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HubSpot Sales Software Certification Exam Answers 2017
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They are basically the same, except that mail merge lets you email multiple contacts at the same time while templates require you to send emails one at a time.
Templates help reps send personalized emails to individual people more quickly, while mail merge sends nearly identical emails to all recipients.
Templates are better for reaching large numbers of people, while mail merge is better for communicating with individuals.
Many messages get marked as spam based solely on their subject line.
Personalization is an important key to success when writing to prospects.
Typically, buyers prefer a phone call to receiving an email.
False
Buyers used to have more power in the relationship, but now sellers have more power.
Buyers and sellers used to be equal, but now sellers have more power than buyers.
Sellers used to have more power in the relationship, but now buyers and sellers are equal.
A color scheme that each user can use for themselves
A report of the work a sales rep has done during the current month
A customized configuration of the main navigation
On the Contacts page
On the CRM's main dashboard
Inside the Last Contacted property
Yes. This is the best way to ensure that your emails improve over time.
No. It's better to send identical emails to everyone.
No. It's important to find ways to automate the repetitive parts of emails so you can spend time on more important things.
Yes. Your contacts won't be able to tell the difference between mail merge emails and emails you write from scratch.
No. Mail merge emails aren't personalized enough to be truly effective.
No. It's best to write every email from scratch.
"Templates" and "mail merge" are different names for the same thing.
Mail merge is more efficient than templates.
Templates send the same message to everyone while mail merge requires you to personalize each message.
By making it easy to send your templates from inside Gmail or Outlook.
By giving you easy access to a person's basic information.
By telling you if there are typos in the template's body. Emails with typos are less likely to generate engagement.
Your notification stream.
The sidebar inside Gmail or Outlook.
All of the above.
Outlook
HubSpot CRM
A and B
All of the above
Tone of voice
Speed
Contact's job title
Whenever they show interest in your company
It varies from person to person
The middle of the day
Unless a person explicitly asks you not to record, it's probably okay to record a call.
Always record people who live in places where consent isn't required.
Always record calls.
Potential sales
Target companies
Progressing contacts
View the journey from the buyer's perspective and focus on the tasks they need to accomplish
Don't push people. If a prospect is moving slowly, move on to someone else.
Follow up multiple times a day
Amount
Deal name
Close date
42)
B) The recipient has opened the email multiple times.
C) The recipient's email server is scanning the email for viruses.
D) You sent the email multiple times.
43)
B) Anytime it appears.
C) If the email has been opened multiple times and the last time was within the last 10 minutes.
D) Only if it appears on a notification that is more than 24 hours old.
44)
B) The deal board helps with deal maintenance, while the deal forecast helps with prioritization.
C) The Deal Forecast is for managers, and the Deals Board is for individual reps.
D) They are essentially the same, but they're located in different areas of the CRM.
45)
B) The steps you need to take in order to close a deal.
C) The important milestones a person has to pass in order to become your customer.
D) The process you need to go through in order to add a deal to HubSpot CRM.
46)
B) True. Quota and commission are not as important as developing good relationships with your contacts.
C) False. You should only spend time on people who are eager to buy your product.
D) False. While it's important to give all of your contacts the same level of respect, there will be times when you need to prioritize based on revenue potential.
47)
B) On the timeline of any contact or company associated with the deal
C) On the Deals page
D) All of the above
48)
B) Any time a contact completes the action described by the first deal stage.
C) Any time you identify a contact or company as a "good fit" for your offering.
D) Any time you successfully make contact with a person.
49)
B) Deal Name, because you have to know this in order to find the deal in the CRM.
C) Contact, because if you forget to add the contact, the deal will be meaningless.
D) Amount, because the value of the deal will help you prioritize at the end of the month.
50)
B) True. Deals are simply properties on the contact record, so any changes to the deal naturally flow through to the contact timeline.
C) False. Contacts and deals are two separate objects in HubSpot CRM, so information does not flow between the two.
D) False. Deal information has to be added to the contact timeline manually.
51)
B) A list of your solution's most popular features.
C) A list of benchmarks every buyer needs to complete.
D) A script you use on phone calls.
52)
B) A single-word description of how a lead is progressing.
C) An algorithmic measurement of buyer interest.
D) A type of custom view in HubSpot CRM.
53)
B)
54)
B) Many messages get marked as spam based solely on their subject line.
C) Personalization is an important key to success when writing to prospects.
D) In order to measure an email's performance, you should send it to as many people as possible.
55)
B) Always have at least one exclamation point.
C) Use your elevator pitch as the subject line.
D) Add as much detail as possible, so the recipient knows what's in the email.
56)
B) The name is automatically generated by HubSpot and cannot be changed.
C) The template's name is the same as its subject line, so it needs to be short, clear, and focused on the recipient's needs.
D) The name is only visible internally, so it should be whatever makes the most sense to you and your team.
57)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
58)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
59)
B) Stop emailing them if you've emailed the contact multiple times and they haven't opened your email
C) Reviewing the effectiveness of your email template subject line by how often it's opened
D) All of the above
60)
B) True. But if you notice the contact opening the email multiple times, you should give them a call right away rather than waiting for the follow-up date to arrive.
C) False. If the person doesn't respond, they probably aren't interested, so there's no reason to keep bothering them.
D) False. But setting a follow-up task is a good idea if the person has signaled interest previously.
61)
B) True. There are very few places that require two-party consent, and the laws governing call recording tend to be fairly stable.
