Category: HubSpot Marketing Hub Implementation Exam Answer

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Before reviewing migration options with a client, what questions should you ask if they have a pre-existing CRM system?

  • Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements?
  • Are they actively using all records types or objects?
  • Do they plan to do a full database migration or just a subset of data?
  • Do they keep track of contacts in a spreadsheet, despite having a CRM?
  • All of the above

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What are some helpful things to understand about your client before recommending how they should import their data into HubSpot?

  • How many records they have in their current CRM
  • What types of objects they use in their current CRM
  • How many team members they have
  • Their timeline and resources available for the migration
  • All of the above

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Which of the following questions should you ask if a client has a pre-existing CRM and wants to connect their system with HubSpot?

  • How large is their CRM database?
  • Is it a native CRM that integrates with HubSpot or is it a custom CRM that will require a custom built integration?
  • How many developers do they have to work on this?
  • Why aren’t they making the switch to HubSpot CRM?
  • All of the above

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True or False? HubSpot Support can answer any questions about any software that integrates with HubSpot.

  • HubSpot Support reps are experts in the entire App Ecosystem.
  • HubSpot Support will also connect apps on behalf of Solutions Partners.
  • HubSpot Support specializes specifically in the HubSpot CRM platform.
  • HubSpot Support is only available to channel customers—not Solutions Partners.

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When migrating off of another system, what are some key pieces of information you should be aware of when having the migration discussion with the client?

  • Their budget for working with a third party
  • The data points they are looking to import into HubSpot
  • How tech-savvy and independent the client may be
  • The completion status of their implementation project plan
  • B and C are both correct

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True or false? Your team should insist on having all major stakeholders join planning meetings and consider having the CMO, IT, Sales managers, and other internal departments involved in the first few calls. Securing this buy-in up front will set the whole organization up for success.

  • True
  • False

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Which of the following is a project management benefit of building a Marketing Hub implementation plan?

  • Mitigating risks and planning for roadblocks ahead of time
  • Getting all project stakeholders aligned right from the beginning
  • Keeping all project stakeholders up-to-date, involved, and in communication with one another
  • Keeping the project on schedule and steering clear of common pitfalls that drive up costs, including integrations with their other systems
  • All of the above

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