CertificationAnswers

How can you share saved filters with other team members?

• All saved filters are automatically shared with all team members.

• When saving your filters, you have the option of sharing the filters with everyone or with just your team.

• By adding a filter for HubSpot Owner and adding the team members you want to share the view with.

• By checking the “Invite team members” box next to the saved filter’s name.

What are deal stages?

• One-word descriptions of a contact or company’s qualification as a lead.
• The steps you need to take in order to close a deal.
• The important milestones a person has to pass in order to become your customer.
• The process you need to go through in order to add a deal to HubSpot CRM.

Explanation: The correct answer is The important milestones a person has to pass in order to become your customer. In the context of sales and customer relationship management (CRM), deal stages refer to the various steps or phases that a potential customer goes through in their journey from initial contact to becoming a paying customer. These stages represent key milestones in the sales process, typically starting from the moment a lead is identified and progressing through stages such as qualification, proposal, negotiation, and finally, closing the deal. Each stage reflects a different level of engagement and commitment from the prospect and provides valuable insights into the progress of the sales pipeline. By defining clear deal stages, sales teams can effectively track and manage opportunities, prioritize their efforts, forecast revenue, and identify potential bottlenecks or areas for improvement in the sales process. Therefore, deal stages play a crucial role in guiding sales activities, facilitating communication between team members, and ultimately driving successful conversions and revenue growth for the business.

When should you create a deal?

• Any time a contact buys from you.

• Any time a contact completes the action described by the first deal stage.

• Any time you identify a contact or company as a “good fit” for your offering.

• Any time you successfully make contact with a person.

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. In order to help contacts move forward, you need to know exactly what to say and do in each stage of the sales process.

• 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.

• 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.

• False. A good sales process is flexible enough to be different for every contact.

True or false? You should treat all of your contacts as equally important to your sales process.

• True. The most important thing is to make sure your contacts feel like they’re your only contact.

• True. Quota and commission are not as important as developing good relationships with your contacts.

• False. You should only spend time on people who are eager to buy your product.

• 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.