Below is the answer and explanation for you’ve been researching XYZ Inc., and you discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn’t know for sure but that he can ask around and get back to you. He also says that Mariah open sky would probably be the person to make that decision, but she’s currently on vacation. What’s the best way to record this in the CRM?
You’ve been researching XYZ Inc., and you discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn’t know for sure but that he can ask around and get back to you. He also says that Mariah open sky would probably be the person to make that decision, but she’s currently on vacation. What’s the best way to record this in the CRM?
- Add a note to XYZ Inc.’s company record describing the call, but don’t add any contacts until you know for sure who was viewing your pricing page.
- Add Johnny as a contact because he’s who you talked to, and associate him with XYZ Inc.’s company record. Mention Mariah in a note, but don’t add her as a contact because you haven’t contacted her yet.
- Add Mariah as a contact because she’s the decision maker, and associate her with XYZ Inc.’s company record. Mention Johnny in a note on the company record, but don’t add him as a contact because he isn’t a decision maker.
- Add Johnny and Mariah as contacts, and associate them both with XYZ Inc. ✅
Correct answer
Add Johnny and Mariah as contacts, and associate them both with XYZ Inc. ✅
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- A playbook can include all of the following EXCEPT:
- All of the following are default reports in HubSpot CRM EXCEPT:
- All of the following are true about forms and lead flows EXCEPT:
- All of the following tools can be used to capture inbound leads, EXCEPT for:
- Email templates in HubSpot Sales must have all of the following EXCEPT:
- Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every email you send. Why?
- Fill in the blank: A ___________ is a record used to track the progress of an individual sale.
- Fill in the blanks: Good email templates increase ______ without sacrificing _____.
- How can deals help you prioritize your contacts?
- How can you find all of the contacts who don’t have a value in a particular property?
- How can you share saved filters with other team members?
- How do chatbots qualify leads?
- How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?
- How do you record emails in the CRM if you’re using the HubSpot Sales email extension?
- How has the internet changed the relationship between buyers and sellers?
- If you don’t have access to the playbooks tool, which free Sales Hub tool would be your best choice for inserting an outline into your call notes?
- If you enroll a person in a Sequence, what happens when they respond?
- If you need a report that isn’t included by default on the sales dashboard, what should you do first?
- If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?
- If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning?
- If you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do?
- In HubSpot CRM, what’s the relationship between contacts and companies?
- The buyer–seller relationship has changed dramatically in the past 20 years. This is PRIMARILY because:
- There are several ways to create contacts. One way is to create contacts manually. All of the following are also ways to create contacts EXCEPT:
- There are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s another difference?
- This morning you were supposed to have a meeting with one of your contacts, but they didn’t show up. You want to send them an email to encourage them to reschedule. Instead of writing the email from scratch, you decide to make an email template
- This training has contrasted the traditional way of doing sales with a new way, known as “inbound sales.” Which of the following BEST describes what makes inbound selling different from other sales techniques?
- True or false? Changing the properties listed on one contact record will change the way properties are listed on every contact property you view.
- True or false? Deal information is automatically displayed on the contact timeline.
- True or false? HubSpot Video is part of the quotes tool.
- True or false? If a lead flow only asks for a visitor’s email address, that’s enough information to create a useful record in the CRM.
- True or false? In general, you should use the default options provided in the “Lead status” property.
- True or false? The best way to define the steps of your sales process is to figure out the actions you have to take to move a sale forward.
- True or false? When you add a note to a contact record, the content of the note automatically gets emailed to that contact.
- True or false? When you change the displayed properties in the “About” section of a contact record, that change automatically carries through to all contact records in the CRM.
- True or false? You should treat all of your contacts as equally important to your sales process.
- True or false? You should treat all of your contacts as equally important to your sales process.
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- What can you use the documents tool for?
- What information shows on the timeline of a company record?
- What is a sequence?
- What is a task queue?
- What’s an ideal customer profile?
- What’s the best way to create an end-of-the-month to-do list?
- What’s the difference between the deal forecast and the deal board?
- What’s the most important deal property?
- When creating an email template in HubSpot Sales, how would you add a description of the topics the meeting was supposed to cover? (“the trouble you’ve been having with user engagement on your online forums”)
- When creating an email template in HubSpot Sales, how would you add a personalized closing line? (“Looking forward to talking to a fellow Cubs fan,”)
- When creating an email template in HubSpot Sales, how would you add the next steps? (“If you’d still like to talk about this, please let me know the best time to reach you.”)
- When creating an email template in HubSpot Sales, how would you include the contact’s phone number? (“(888) 482-7768”)
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- When creating an email template to confirm a meeting with someone, how would you include the time the meeting was scheduled for?
- When creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here].”)
- When creating an email template, how would you add a personalized closing line?
- When creating an email template, how would you add the next steps? For example, “If you’d still like to talk about this, please let me know the best time to reach you.”
- When creating an email template, how would you include the contact’s name in the greeting?
- When creating an email template, how would you include the contact’s phone number?
- When making a call from HubSpot CRM, what’s the best way to take notes during a call?
- When should you create a deal?
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- Where can you see the progress of a deal?
- Where can you send a tracked email from?
- Where do your team’s interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?
- Where’s the best place to go if you want to ask other HubSpot users the best way to use HubSpot tools?
- Where’s the best place to go to find help docs and training videos about HubSpot tools?
- Which of the following can you do with HubSpot’s mobile app?
- Which of the following is a benefit of keeping your contacts’ Lead Status property up to date?
- Which of the following is a best practice for email subject lines?
- Which of the following is a best practice when sending emails as part of your task queue?
- Which of the following is FALSE about sales emails?
- Which of the following is HubSpot’s live chat tool?
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- Which of the following is NOT a recommended best practice for the messages tool?
- Which of the following is NOT a required part of an email template?
- Which of the following is NOT a type of task in HubSpot CRM?
- Which of the following is NOT an option with the Slack integration?
- Which of the following is the best description of how to filter records in HubSpot CRM?
- Which of the following is the BEST description of the benefits of using personalization tokens?
- Which of the following is the easiest way to create a new contact record?
- Which of the following is the HubSpot tool that shows you which companies have visited your website?
- Which of the following is true about an email template’s name?
- Which of the following pieces of information would be the BEST fit for a fill-in-the-blank area in an email template?
- Which of the following Sales Hub tiers have access to workflows (HubSpot’s automation platform)?
- Which of the following statements is TRUE? (HubSpot)
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- Which Sales Hub tool would you use to add your terms of service to a quote?
- Which Sales Hub tool would you use to send a quote to a prospect?
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- You’ve been researching XYZ Inc., and you discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny
- Your marketing team wants to add lead flows and messages to your company’s website. Where should each tool be used?
- Your team just hired a new sales rep, and you’re coaching them on how to create a good email template. They ask you how to figure out the purpose of a template. What advice should you give them?
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