True or False? Proactive conversations are planned ahead of time, allowing you to gather adequate background information and prepare appropriate questions for your platform conversation with your client.
True False
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Scenario: A client’s Sales VP wants your help to implement Salesforce for their team’s CRM needs, but they already have an instance of HubSpot CRM and Sales professional that one of their Sales divisions is using. The Sales VP is simply unaware of HubSpot’s CRM and sales tools, and hasn’t considered the costs and benefits of getting more HubSpot Sales seats vs. a new Salesforce instance. What should you do?
Remind the Sales VP about the existing HubSpot Sales + CRM instance, and remind her of its capabilities. Ask if
Read moreWhich of the following is NOT a good question to ask your client in your platform audit?
How much would it cost to move to a different system? If this app were removed, what processes would be
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