C) False. You should only record calls after checking with your legal team and getting consent from the contact.
D) False. You should always ask for consent before recording.
62)
B) Build your relationship with them by pointing out the humor in such a surprising coincidence.
C) Apologize for interrupting and tell them to let you know if they have any questions.
D) Suggest that you discuss the topic of your message right now on the phone instead of over email.
63)
B) By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they're worth.
C) By creating a custom view of contacts who have multiple deals associated with them.
D) By using the Deal Board to see how many deals are near the end of your sales process.
64)
B) contact
C) sale
D) task
65)
B) Deals help you see a contact's revenue potential.
C) You can create a custom view of contacts based on how many deals they are involved in.
D) All of the above.
66)
B) How actionable it is.
C) The number of contacts it includes.
D) The number of contacts it excludes.
67)
B) By adding a filter for HubSpot Owner and adding the team members you want to share the view with.
C) All views are automatically shared with all team members.
D) By clicking the "Shared" option when saving the view.
68)
B) "Add enough filters that the view only displays people who match your buyer persona."
C) "Add enough filters that the view only shows people you can take a specific action with."
D) "Don't add more than one or two. Anything more than that will get too complicated and confusing."
69)
B) Add a filter for that property and enter "NULL" (in all capitals).
C) Add a filter for that property and leave it blank.
D) Don't add a filter for that property.
70)
B) Select "Only Show My Contacts" in the View Options menu.
C) Add a filter for Territories and select your territory from the dropdown.
D) Add a filter for HubSpot Owner and set it to "Me"
71)
B) Adding a filter to show only "In Progress" leads, so you can focus on people you've established a working relationship with.
C) Adding a filter to exclude "Unqualified" leads, so you can avoid reaching out to people you've already determined aren't a good fit for your offering.
D) Adding a filter to exclude "Customer" and "Evangelist" so you avoid reaching out to people who have already closed.
72)
B) Fill-in-the-blank areas
C) Static text
D) Details about previous interactions
73)
B) efficiency, personalization
C) deal value, close rate
D) response rate, efficiency
74)
B) True. A good buyer persona represents a specific type of person in a specific phase of the sales cycle, so you'll usually only need one template per persona.
C) False. A buyer persona represents a specific type of person, but you'll need multiple templates for each persona to address their changing needs as the sale progresses.
D) False. A buyer persona represents a broad range of people, so you'll need different templates for each kind of person represented by that persona.
75)
B) Personalization tokens make it easy to send a single email to multiple people.
C) Personalization tokens make it unnecessary for sales reps to craft individual emails for their contacts.
D) Personalization tokens are simple reminders of information that has to be added manually before sending the email.
76)
B) HubSpot Mobile App
C) Twitter
D) Outlook
77)
B) True. The main benefit of knowing whether an email is getting opened is to judge the effectiveness of its subject line.
C) False. Even for non-templated emails, open rate can help you see how engaged a contact is.
D) False. Open rate is only helpful for non-templated emails. For templates, click rate is a better measure.
78)
B) The timeline on their contact record
C) Instant notifications when they open the email
D) The sales dashboard
79)
B) a solid pitch
C) good timing
D) a good product
80)
B) Call them quickly to discuss the content of the email further.
C) Turn the email into a template and send it to other contacts to see if you get multiple notifications for them, too.
D) Ignore any subsequent notifications for this contact because this is likely an error in the system.
81)
B) Shift your focus to other contacts, but keep an eye on your email notifications. If the contact opens the email multiple times, you should give them a call right away rather than waiting for the follow-up date to arrive.
C) Continue to think about the contact. Send them frequent emails with helpful content. The task is only a failsafe in case you get distracted.
D) When the task comes due, if you haven't heard back from the person, send them a break-up email and stop contacting them.
82)
83)
84)
1)
B) Buyers spend less time at home, making door-to-door sales and cold calling less effective.
C) The internet has shifted the power in the buying process from the seller to the buyer.
D) Economic changes have made buyers more cautious.
https://www.youtube.com/watch?v=0K7bg4HrZO4
2)
B) How actionable it is.
C) The number of contacts it includes.
D) The number of contacts it excludes.
3)
B) In the past, sellers had more power than buyers, but now buyers have more power than sellers.
C) The buyer has always had more power than the seller.
D) Buyers cannot move through their buyer's journey without the help of a seller.
4)
B) Add Johnny as a contact because that'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.
C) Add Johnny and Mariah as contacts, and associate them both with XYZ Inc.
D) 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.
5)
B) Inbound selling focuses on attracting buyers and meeting them on their own terms.
C) Inbound selling focuses on sending emails rather than making phone calls.
D) Inbound selling focuses on standardized emails and call scripts.
6)
B) FALSE
7)
B) True. Changing this section affects how all contacts are displayed for you.
C) False. This section needs to be changed on each individual record.
D) False. This section's layout is hardwired in the system and cannot be changed.
8)
B) Only the interactions that you've manually added to it.
C) A countdown to the Close Date of all associated deals.
D) Company records don't have timelines.
9)
B) A contact record becomes a company record when you associate multiple people with it.
C) A company record can be associated with multiple contacts
D) Contacts and companies are the same in HubSpot CRM.
10)
B) Yes, by adding two Job Title filters, one for "Accountant" and one for "CPA"
C) No, you'll need to create two separate views
D) No, you'll need to update the contacts so they all have the same job title
11)
B) You'll need to create a custom property to filter by this information.
