of existing data quality issues in the source system
Total active users in the source system

Fill in the blank: A delta migration covers the period between the date data was exported for the full migration to the _______ users were actively working in the old system.

last date
last week
last month
last quarter

Fill in the blank: _______ is often cited as a top barrier when using a CRM to accelerate revenue growth.

Ineffective training videos
Lack of phone support
Poor branding
Low user adoption

In Kotter's 8-step model for change management, the last step is focused on anchoring the change in the company’s corporate culture. In the context of a data migration, what's one way you can achieve this?

Position the CRM as just another tool in the company’s tech stack
Encourage the client to learn the new system through trial and error
Integrate CRM training into recruitment, onboarding, and employee development programs
Recreate the client’s existing CRM processes in HubSpot to avoid confusion

True or false? When designing a relevancy-oriented training for adult learners, it’s important to focus on practical tasks and objectives that can make the training more valuable to them.

True
False

Fill in the blank: Adult learners want training to focus on _______, rather than knowledge that may be useful to them in the future.

hypothetical scenarios
best practices
current issues
common pitfalls

You’re leading an interactive training session for a team of sales representatives to show them the value of their data in HubSpot Smart CRM. How can you make sure the training is both relevant and benefit-oriented for them?

Focus on ease-of-use, time savings, and leveraging insights to close more deals faster.
Focus on forecasting revenue and achieving visibility and predictability into their pipeline.
Focus on data integrity, user permissions, and customization.
Focus on leveraging automation to drive efficiency across the customer lifecycle.

What are learning objectives?

They describe the metrics that will be used to track the success of a learning experience.
They describe what the learner hopes to gain from the learning experience.
They describe what participants should know, or be able to do, as a result of a learning experience.
They describe the potential consequences of a failed learning experience.

True or false? It’s best to avoid scheduling CRM training towards the end of a fiscal quarter when the pressure to hit quotas or goals is higher.

True
False

After a data migration, how can team managers act as an extension of your training team?

By incorporating CRM usage into their one-on-one meetings with direct reports
By making all training sessions for their direct reports mandatory
By offering bonuses or incentives around training completion
By creating detailed user guides and glosseries for their direct reports

Fill in the blank: Standard objects in HubSpot include contacts, companies, _______ , tickets, and products.

opportunities
calls
deals
meetings

Hubspot CRM Data Migration Certification Answers

You’re designing a post-migration training program for your client that focuses on the intrinsic features, tools, and capabilities that drive CRM adoption, while highlighting the power of their data in HubSpot. Which of the following features should you focus on?

By vmartinez

You’re designing a post-migration training program for your client that focuses on the intrinsic features, tools, and capabilities that drive CRM adoption, while highlighting the power of their data in HubSpot. Which of the following features should you focus on?

Sales intelligence features, like prospect identification and automatic contact enrichment
Sales acceleration tools, like sending and tracking emails, documents, and playbooks
Mobile app capabilities, like outbound dialing, scanning business cards, and logging activities
All of the above

True or false? It’s best practice to schedule a delta migration during peak business owners to keep your client as involved as possible.

By vmartinez

True or false? It’s best practice to schedule a delta migration during peak business owners to keep your client as involved as possible.

True

False

True or false? HubSpot’s native import tool has built-in rollback functionality.

By vmartinez

True or false? HubSpot’s native import tool has built-in rollback functionality.

True

False

In the context of data migration, what is a rollback?

By vmartinez

In the context of data migration, what is a rollback?

When the migration team pauses the migration process to review the data for accuracy and consistency
When the migration team minimizes disruption to the client’s business operations during the migration
When the migration team reverts the system or database to a previous state due to unforeseen issues
When the migration team communicates progress and updates to the broader team throughout the migration process

When might a trickle (or phased) migration approach be a good option?

By vmartinez

When might a trickle (or phased) migration approach be a good option?

When the client’s timeline is strict
When there’s greater risk associated with downtime for business operations
When you’re onboarding a single team to HubSpot
When user acceptance testing isn’t required

When should user acceptance testing be conducted?

By vmartinez

When should user acceptance testing be conducted?

Before the data migration
Before the data migration
After the data migration
All of the above