True or false? Standard objects are entities specific to your client’s business that can be created and tailored to their unique needs and data requirements.
- True
- False
Questions
Imagine you’re migrating a client’s data from an external CRM to an existing HubSpot account. What action can you take to segment (or distinguish between) the new and existing datasets after they’re merged?
Imagine you’re migrating a client’s data from an external CRM to an existing HubSpot account. What action can you take to segment (or distinguish between) the new and existing datasets after they’re merged?
- Use a custom property to identify new records from existing records.
- Move the existing HubSpot database to a new HubSpot account.
- Migrate the external data to a HubSpot sandbox account.
- You shouldn’t merge an external database with existing data in HubSpot.
Imagine your client is interested in learning more about technical solutions that would enable a one-time bulk import of their existing CRM data to HubSpot Smart CRM. Based on their needs, which of the following options would NOT be recommended for your client?
Imagine your client is interested in learning more about technical solutions that would enable a one-time bulk import of their existing CRM data to HubSpot Smart CRM. Based on their needs, which of the following options would NOT be recommended for your client?
- HubSpot’s native import tool
- HubSpot API
- Third-party data migration software, like Import2
- HubSpot’s data sync
According to Kotter’s model of change management, what is the first stage that companies must go through to achieve effective change?
According to Kotter’s model of change management, what is the first stage that companies must go through to achieve effective change?
- Form a powerful coalition
- Create a sense of urgency
- Communicate the vision
- Remove obstacles
One principle of adult learning theory is that adults are autonomous and self-directed. As a training facilitator, how can you support this?
One principle of adult learning theory is that adults are autonomous and self-directed. As a training facilitator, how can you support this?
- Provide training in a single format to avoid confusion.
- Allow learners to assume responsibility for their learning.
- Supply learners with answers, so they understand concepts more quickly.
- Make training optional for all learners.
Imagine you’re leading a data migration for a client. They don’t want to experience any downtime in their CRM processes when transitioning from their old system to HubSpot, so they continue to work in the old system while the full migration is being completed. What can you do to make sure that any data that’s been added, changed, or deleted in the old system during this time is transferred to HubSpot?
Imagine you’re leading a data migration for a client. They don’t want to experience any downtime in their CRM processes when transitioning from their old system to HubSpot, so they continue to work in the old system while the full migration is being completed. What can you do to make sure that any data that’s been added, changed, or deleted in the old system during this time is transferred to HubSpot?
- Perform user acceptance testing
- Perform a delta migration
- Perform a rollback
- Perform a test migration