C) Add a filter Last Activity (includes notes and tasks).
D) You can't create a filter around this information.
12)
B) Add a filter for Next Activity Date and set it to zero.
C) Add a filter for Next Activity Date and select the "Is Unknown" option.
D) Don't add a filter for Next Activity Date at all.
13)
B) You would need to create a custom property to track this information.
C) Add a filter for HubSpot Owner and set it to "Me"
D) There isn't a way to do this in HubSpot CRM.
14)
B) Adding a filter to show only "In Progress" leads, so you can focus on people you've established a working relationship with.
C) Adding a filter to exclude "Unqualified" leads, so you can avoid reaching out to people you've already determined aren't a good fit for your offering.
D) All of the above.
15)
B) FALSE
16)
B) Name
C) Subject
D) Body
17)
B) "Every email you send should help your contacts in some way, so focus the email on what you're trying to help them do."
C) "Email templates needs to be relevant to as many people as possible, so keep the purpose as vague as possible."
D) "Every email you send should ask your contacts to commit to something, so always include some kind of request in the message."
18)
B) FALSE
19)
B) The names of the people you intend to send the email to
C) A standard sales pitch to include in every email
D) All of the above
20)
B) True. The template is a starting point, but every email you send should be customized for the contact you're sending it to.
C) False. The point of email templates is to save you the trouble of customizing individual emails.
D) False. In order to measure a template's performance, you need to make sure it's identical every time you send it.
21)
B) The recipient's first name
C) Your standard elevator pitch
D) All of the above
22)
B) They are basically the same, except that mail merge lets you email multiple contacts at the same time while templates require you to send emails one at a time.
C) They are different names for the same thing.
D) Mail merge is more efficient and is better at increasing a sale rep's reach.
23)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
24)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
25)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
26)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
27)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
28)
B) Fill-in-the-blank areas
C) Static text
D) None of the above
29)
B) Like the tweet and reply on twitter rather than sending an email.
C) Use the other social links in the contact profile to see if they've posted similar things elsewhere.
D) All of the above.
30)
B) The email extension will add the email to the "emails sent" area of the sales dashboard inside HubSpot CRM.
C) The email extension will save the email as a template for future use.
D) The email extension will automatically add the email to the contact's timeline.
31)
B) a solid pitch, a sense of humor
C) leverage, collateral
D) personalized content, good timing
32)
B) The timeline on their contact record
C) Instant notifications when they open the email
D) All of the above
33)
B) Give it more time. In many cases, it can take weeks or even months for open rate to generate meaningful results.
C) Change the content inside the email. It probably isn't relevant to the people you're contacting.
D) Change your buyer persona. You're probably sending emails to the wrong kind of prospect.
34)
B) Inside Gmail or Outlook
C) The backup version downloaded to your computer
D) Inside Twitter or LinkedIn
35)
B) An option to create or view their record inside the CRM
C) Some basic information about the contact and their company
D) All of the above
36)
B) There is no "best time." It's best to try different times until you catch them at their desk.
C) During the second half of the week, after most of their work is behind them.
D) First thing in the morning, before they have a chance to get pulled into any meetings.
37)
B) When you're composing an email and it exceeds 200 words.
C) Only if you're reading an email that explicitly asks you to make phone contact.
D) When you're reading an email from a prospect that was sent to you within the past 10 minutes and warrants further discussion.
38)
B) You can have HubSpot trigger the call from any phone, but the call will only be recorded if the phone has the HubSpot Sales app installed on it.
C) You can call using your computer's microphone and speakers, or you can have HubSpot Sales call your phone and connect to the contact. Either way, the call can be recorded.
D) You call HubSpot from your phone, and the call gets forwarded to the appropriate contact. This makes it possible for HubSpot Sales to record the call.
39)
B) Within a day. As long as you don't wait more than 24 hours, there's no significant reduction in connect rate.
C) Within a few hours, but not sooner than 10 minutes. Calling too fast can make you seem desperate.
D) Depends on your buyer persona. Find out how long before your persona expects you to contact them.
40)
B) True. If your timing is good enough, you don't need to know details about your contact.
C) False. How a person responds to your outreach depends more on who they are than on what they're doing.
D) False. It's impossible to know if the timing is right, so it's better to focus on learning as much as possible about your contact as a person.
41)
B) By updating the Last Call property on the contact record.
C) By adding a note to the contact record.
D) By writing in the notes area that appears during the call.
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What is the difference between mail merge and email templates?
Mail merge is better for marketing, while templates are better for sales.They are basically the same, except that mail merge lets you email multiple contacts at the same time while templates require you to send emails one at a time.
Templates help reps send personalized emails to individual people more quickly, while mail merge sends nearly identical emails to all recipients.
Templates are better for reaching large numbers of people, while mail merge is better for communicating with individuals.
Which of the following is NOT true about sales emails?
The content should focus more on the buyer’s needs than the seller’s needs.Many messages get marked as spam based solely on their subject line.
Personalization is an important key to success when writing to prospects.
Typically, buyers prefer a phone call to receiving an email.
True or false? One of the most important factors in your outreach success is your timing.
TrueFalse
How has the buyer-seller relationship changed in the past 20 years?
Sellers used to have more power in the relationship, but now buyers have more power.Buyers used to have more power in the relationship, but now sellers have more power.
Buyers and sellers used to be equal, but now sellers have more power than buyers.
Sellers used to have more power in the relationship, but now buyers and sellers are equal.
In HubSpot CRM, what is a custom view?
