Questions

 

True or false? Since many tools – like sequences, workflows, and reporting – need to have data and assets already in HubSpot to configure them, data and asset migration should be completed before you start on deeper platform configuration.

 

• True

 

• False

 

Select all that apply. During an implementation project, your role as the implementation consultant is to do what?

 

• Get the client excited about what’s possible with HubSpot.

• Work with the client to decide what deliverables are the highest priority.

• Set realistic expectations with the client.

• Help the client understand the risks or tradeoffs of changing the project scope.

 

Fill in the blank: The _____ is a strategic guide designed to establish clear expectations and measurable objectives. It’s used as a tactical tool to track and control the course of the project.

 

• implementation plan
• project timeline
• integration roadmap
• onboarding checklist

 

 

Cora is a member of your implementation services team. Cora is a HubSpot power user and has years of experience setting up and customizing HubSpot to align with clients’ requirements, business processes, and goals. During the implementation, Cora’s adding users and teams, setting up lead nurturing workflows, and creating custom reports and dashboards inside HubSpot. What key responsibility is Cora carrying out for the implementation?

 

• Project management
• Development
• Platform configuration
• Solutions architecture

 

 

True or false? Quote templates can be migrated to HubSpot.

 

• True

 

• False

 

 

True or false? It’s possible to report on data created and stored outside of the HubSpot Smart CRM.

 

• True

 

• False