Sales/CRM HubSpot Quiz

Take the Sales/CRM HubSpot Quiz

Test yourself on the functionality of the HubSpot platform.

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* 1. What are the most accurate statements when it comes to associations and smarketing practices? Select all that are true.

It's about alignment between your sales and marketing teams in pursuit of mutual goals.

It's about your org's ability to bring marketing-qualified leads (MQL) and sales-qualified leads (SQL) together to drive conversions.

You need a traditional sales team in order for smarketing to be effective at your org.

Within the smarketing framework, there's a hand-off between the marketing team and the sales team to further nurture promising leads.

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* 2. The following is not an example of an association smarketing framework:

Sam Gaines downloads a piece of content from Association X's national website. He then gets nurtured through the marketing funnel via a member recruitment workflow. Once Sam gets to a 51 point lead score, there's an automated notification that sends an email to Association X's Chicago Chapter Leader who then nurtures Sam to sign-up for Chicago Chapter membership.

Andy Stein from Association X sets up three separate paid ads about an upcoming conference across Facebook, LinkedIn, and Google. Each ad gets varying levels of traction which lead anonymous contacts to Association X's home page. Website traffic increases during the duration of the campaign.

Corey Dakin is the Marketing Program Manager for Association X's Certification program. Corey sets up a growth campaign to encourage existing members to apply to get their certification. 25 members indicate interest via Corey's campaign. All are automatically upgraded to Sales Qualified Leads (SQLs). Corey's Certification Manager receives automated notifications with details about each lead and instructions to follow-up with them by phone or chat in under 48 hours.

Jessie Pinko is a sponsor/advertiser with Association X. As part of her sponsorship package, Association X runs evergreen lead gen campaigns, qualifies the leads based on Jessie's needs, and sets up automated notifications within the lead gen workflow that go directly to Jesse when the lead is a fit and qualified.

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* 3. For associations and nonprofits using HubSpot, the following are true statements about the application of Deals (Select all that are true):

HubSpot Deals can be used to segment and build lists based on member transactional activities.

HubSpot Deals can be used to track where a prospect is in the pipeline.

You can't use HubSpot Deals if you don't have a traditional sales team.

You can build contact lists through the Deals interface.

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* 4. The following are true statements about Deals functionality in HubSpot (Select all that are true):

You can use Deals to track potential revenue within your sales pipeline.

You can't filter by Deals properties directly in your Deals View.

You can't track the progress of your contacts (i.e. Qualified, Still Nurturing, etc.) using Deals.

You can track Sales Activities (i.e. booked meetings) in your Deals view.

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* 5. Which isn't a true statement about HubSpot Sequences:

You can analyze your sequence data once your sequence is sent.

Sequences are automated emails sent from your connected inbox as sales emails.

You can set-up Sequences even if you don't have a HubSpot Sales or Service Module in your account.

Sequences are designed for the Sales Team while Workflows are designed for the Marketing Team.

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* 6. Which is not a true statement when it comes to Tasks in HubSpot?

You can plan your own tasks or assign tasks to other HubSpot users.

You can identify the task type, set due and reminder dates, and include task descriptions.

You can't get a summary of previous task performance or a summary of future tasks.

You can automate tasks to move contacts to different stages in the pipeline based on your identified criteria.

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* 7. Which isn't categorized by HubSpot as a sales-related Activity?

Meetings

Chats

Calls

Marketing emails

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* 8. When you open up a single Deal Record and view it's properties, which information can you not see until you go into the individual Contact Record associated with that Deal?

Deal Stage

Deal Revenue

Marketing emails opened

Contacts associated with that Deal

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* 9. Which report is least effective in aligning sales and marketing teams?

Daily Leads Waterfall Chart

Percentage of SQLs that close/convert

Sales Leads Follow-up Chart (based on Service Level Agreement - SLA)

Graph representing percentage of opened emails over a specific period of time

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* 10. What is least likely to be included in a Service Level Agreement (SLA) between marketing and sales?

Mutually defined goals and metrics

Definition of a lead

Defined point of handoff from Marketing to Sales

Agreed upon Sales follow-up to anonymous contacts

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* 11. Please enter your contact info so that you get your course completion email.

Name

Email Address