A filtered list of contacts, companies, or dealsA color scheme that each user can use for themselves
A report of the work a sales rep has done during the current month
A customized configuration of the main navigation
In HubSpot CRM, where can you see your interactions with a particular contact?
The timeline on their contact recordOn the Contacts page
On the CRM's main dashboard
Inside the Last Contacted property
Is writing all of your emails from scratch a good idea?
Yes. Writing emails from scratch is the only way to ensure your contacts get the personalized attention they deserve.Yes. This is the best way to ensure that your emails improve over time.
No. It's better to send identical emails to everyone.
No. It's important to find ways to automate the repetitive parts of emails so you can spend time on more important things.
Are mail merge programs a good solution for sending more email?
Yes. Mail merge is a great way to send more emails in less time.Yes. Your contacts won't be able to tell the difference between mail merge emails and emails you write from scratch.
No. Mail merge emails aren't personalized enough to be truly effective.
No. It's best to write every email from scratch.
How are templates and mail merge different?
Templates allow you to include more context and personalization than mail merge programs."Templates" and "mail merge" are different names for the same thing.
Mail merge is more efficient than templates.
Templates send the same message to everyone while mail merge requires you to personalize each message.
How can the email extension help you improve your email templates?
By telling you if the emails you send are getting opened. If a particular template isn't getting opened, you might want to change its subject line.By making it easy to send your templates from inside Gmail or Outlook.
By giving you easy access to a person's basic information.
By telling you if there are typos in the template's body. Emails with typos are less likely to generate engagement.
Where can you see if a person has been opening the emails you've sent to them?
The timeline on their contact recordYour notification stream.
The sidebar inside Gmail or Outlook.
All of the above.
If you want to send a tracked email, where should you send it from?
GmailOutlook
HubSpot CRM
A and B
All of the above
Which of the following is the MOST important factor in the success of your calls?
Time of dayTone of voice
Speed
Contact's job title
When is the best time to call somebody?
At the beginning of the work dayWhenever they show interest in your company
It varies from person to person
The middle of the day
Which of the following is the best way to proceed when recording calls?
Always ask for the person's permission before turning on the recording featureUnless a person explicitly asks you not to record, it's probably okay to record a call.
Always record people who live in places where consent isn't required.
Always record calls.
What do deals help you track?
DiscountsPotential sales
Target companies
Progressing contacts
Which of the following is the best technique for helping people progress through the buyer's journey?
Set goals based on the commission you want to earn this monthView the journey from the buyer's perspective and focus on the tasks they need to accomplish
Don't push people. If a prospect is moving slowly, move on to someone else.
Follow up multiple times a day
What is the most important property on the deal record?
Deal stageAmount
Deal name
Close date
42)
If HubSpot Sales notifies you multiple times that an email has been opened, what does this MOST LIKELY mean?
A) There is an error in the system and the additional notifications should be ignored.B) The recipient has opened the email multiple times.
C) The recipient's email server is scanning the email for viruses.
D) You sent the email multiple times.
43)
You get a notification that a contact opened an email. This contact has their phone number in the CRM so there's a "click-to-call button" on the notification in the stream. When is the best time to use this button?
A) Anytime it appears next to a contact that you've previously had a phone conversation with.B) Anytime it appears.
C) If the email has been opened multiple times and the last time was within the last 10 minutes.
D) Only if it appears on a notification that is more than 24 hours old.
44)
What is the difference between the deal forecast and the deal board?
A) "Deal forecast" and "deal board" are two different names for the same thing.B) The deal board helps with deal maintenance, while the deal forecast helps with prioritization.
C) The Deal Forecast is for managers, and the Deals Board is for individual reps.
D) They are essentially the same, but they're located in different areas of the CRM.
45)
What are deal stages?
A) One-word descriptions of a contact or company's qualification as a lead.B) The steps you need to take in order to close a deal.
C) The important milestones a person has to pass in order to become your customer.
D) The process you need to go through in order to add a deal to HubSpot CRM.
46)
True or false? You should treat all of your contacts as equally important to your sales process.
A) True. The most important thing is to make sure your contacts feel like they're your only contact.B) True. Quota and commission are not as important as developing good relationships with your contacts.
C) False. You should only spend time on people who are eager to buy your product.
D) False. While it's important to give all of your contacts the same level of respect, there will be times when you need to prioritize based on revenue potential.
47)
Where can you see the progress of a deal?
A) On the deal recordB) On the timeline of any contact or company associated with the deal
C) On the Deals page
D) All of the above
48)
When should you create a deal?
A) Any time a contact buys from you.B) Any time a contact completes the action described by the first deal stage.
C) Any time you identify a contact or company as a "good fit" for your offering.
D) Any time you successfully make contact with a person.
49)
According to the class, what's the most important deal property?
A) Close date, because if you forget to select a close date, your commission will be calculated incorrectly.B) Deal Name, because you have to know this in order to find the deal in the CRM.
C) Contact, because if you forget to add the contact, the deal will be meaningless.
D) Amount, because the value of the deal will help you prioritize at the end of the month.
50)
True or false? Deal information automatically gets displayed on the contact timeline.
A) True. Updates get added to the contact's timeline anytime a deal they're associated with moves to a new deal stage.B) True. Deals are simply properties on the contact record, so any changes to the deal naturally flow through to the contact timeline.
C) False. Contacts and deals are two separate objects in HubSpot CRM, so information does not flow between the two.
