Questions

Imagine you’re working with a client who is reluctant to make changes to their existing CRM processes when migrating to HubSpot. How would you approach the situation to help them understand the benefits of the change?

 

• Allow them to design their own data model for HubSpot.
• Suggest enhancements to their existing processes that align with their business strategy.
• Address their concerns more thoroughly after the data migration is complete.
• Offer additional training to the client’s team to help them understand the benefits of your suggestions.

 

 

Fill in the blank: A _______ is an individual, group, or organization that the outcome of a project or a business venture impacts.

 

• stakeholder
• project team
• project owner
• collaborator

 

When leading a data migration, you should align the objects, fields, and other attributes from the client’s existing data source to the corresponding attributes in the new CRM. What is this practice known as?

 

• Data cleansing
• Data matching
• Data consolidation
• Data mapping

 

Select all that apply. Which of the following statements accurately describes the ADKAR model?

 

• A framework that focuses on the people-side of change
• A framework that’s goal-oriented
• A framework that aims to limit resistance to change
• A framework that’s designed for small teams

 

 

True or false? Engaging all stakeholders in the change process helps build a coalition that supports the change and promotes a shared vision.

 

• True

 

• False

 

Which change principle involves identifying the skills, knowledge, and resources required for the change to be successful?

 

• Establishing a clear and shared understanding
• Engaging all relevant stakeholders
• Supporting with comprehensive training and enablement
• Monitoring and evaluating progress