Which of the following is NOT a standard report on the Sales Dashboard?
Deal Forecast Productivity Sales Performance Deal Leaderboard The correct answer is: Deal Leaderboard To see all the questions and correct
Read moreAuthor: Jane Hanson
Fill in the blank. Before a client can start tracking their active sales inside HubSpot CRM, they need to customize their _____________.
lead views deal stages sales process buyer personas The correct answer is: deal stages To see all the questions and
Read moreYou 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 CRM’s bcc and forwarding addresses Importing the email messages in bulk Manually logging emails in the CRM Using
Read moreCollecting 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?
Tell them that it’ll be a lot of work but it’s unavoidable. Present it as an opportunity for them to
Read moreWhen implementing HubSpot CRM for a client, should you help them create custom properties?
Yes – help them create as many as they need for the information they want to know about their contacts.
Read moreYou 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
Read moreYou have a client that you think would benefit from using HubSpot CRM. When you suggest this to them, they say, “I like the idea of using a CRM, but I don’t think my reps will remember to record their activities in it.” What’s the best way to respond to address this concern?
“No worries–we can use the Tasks feature to send reminder emails to your reps so they don’t forget.” “Not a
Read moreLooking at the matrix below, what should your client do when prospects fit into the highlighted quadrant?
Have sales make immediate contact Have marketing nurture Offer group-based resources Avoid investing too many resources The correct answer is:
Read moreLooking at the matrix below, what should your client do when prospects fit into the highlighted quadrant?
Have sales make immediate contact Have marketing nurture Offer group-based resources Avoid investing too many resources The correct answer is:
Read moreLooking at the matrix below, what should your client do for leads that fall into the highlighted quadrant?
Have sales make immediate contact Have marketing nurture Offer group-based resources Avoid investing too many resources The correct answer is:
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