D) False. Deal information has to be added to the contact timeline manually.
51)
If you're creating a buyer persona for the first time, which of the following is the BEST piece of information to start with?
A) A job title that many of your customers share.B) A list of your solution's most popular features.
C) A list of benchmarks every buyer needs to complete.
D) A script you use on phone calls.
52)
What is a buyer persona?
A) A collection of characteristics your buyers tend to have.B) A single-word description of how a lead is progressing.
C) An algorithmic measurement of buyer interest.
D) A type of custom view in HubSpot CRM.
53)
Where do your team's interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?
A)B)
54)
Which of the following is NOT true about sales emails?
A) The content should focus more on the buyer's needs than the seller's needs.B) Many messages get marked as spam based solely on their subject line.
C) Personalization is an important key to success when writing to prospects.
D) In order to measure an email's performance, you should send it to as many people as possible.
55)
Which of the following is a best practice for email subject lines?
A) Keep it short, in case the contact views it on a mobile device.B) Always have at least one exclamation point.
C) Use your elevator pitch as the subject line.
D) Add as much detail as possible, so the recipient knows what's in the email.
56)
Which of the following is true about an email template's name?
A) Individual templates don't have names.B) The name is automatically generated by HubSpot and cannot be changed.
C) The template's name is the same as its subject line, so it needs to be short, clear, and focused on the recipient's needs.
D) The name is only visible internally, so it should be whatever makes the most sense to you and your team.
57)
When creating an email template in HubSpot Sales, how would you include the contact's name in the greeting? ("Jean")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
58)
When creating an email template in HubSpot Sales, how would you add a description of what topics the meeting was supposed to cover? ("the trouble you've been having with user engagement on your online forums")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
59)
The HubSpot Sales email extension notifies you when an email you've sent has been opened. Which of the following is NOT a good way to use this information?
A) Resending an email if it's not opened the first timeB) Stop emailing them if you've emailed the contact multiple times and they haven't opened your email
C) Reviewing the effectiveness of your email template subject line by how often it's opened
D) All of the above
60)
True or false? After sending an email to a contact, it's always good to set a task to remind you to follow up in case you don't hear back.
A) True. And it's important to wait until the task comes due to reach out to them. If you reach out before then, you risk becoming a nuisance.B) True. But if you notice the contact opening the email multiple times, you should give them a call right away rather than waiting for the follow-up date to arrive.
C) False. If the person doesn't respond, they probably aren't interested, so there's no reason to keep bothering them.
D) False. But setting a follow-up task is a good idea if the person has signaled interest previously.
61)
True or false? HubSpot Sales knows when your contact is in an area that requires you to ask for permission before recording a call, so you only need to ask for permission if the system doesn't start recording automatically.
A) True. Recording won't even be an option when calling a number from one of those area codes.B) True. There are very few places that require two-party consent, and the laws governing call recording tend to be fairly stable.
C) False. You should only record calls after checking with your legal team and getting consent from the contact.
D) False. You should always ask for consent before recording.
62)
You call somebody while they're reading an email from you. Which of the following would be the BEST way to begin the call?
A) Tell them to continue reading, and then stay on the line in case they have any questions.B) Build your relationship with them by pointing out the humor in such a surprising coincidence.
C) Apologize for interrupting and tell them to let you know if they have any questions.
D) Suggest that you discuss the topic of your message right now on the phone instead of over email.
63)
According to the training, what's the best way to create an end-of-the-month to-do list?
A) By creating a custom view of contacts who haven't been followed up with recently.B) By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they're worth.
C) By creating a custom view of contacts who have multiple deals associated with them.
D) By using the Deal Board to see how many deals are near the end of your sales process.
64)
Fill in the blank: A ___________ is a record used to track the progress of an individual sale.
A) dealB) contact
C) sale
D) task
65)
How can deals help you prioritize your contacts?
A) Deals help you see which contacts are closest to buying.B) Deals help you see a contact's revenue potential.
C) You can create a custom view of contacts based on how many deals they are involved in.
D) All of the above.
66)
What's the best way to judge the quality of a custom view?
A) How closely it resembles your buyer persona.B) How actionable it is.
C) The number of contacts it includes.
D) The number of contacts it excludes.
67)
When creating a custom view, how do you make it available to other team members?
A) By checking the "Invite team members" box next to the view's name.B) By adding a filter for HubSpot Owner and adding the team members you want to share the view with.
C) All views are automatically shared with all team members.
D) By clicking the "Shared" option when saving the view.
68)
One of your teammates is creating a custom view in HubSpot CRM. They ask you how many filters they should use. How do you respond?
A) "It doesn't matter how many filters you add, but you should always include filters for Job Title and HubSpot Owner."B) "Add enough filters that the view only displays people who match your buyer persona."
C) "Add enough filters that the view only shows people you can take a specific action with."
D) "Don't add more than one or two. Anything more than that will get too complicated and confusing."
69)
How can you find all of the contacts who don't have a value in a particular property?
A) Add a filter for that property and set it to "Is Unknown."B) Add a filter for that property and enter "NULL" (in all capitals).
C) Add a filter for that property and leave it blank.
D) Don't add a filter for that property.
70)
If your CRM is set up so that you can see contacts that aren't assigned to you, how can you create a view that only shows contacts who are assigned to you?
A) Add a filter for Lead Assignment and set it to "Assigned to Me"B) Select "Only Show My Contacts" in the View Options menu.
C) Add a filter for Territories and select your territory from the dropdown.
