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Which of the following would go against the best practices for Sales Hub implementation?

  • Coming to the client prepared with a full timeline for CRM migration and data modeling strategy before you’ve met with their key stakeholders or understood their business priorities.
  • Building a clear communication plan that goes beyond email updates.
  • Creating an implementation timeline after consulting thoroughly with all stakeholders
  • Building a scalable plan for user training on the new platform.

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Which of the following is a common way in which the supervisory committee can guide a Sales Hub implementation project?

  • By making sure the technology specialist does the job of the support engineer, thereby saving the client money.
  • By making sure decision-makers are involved.
  • By making sure the client’s CEO attends every meeting and oversees every decision, no matter how small it is.
  • By controlling what information is shared with decision-makers, because the sales training process is always deeply political.

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Which of the following statements is false, based on the information, frameworks, and methodologies shared in this certification?

  • Each client’s situation is unique, and you shouldn’t underestimate the importance of thoroughly understanding your client’s previous CRM’s architecture.
  • A responsibility matrix divides all stakeholders into twelve categories.
  • Complex CRM implementations usually demand more than just email updates to key stakeholders each week.
  • The project definition of success should include relevant metrics, and each definition of success should be specific, measurable, attainable, relevant, and timely.

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Which of the following is NOT a quality assurance benefit of an implementation plan?

  • Increasing your client’s satisfaction with the process and result
  • Ensuring all functionality is working properly for the client’s sales team
  • Getting paid a bonus for your work by the client without having to ask
  • Accurately evaluating whether available resources are being used efficiently

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Which of the following is one of the implementation project manager’s key responsibilities?

  • Leading the implementation team and reporting back to the supervisory committee
  • Writing code for backend integrations in partnership with a front-end developer
  • Helping the client replace their entire sales team with new hires
  • Canceling the client’s old CRM contract to avoid confusion

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Which of the following steps should you complete for building Sales-Service alignment, as opposed to Sales-Marketing alignment?

  • Determining how support and service team members should work with sales on potential upsells/upgrades, NPS feedback from clients, etc.
  • Defining lead status properties
  • Developing their buyer personas
  • Defining their lifecycle stages

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Why does the evaluation period matter in a Sales Hub implementation?

  • Because the client should be given time to evaluate whether the finished product meets their expectations
  • Because you cannot complete a CRM implementation without a thorough CMS implementation process
  • Because the project manager’s variable compensation is determined by how many correct deductions they made throughout the timeline of the implementation.
  • Because project management tools reduce friction and remove barriers in your team’s operational support structure.

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