Questions

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? 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

 

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

 

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

 

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

 

 

 

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