D) Add a filter for HubSpot Owner and set it to "Me"
71)
Lead Status could be used to improve this view in all of the following ways EXCEPT:
A) Adding a filter to show only "New" leads, so you can focus on people you haven't started working with yet.B) Adding a filter to show only "In Progress" leads, so you can focus on people you've established a working relationship with.
C) Adding a filter to exclude "Unqualified" leads, so you can avoid reaching out to people you've already determined aren't a good fit for your offering.
D) Adding a filter to exclude "Customer" and "Evangelist" so you avoid reaching out to people who have already closed.
72)
When writing the body of an email template, it's important to include all of the following EXCEPT:
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) Details about previous interactions
73)
Fill in the blanks. Good email templates increase ______ without sacrificing _____.
A) sales, timeB) efficiency, personalization
C) deal value, close rate
D) response rate, efficiency
74)
True or false? If you have multiple buyer personas, you only need one email template for each persona.
A) True. You should only ever have one template for a buyer persona so you can be sure you're providing a consistent experience to all of your contacts.B) True. A good buyer persona represents a specific type of person in a specific phase of the sales cycle, so you'll usually only need one template per persona.
C) False. A buyer persona represents a specific type of person, but you'll need multiple templates for each persona to address their changing needs as the sale progresses.
D) False. A buyer persona represents a broad range of people, so you'll need different templates for each kind of person represented by that persona.
75)
Which of the following is the BEST description of the benefits of using personalization tokens?
A) Personalization tokens help save time and avoid mistakes, but aren't enough on their own to make an email feel personalized.B) Personalization tokens make it easy to send a single email to multiple people.
C) Personalization tokens make it unnecessary for sales reps to craft individual emails for their contacts.
D) Personalization tokens are simple reminders of information that has to be added manually before sending the email.
76)
You can access HubSpot Sales in all of the following places EXCEPT:
A) GmailB) HubSpot Mobile App
C) Twitter
D) Outlook
77)
True or false? Knowing if your emails are getting opened is only helpful for email templates.
A) True. Non-templated emails don't generate enough meaningful data for open rate to matter.B) True. The main benefit of knowing whether an email is getting opened is to judge the effectiveness of its subject line.
C) False. Even for non-templated emails, open rate can help you see how engaged a contact is.
D) False. Open rate is only helpful for non-templated emails. For templates, click rate is a better measure.
78)
You can see if a contact has opened your emails in all of the following places EXCEPT:
A) Their contact profile inside the email extensionB) The timeline on their contact record
C) Instant notifications when they open the email
D) The sales dashboard
79)
In addition to personalized content, which of the following is a key factor when sending sales emails?
A) leverageB) a solid pitch
C) good timing
D) a good product
80)
HubSpot Sales notifies you multiple times that an email has been opened. What should you do?
A) Send an email to follow up.B) Call them quickly to discuss the content of the email further.
C) Turn the email into a template and send it to other contacts to see if you get multiple notifications for them, too.
D) Ignore any subsequent notifications for this contact because this is likely an error in the system.
81)
One of your customers gives you a referral for someone they think would be a good fit for your offering. You send an email to the person to get more information about the challenges they're facing, and then you set a task to remind yourself to follow up later. Which of the following is the BEST way to proceed?
A) Shift your focus to other contacts and resist the urge to follow up before the follow-up date you set. You don't want to risk becoming a nuisance.B) Shift your focus to other contacts, but keep an eye on your email notifications. If the contact opens the email multiple times, you should give them a call right away rather than waiting for the follow-up date to arrive.
C) Continue to think about the contact. Send them frequent emails with helpful content. The task is only a failsafe in case you get distracted.
D) When the task comes due, if you haven't heard back from the person, send them a break-up email and stop contacting them.
82)
You send an email to a contact who isn't in your CRM while you have the email extension's "Log in CRM" option turned on. What happens?
- A) The email gets tallied on the sales dashboard but won't appear on a timeline until you create a record for the contact.
- B) The "Log in CRM" option will automatically turn itself off.
- C) The email extension will give you a warning that the email can't be recorded.
- D) The CRM creates a record for the new contact and puts the email on the timeline.
83)
If you record a phone call using HubSpot Sales, where will the recording be stored?
- A) On the timeline of the contact you called.
- B) In the Recordings contact property on the contact record of the contact you called.
- C) Under the Calls tab.
- D) On your personal profile inside the CRM.
84)
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.
- A) True. In order to help contacts move forward, you need to know exactly what to say and do in each stage of the sales process.
- B) True. While it's important to know what the buyer should be doing at each stage of the sales process, it's ultimately your actions as a sales rep that will move a sale forward.
- C) False. While it's important to know the actions you must take at each stage of the sales process, it's ultimately the buyer's actions that move a sale forward.
- D) False. A good sales process is flexible enough to be different for every contact.
1)
The buyer-seller relationship has changed dramatically in the past 20 years. This is PRIMARILY because:
A) Buyers have so many distractions that they need more frequent contact to help them through the buying process.B) Buyers spend less time at home, making door-to-door sales and cold calling less effective.
C) The internet has shifted the power in the buying process from the seller to the buyer.
D) Economic changes have made buyers more cautious.
https://www.youtube.com/watch?v=0K7bg4HrZO4
2)
What's the best way to judge how useful a custom view is?
A) How closely it resembles your buyer persona.B) How actionable it is.
C) The number of contacts it includes.
D) The number of contacts it excludes.
