Questions

You want to help your client automate their sales rep email follow up. Which tool would be most helpful?

The Workflow tool because this will allow marketers to take over and nurture leads for the sales reps.

The Meetings tool because this will allow prospects to easily set up time with a sales rep.

The Sequences tool because this will allow sales reps to schedule a series of targeted emails to send over time.

The Documents tool because sales reps can see which content to send next to the prospect.

 

Collecting a client’s contact data together to import can be a daunting task. What is the BEST way to position this job to your client?

Point out importing is actually just a small part of the full implementation process.

Remind them that the outcome will be worth the trouble.

Present it as an opportunity for them to organize and validate their data.

Tell them that it’ll be a lot of work but it’s unavoidable.

 

Fill in the blank. Before a client can start tracking their active sales inside HubSpot CRM, they need to customize their _____________.

lead views

buyer personas

deal stages

sales process

 

You are implementing HubSpot CRM for a client who doesn’t use Gmail or Outlook for their emails. What is the best way for their team to log their emails in HubSpot CRM?

Using the email functionality on the contact record to send emails from inside the CRM

Manually logging emails in the CRM

Importing the email messages in bulk

Using the CRM’s bcc and forwarding addresses

 

Which of the following is NOT a standard report on the Sales Dashboard?

Deal Forecast

Sales Performance

Deal Leaderboard

Productivity

 

You have a client who is already using HubSpot’s marketing platform and wants to try out HubSpot CRM. How do you get them started?

By going to hubspot.com/crm and creating a CRM account

By adding the CRM to their existing portal

Reach out to your Channel Consultant to create a new portal that includes marketing and CRM

Have your client contact HubSpot Support to enable this in their portal