Questions

 

True or False? The pilot team’s feedback serves as a quality assurance mechanism for the implementation project.

 

• True

 

• False

 

Which of the following describes the role of the IT lead or technology specialist?

 

• Working with the project manager to integrate outside technologies with Sales Hub
• Building custom integrations using HubSpot’s API
• Creating custom objects
• Resolving underlying technical architecture issues
• All of the above

 

 

Which of the following is true about developing a reporting playbook for your client?

 

• Your firm’s project manager should not be involved here. Only the IT lead or technology specialist should dictate what metrics matter the most.
• Only your firm’s sales enablement specialist should call the plays in terms of determining the metrics to focus on, given their depth of technical knowledge.
• Your firm’s project manager should collaborate with some or all members of the implementation team and the client’s project leaders to determine what metrics to focus on.
• Your firm’s support specialist should be in charge of firing the project manager if they make a wrong decision.

 

Which of the following would go against the best practices for Sales Hub implementation?

 

• Coming to the client prepared with a full timeline for CRM migration and data modeling strategy before you’ve met with their key stakeholders or understood their business priorities.
• Building a clear communication plan that goes beyond email updates.
• Creating an implementation timeline after consulting thoroughly with all stakeholders
• Building a scalable plan for user training on the new platform.

 

Which of the following is a common way in which the supervisory committee can guide a Sales Hub implementation project?

 

• By making sure the technology specialist does the job of the support engineer, thereby saving the client money.
• By making sure decision-makers are involved.
• By making sure the client’s CEO attends every meeting and oversees every decision, no matter how small it is.
• By controlling what information is shared with decision-makers, because the sales training process is always deeply political.

 

Which of the following statements is false, based on the information, frameworks, and methodologies shared in this certification?

 

• Each client’s situation is unique, and you shouldn’t underestimate the importance of thoroughly understanding your client’s previous CRM’s architecture.
• A responsibility matrix divides all stakeholders into twelve categories.
• Complex CRM implementations usually demand more than just email updates to key stakeholders each week.
• The project definition of success should include relevant metrics, and each definition of success should be specific, measurable, attainable, relevant, and timely.