3)
Which of the following statements is true?
A) Sellers should focus on being helpful because buyers are powerless and need help to buy.B) In the past, sellers had more power than buyers, but now buyers have more power than sellers.
C) The buyer has always had more power than the seller.
D) Buyers cannot move through their buyer's journey without the help of a seller.
4)
You've been researching XYZ Inc. and 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 Opensky 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?
A) Keep XYZ Inc.'s company record, but don't add any contacts until you know for sure who was viewing your pricing page.B) Add Johnny as a contact because that'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.
C) Add Johnny and Mariah as contacts, and associate them both with XYZ Inc.
D) 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.
5)
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?
A) Inbound selling focuses on getting buyers to act on the seller's timetable.B) Inbound selling focuses on attracting buyers and meeting them on their own terms.
C) Inbound selling focuses on sending emails rather than making phone calls.
D) Inbound selling focuses on standardized emails and call scripts.
6)
True or false? Buyer personas are most helpful near the beginning of the sales process.
A) TRUEB) FALSE
7)
True or false? When you change the displayed properties in the "About" section of a contact record, that change carries through to all contact records in the CRM.
A) True. Changing this section affects how contacts are displayed for all users.B) True. Changing this section affects how all contacts are displayed for you.
C) False. This section needs to be changed on each individual record.
D) False. This section's layout is hardwired in the system and cannot be changed.
8)
What information shows on the timeline of a company record?
A) All of the interactions you've had with any contact at the company.B) Only the interactions that you've manually added to it.
C) A countdown to the Close Date of all associated deals.
D) Company records don't have timelines.
9)
In HubSpot CRM, what's the relationship between contacts and companies?
A) There is no relationship between Contacts and CompaniesB) A contact record becomes a company record when you associate multiple people with it.
C) A company record can be associated with multiple contacts
D) Contacts and companies are the same in HubSpot CRM.
10)
Can you create one view that will include both job titles?
A) Yes, by adding a Job Title filter for "Accountant" OR "CPA"B) Yes, by adding two Job Title filters, one for "Accountant" and one for "CPA"
C) No, you'll need to create two separate views
D) No, you'll need to update the contacts so they all have the same job title
11)
What is the BEST way to find contacts who haven't been contacted in the past two weeks?
A) Add a filter for Last Contacted (does not include notes and tasks).B) You'll need to create a custom property to filter by this information.
C) Add a filter Last Activity (includes notes and tasks).
D) You can't create a filter around this information.
12)
Next Activity Date is a contact property that only has a value for contacts that have a task or meeting scheduled for the future. Otherwise, it's blank. How can you use this property to add a filter for your custom view?
A) Add a blank filter for Next Activity Date.B) Add a filter for Next Activity Date and set it to zero.
C) Add a filter for Next Activity Date and select the "Is Unknown" option.
D) Don't add a filter for Next Activity Date at all.
13)
If your CRM is set up so that you can see contacts you don't own, how can you create a view that only shows contacts who are assigned to you?
A) It's only possible to see contacts you own, so no further action is required.B) You would need to create a custom property to track this information.
C) Add a filter for HubSpot Owner and set it to "Me"
D) There isn't a way to do this in HubSpot CRM.
14)
How could Lead Status be used to improve this view?
A) Adding a filter to show only "New" leads, so you can focus on people you haven't started working with yet.B) Adding a filter to show only "In Progress" leads, so you can focus on people you've established a working relationship with.
C) Adding a filter to exclude "Unqualified" leads, so you can avoid reaching out to people you've already determined aren't a good fit for your offering.
D) All of the above.
15)
True or false? Good email templates increase efficiency without sacrificing personalization.
A) TRUEB) FALSE
16)
Email templates in HubSpot Sales must have all of the following EXCEPT:
A) RecipientB) Name
C) Subject
D) Body
17)
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?
A) "Every email you send should encourage your contacts to buy, so focus on pitching our offering most aligned with their needs."B) "Every email you send should help your contacts in some way, so focus the email on what you're trying to help them do."
C) "Email templates needs to be relevant to as many people as possible, so keep the purpose as vague as possible."
D) "Every email you send should ask your contacts to commit to something, so always include some kind of request in the message."
18)
True or false? When creating an email template, email conversations you've had with past contacts are a good place to look for ideas
A) TRUEB) FALSE
19)
Buyer personas can help you create email templates that will resonate with your contacts. Which of the following should you include in your buyer persona to help with this?
A) Words and phrases your contacts have used in past emails to describe their problemsB) The names of the people you intend to send the email to
C) A standard sales pitch to include in every email
D) All of the above
20)
True or false? You should customize an email template every time you send it out.
A) True. Personalization tokens are just placeholders that need to be manually replaced.B) True. The template is a starting point, but every email you send should be customized for the contact you're sending it to.
C) False. The point of email templates is to save you the trouble of customizing individual emails.
D) False. In order to measure a template's performance, you need to make sure it's identical every time you send it.
21)
Which of the following pieces of information would be the BEST fit for a fill-in-the-blank area in an email template?
A) A reference to a blog post your recipient recently publishedB) The recipient's first name
C) Your standard elevator pitch
D) All of the above
22)
What is the difference between mail merge and email templates?
A) Templates are more personalized and better at getting contacts to engage with a sales rep.B) They are basically the same, except that mail merge lets you email multiple contacts at the same time while templates require you to send emails one at a time.
C) They are different names for the same thing.
