Category: HubSpot Sales Hub Implementation Exam Answer

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Scenario: Your client runs a manufacturing company, shipping products directly to their customers. The client wants to track shipments in HubSpot. They want to be able to associate the shipments to the contacts receiving them, and a single contact could have multiple shipments at the same time. Which tool would you use to represent this data?

  • CRM extensions
  • Timeline Events
  • Custom Properties
  • Object

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Scenario: Your client owns a car dealership. You need a way to represent maintenance visits. Your client needs to see a record of when the visit occurred, what maintenance was done, and the car’s mileage at the time of the visit. Which HubSpot tool would you use to represent your client’s data?

  • CRM extensions
  • Timeline Events
  • Custom properties
  • Custom object

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Which of the following is a part of the evaluation stage of a Sales Hub implementation plan?

  • Building a reporting playbook
  • Reviewing your client’s CRM to make sure that all deal stages are identical to lead status stages
  • Reviewing your client’s survey integration to make sure they’re always collecting NPS data
  • Replacing all standard objects with custom objects

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Which of the following is NOT a best practice for the development stage of a Sales Hub implementation plan?

  • Building a clear communication plan, including meetings and communication beyond weekly emails
  • Progress tracking
  • Building a comprehensive implementation timeline
  • Creating a sales enablement playbook
  • Finding a way to fire sales managers who are resistant to process change

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Which of the following statements is true?

  • Your firm should drive alignment between the supervisory committee and the implementation team
  • Your firm should log all required tasks to be performed before, during, and after the CRM migration
  • Your firm should set reasonable expectations about outcomes upfront
  • All of the above.

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Which of the following describes the role of the IT lead or technology specialist?

  • Working with the project manager to integrate outside technologies with Sales Hub
  • Building custom integrations using HubSpot’s API
  • Creating custom objects
  • Resolving underlying technical architecture issues
  • All of the above

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Which of the following is true about developing a reporting playbook for your client?

  • Your firm’s project manager should not be involved here. Only the IT lead or technology specialist should dictate what metrics matter the most.
  • Only your firm’s sales enablement specialist should call the plays in terms of determining the metrics to focus on, given their depth of technical knowledge.
  • Your firm’s project manager should collaborate with some or all members of the implementation team and the client’s project leaders to determine what metrics to focus on.
  • Your firm’s support specialist should be in charge of firing the project manager if they make a wrong decision.

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