Marketing Hub
What is the difference between an active and static list.
Active - updates in real-time as objects meet the filtering requirements.
Static - stays the same once created.
The client has 7 total sales reps. 5 need sequences but 2 don't. The 2 reps that don't just need to send 1 to 1 emails. All 7 sales reps need to be auto rotated leads.
How many Sales Professional seats does the client need?
7
Create a library of resources and guides for your customer service team to follow. Automatically surface recommended content to your team, right when they need it.
Enterprise allows for syncing of properties from the playbook so the CRM is enriched as reps take notes/complete the playbook.
How many third-pary apps does OH have data syncs with? +/- 10
111
Which of these platforms do not offer the ability to create custom reports or dashboards?
HubSpot
Pardot
Mailchimp
Mailchimp
A company has 2 Business Units.
A certain contact is a Customer for BU 1 but a Prospect for BU 2, is this company able to differentiate life cycle stages for each company to ensure the contact is receiving the right marketing communication?
YES
They could create custom lifecycle properties for all BU’s (so none of them use the default lifecycle property). They can then filter off of this like they would any other property, create workflows to automate stage changes for one specific BU, and add them to different brands’ marketing campaigns/email lists based on that specific lifecycle stage.
My client would like to establish an approval process for when quotes are created in HubSpot. Can this be done already in HubSpot? If so, what product and tier would you need?
YES
Decision Makers can review the terms or the discount rate of a quote before it's sent to a prospect.
Sales Enterprise
Name 4 Service Hub channels for ticket creation.
Form
Email
Chatbot
Customer Portal
What does Data Quality Automation allow you to do?
- Capitalize first and last name
- First and last name in the first name field
- All caps
- first and last name swapped
Does Pipedrive have a sequence like feature?
NO
Pipedrive only allows reps to send mass emails to groups of customers.There is not feature to send 1:1 emails.
Whats the difference between between Lead Scoring and Predictive Lead Scoring?
Lead Scoring is set up manually and predictive lead scoring looks at hundreds of data points automatically to calculate a score.
The client has no idea what his business is making or losing on a monthly and annual basis. In order to understand the health of his business, the client would like to to track how much revenue they're generating or losing in a specific time range, to better understand the impact of renewals, upgrades, downgrades, and churns on revenue.
Is it possible to set this up in HubSpot and if so, what would be required?
YES
The Recurring Revenue feature in SHE allows deals to be categorized as net new, upsell, cross-sell, downgrade, churn, and renewal and then automatically shows reporting on recurring revenue retention and churn.
What is Conversation Intelligence? Provide a use case example for a service team.
Record, transcribe, analyze calls. Track key terms and generate reports. Coach reps with call review interface.
Is it possible to disable the editing of specific properties for certain reps to keep your team efficient and your database clean?
If so, what tier of Operations Hub would be required.
Yes
Field level permissions
Ops Hub Enterprise
Which of these social media outlets can you manage with Active Campaign?
ActiveCampaign doesn't offer comprehensive social tools, they only have Facebook Custom Audiences and Facebook ad integrations.
What are Ad Sequences
Ad Sequences enable you to create a series or sequence of different ads on Facebook that will automatically retarget people who engaged but did not convert on the prior ad.
Is it possible to customize HubSpot CRM by creating custom cards for CRM records including contacts, companies, deals, tickets, and custom object records.
If so, what product/tier would be required?
YES
Sales/Service Enterprise
Up to How many knowledge bases can a company create in 1 HubSpot portal?
5
There is a limit of 5 knowledge bases, with up to 2000 articles each.
Service Hub Enterprise
For customers with the Business Units add-on, each knowledge base will be assigned to a business unit based on the domain
What do Webhooks allow you to do?
Use webhook actions to send or retrieve information between HubSpot and other external tools.
Posting HubSpot contacts data to another system, such as a CRM, when that contact fills out a particular form on your site.
Sending deal data to an external shipment-handling system to create a purchase order.
Sending chat alerts from your external system to your company's chat stream to notify employees that something important has occurred.
Does Salesforce charge for support?
If so, around how much? (plus or minus 10%)
YES
20-35% of total product costs
There are 8 different multitouch revenue attribution models. Name at least 5.
Linear
First touch
Last touch
Time Decay
U-shaped
W-Shaped
Full Path
J Shaped
Inverse J Shaped
Name the four properties that are auto-generated when you set up recurring revenue tracking in your account.
What is the SLAs feature? Provide two SLA examples.
Create service-level agreements (SLAs) for metrics like "time to close" and "time to first reply" so your team can easily prioritize incoming requests and meet customers’ expectations.
Name this feature.
This feature was created to remove the complexity of building a custom report in HubSpot for downstream teams. This features allows you to create tables of data. These data tables are a collection of object properties and data points with a specifically defined purpose that can be saved for future use in the Custom Reports Builder.
Datasets
Marketing Hub Pro allows up to 300 workflows and Marketing Hub Enterprise allows for up to 1000. Pardot's highest edition caps automations at (BLANK) automations.
Plus or minus 20.
Pardot's highest edition caps automations at 150 automations.