Questions

 

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

 

Fill in the blank: _______ enables you to import contacts, companies, deals, and other CRM objects to HubSpot, using supported file formats like CSV and Excel.

 

• HubSpot’s native import tool
• HubSpot API
• HubSpot’s data quality command center
• HubSpot’s data sync

 

Imagine you’re leading a discovery call with a potential client. They’re interested in transitioning to the HubSpot Smart CRM, but are worried that their unfamiliarity with the platform and lack of best practices knowledge may lead to low user adoption. How can you address their concerns?

 

• Offer to set them up with a free trial of HubSpot Smart CRM.
• Demonstrate your knowledge of HubSpot’s products and methodologies.
• Deliver a presentation on the pros and cons of their current CRM system.
• Wait to schedule the migration until they’ve completed platform training in HubSpot Academy.

 

 

True or false? CRM data migrations include transferring only standard objects like contacts and companies.

 

• True

 

• False

 

One common concern with data migrations is resource availability. How can you alleviate this concern for your client?

 

• Advise the client to allocate all of their available resources to the data migration.
• Direct your client to learning resources to help develop their team’s data migration skills.
• Position your team as skilled project managers and technical consultants who can manage the entire migration process.
• Encourage the client to delay the migration until additional resources are available.

 

Which of the following is typically included in a CRM data migration?

 

• Landing pages and lead generation forms
• Knowledge base articles and ticket properties
• Marketing emails and content pages
• Contact, company, and deal records