When should user acceptance testing be conducted?

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

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

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

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

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?

Which of these statements best describes change management?

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

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

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?

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

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

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

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?

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

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?

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

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

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

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?

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.

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.

What is the purpose of a data migration plan?

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.

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?

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.

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?

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

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 _ .

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

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?

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.

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.

How are CRM records associated in HubSpot?

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

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

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?

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

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

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?

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?

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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?

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.

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

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?

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.

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

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?

What are learning objectives?

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.

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

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

Fill in the blank: The _______ is an agreed-upon date after which no new data will be entered into the old CRM, and the client will be fully transitioned onto HubSpot.

Fill in the blank: The _______ is an agreed-upon date after which no new data will be entered into the old CRM, and the client will be fully transitioned onto HubSpot.