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
Questions
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 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
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their existing database to make sure the data is free from errors, inconsistencies, or mistakes (such as typos or outdated information) that could impact its reliability and usability.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?
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their existing database to make sure the data is free from errors, inconsistencies, or mistakes (such as typos or outdated information) that could impact its reliability and usability.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
Which of the following is NOT a reason to conduct a systems audit before a CRM data migration?
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
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 _______ .
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
True or false? In a RACI matrix, there are often multiple individuals assigned to the “Responsible” role for a task.
True or false? In a RACI matrix, there are often multiple individuals assigned to the “Responsible” role for a task.
- True
- False