D) Mail merge is more efficient and is better at increasing a sale rep's reach.
23)
For the following questions, imagine you are creating an email template for following up with people who missed a scheduled appointment. You found this email in your sent folder that you want to use as a template: When creating an email template in HubSpot Sales, how would you include the contact's name in the greeting? ("Jean")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
24)
When creating an email template in HubSpot Sales, how would you include the contact's phone number? ("(888) 482-7768")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
25)
When creating an email template in HubSpot Sales, how would you include the time the meeting was scheduled for? (“3 p.m.”)
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
26)
For the following questions, imagine you are creating an email template for following up with people who missed a scheduled appointment. You found this email in your sent folder that you want to use as a template:When creating an email template in HubSpot Sales, how would you add a description of what topics the meeting was supposed to cover? ("the trouble you've been having with user engagement on your online forums")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
27)
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.")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
28)
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,")
A) Personalization tokensB) Fill-in-the-blank areas
C) Static text
D) None of the above
29)
While composing an email to a new contact, you look at their contact profile and notice that they recently tweeted something that makes you think they might be in the market for your offering. Which of the following would be a good way to use this information?
A) Reference the tweet in your email.B) Like the tweet and reply on twitter rather than sending an email.
C) Use the other social links in the contact profile to see if they've posted similar things elsewhere.
D) All of the above.
30)
When using the email extension, what does it mean to "track an email"?
A) The email extension will notify you when the email gets opened.B) The email extension will add the email to the "emails sent" area of the sales dashboard inside HubSpot CRM.
C) The email extension will save the email as a template for future use.
D) The email extension will automatically add the email to the contact's timeline.
31)
Fill in the blanks: A combination of __________ and __________ is the best recipe for successful emails in sales.
A) a good product, personal connectionsB) a solid pitch, a sense of humor
C) leverage, collateral
D) personalized content, good timing
32)
The email extension will add the email to the “emails sent” area of the sales dashboard inside HubSpot CRM.
Where can you see if a contact has opened your emails?
A) Their contact profile inside the email extensionB) The timeline on their contact record
C) Instant notifications when they open the email
D) All of the above
33)
You notice that the emails you send using one of your templates aren't getting opened as frequently as the emails you send using your other templates. Which of the following solutions should you try first?
A) Change the template's subject line. The current subject line probably isn't compelling enough.B) Give it more time. In many cases, it can take weeks or even months for open rate to generate meaningful results.
C) Change the content inside the email. It probably isn't relevant to the people you're contacting.
D) Change your buyer persona. You're probably sending emails to the wrong kind of prospect.
34)
There are two main places you can access HubSpot Sales. One is your HubSpot portal. Where is the other one?
A) HubSpot Mobile AppB) Inside Gmail or Outlook
C) The backup version downloaded to your computer
D) Inside Twitter or LinkedIn
35)
The sidebar inside the email extension is called a contact profile. What information about a contact is displayed in the contact profile?
A) Whether the contact has been opening the emails you've sent themB) An option to create or view their record inside the CRM
C) Some basic information about the contact and their company
D) All of the above
36)
When is the best time to call a person you don't have a scheduled appointment with?
A) Anytime they signal interest in your solution.B) There is no "best time." It's best to try different times until you catch them at their desk.
C) During the second half of the week, after most of their work is behind them.
D) First thing in the morning, before they have a chance to get pulled into any meetings.
37)
The contact profiles inside the email extension will include a click-to-call button if the contact has a phone number saved in the CRM. When is the BEST time to use this button?
A) Anytime it appears.B) When you're composing an email and it exceeds 200 words.
C) Only if you're reading an email that explicitly asks you to make phone contact.
D) When you're reading an email from a prospect that was sent to you within the past 10 minutes and warrants further discussion.
38)
Which of the following statements BEST describes the calling feature in HubSpot Sales?
A) HubSpot will call any two numbers and connect the call. After the call ends, HubSpot will email the recording to you.B) You can have HubSpot trigger the call from any phone, but the call will only be recorded if the phone has the HubSpot Sales app installed on it.
C) You can call using your computer's microphone and speakers, or you can have HubSpot Sales call your phone and connect to the contact. Either way, the call can be recorded.
D) You call HubSpot from your phone, and the call gets forwarded to the appropriate contact. This makes it possible for HubSpot Sales to record the call.
39)
How soon should you call a contact after they signal their interest?
A) As fast as possible. The sooner you call, the more likely you'll be to get them on the phone and convert them into a lead.B) Within a day. As long as you don't wait more than 24 hours, there's no significant reduction in connect rate.
C) Within a few hours, but not sooner than 10 minutes. Calling too fast can make you seem desperate.
D) Depends on your buyer persona. Find out how long before your persona expects you to contact them.
40)
True or false? One of the most important factors in your outreach success is your timing.
A) True. Regardless of how much you know about a person, they'll only respond favorably to your outreach if your timing is good.B) True. If your timing is good enough, you don't need to know details about your contact.
C) False. How a person responds to your outreach depends more on who they are than on what they're doing.
D) False. It's impossible to know if the timing is right, so it's better to focus on learning as much as possible about your contact as a person.
41)
How do you take notes during a call?
A) The call is automatically recorded, so notetaking is unnecessary.B) By updating the Last Call property on the contact record.
C) By adding a note to the contact record.
D) By writing in the notes area that appears during the call.
https://www.youtube.com/playlist?list=PLs5Phz-k2g8hYiMR0TWo2gorR1n1ckY0-