HubSpot Sales Software Certification Exam Answers 2024

100% Free Updated HubSpot Sales Software Certification Exam Questions & Answers.

The HubSpot Sales Software Certification demonstrates your ability to execute an inbound sales process using HubSpot CRM and Sales Hub.

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HubSpot Sales Software Certification Exam Details:

Questions: 45 questions
Time limit: 3 hours
Pass rate: 80% (37 questions correctly to pass)
Retake period: If you don’t pass the assessment, you can take it again after 12 hours later.
Validity Period: 24 Months

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(Click on the questions, to get the correct answers)

✅ Which of the following is true about an email template’s name?

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.
The name is only visible internally, so it should be whatever makes the most sense to you and your team.
The name is automatically generated and cannot be changed.
The name should be less than 30 characters in length.

✅ True or false? You should customize an email template every time you send it out.

True. Personalization tokens are just placeholders that need to be manually replaced.
True. The template is a starting point, but every email you send should be customized for the contact you’re sending it to.
False. The point of email templates is to save you the trouble of customizing individual emails.
False. Some emails might need additional customization, but a good template can be sent “as is” in most cases.

✅ What are deal stages?

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

✅ You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this?

Saved filters
Task queues
Forms
Lead flows

✅ You can set a due date when you create a task. What happens when the due date arrives?

A reminder email is sent to the person the task is assigned to.
The task automatically gets marked as “Complete.”
The task gets deleted.
The user the task is assigned to is required to take the action described in the task.

✅ Where do your team’s interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?

On the contact’s timeline
In contact properties
Under the “Interactions” tab
On the profile of the rep who contacted them

✅ Which of the following is NOT a type of task in HubSpot CRM?

Follow up
Call
Email
To-do

✅ What’s the BEST way to add people from your saved filters into a task queue?

Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue.
“Task queue” and “saved filters” are different names for the same thing.
Open each contact record and create tasks one at a time. It’s important to create the tasks individually to make sure they’re personalized.
Drag and drop people from the saved filters into the task queue.

✅ What information shows on the timeline of a company record?

Only the interactions you’ve manually added to it.
All of the interactions you’ve had with any contact at the company.
The history of the company, as pulled from public records.
Company records don’t have timelines.

✅ Fill in the blank: A ___________ is a record used to track the progress of an individual sale.

deal stage
deal record
deal pipeline
deal forecast

✅ If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?

As soon as you see the first notification.
After they respond to your email.
After getting at least 10 notifications.
After getting three or four notifications.

✅ If you enroll a person in a Sequence, what happens when they respond?

The “post-contact” steps of the sequence are triggered,
The sequence continues executing until all of the steps are completed.
The sequence alerts you that they have responded.
The sequence automatically terminates.

✅ When creating an email template, how would you add the next steps? For example, “If you’d still like to talk about this, please let me know the best time to reach you.”

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here].”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template to confirm a meeting with someone, how would you include the time the meeting was scheduled for?

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template, how would you add a personalized closing line?

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template, how would you include the contact’s phone number?

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template, how would you include the contact’s name in the greeting?

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ True or false? When you add a note to a contact record, the content of the note automatically gets emailed to that contact.

True
False

✅ If you need a report that isn’t included by default on the sales dashboard, what should you do first?

Create a custom report that gives you the information you need.
Look in the reports library for a report that provides the information you need.
Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
Go to the reports marketplace and see if you can purchase the needed report.

✅ Which of the following is NOT a default contact property in HubSpot CRM?

Favorite flavor of cake (a free-fill sample property)
Next activity date (the date of a contact’s next meeting or task, if any)
Form submission (the name of any form the contact has submitted from your website)
Last contacted (the date or time period a person last received contact from a member of your sales team)

✅ There are several ways to create contacts. One way is to create contacts manually. All of the following are also ways to create contacts EXCEPT:

Form submissions from your website.
Business card scanning through HubSpot’s mobile app.
Automatic contact creation from emails, if your inbox is connected to HubSpot.
The Slack integration.

✅ If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning?

Nothing
HubSpot automatically personalizes the email for you.
A help article with email best practices opens in a new window.
HubSpot gives you a list of recommendations for improving your email.

✅ Where can you send a tracked email from?

Contact, company, and deal records
A Gmail or Outlook inbox
HubSpot’s mobile app
All of the above

✅ When making a call from HubSpot CRM, what’s the best way to take notes during a call?

Add a note to the contact record.
Update the “Last Call” property on the contact record.
Use the notes area that appears during the call to type notes.
The call is automatically recorded, so notetaking is unnecessary.

✅ A playbook can include all of the following EXCEPT:

Videos and images.
Written instructions.
Live chat.
Interactive buttons.

✅ What’s an ideal customer profile?

A checklist of the most basic attributes someone needs to have in order to be successful as your customer
A detailed description of a customer who has purchased your product in the past
A way of ranking the priority of your leads
A standard report available on your sales dashboard

✅ Which of the following is NOT a required part of an email template?

A name for the template
An email subject line
The body of the email
The recipient’s email address

✅ If you don’t have access to the playbooks tool, which free Sales Hub tool would be your best choice for inserting an outline into your call notes?

Templates
Documents
Snippets
Meetings

✅ True or false? In general, you should use the default options provided in the “Lead status” property.

True
False

✅ Email templates use personalization tokens to pull information from CRM properties into your emails, but you should also leave room to personalize every email you send. Why?

To provide more value to your prospect
To include relevant details from other conversations you’ve had
To make sure the email addresses the recipient’s specific needs
all of the above

✅ How do chatbots qualify leads?

By routing website visitors to the first available sales rep
By using a machine learning algorithm to rank your contacts based on the information contained in their contact properties
By asking website visitors a series of questions and taking different actions based on their answers
By calling the phone numbers stored in your contact records and having an automated conversation with them

✅ Which of the following can you do with HubSpot’s mobile app?

Scan business cards to create new contacts.
Manage your deals and tasks.
Respond to live chats from your website.
All of the above

✅ Which of the following is NOT an option with the Slack integration?

Searching for contacts, companies, and deals
Making recorded phone calls
Accessing playbooks
Chatting with visitors to your website

✅ Which of the following Sales Hub tiers have access to workflows (HubSpot’s automation platform)?

The free HubSpot CRM
Sales Hub Starter and above
Sales Hub Professional and above
Sales Hub Enterprise only

✅ True or false? Changing the properties listed on one contact record will change the way properties are listed on every contact property you view.

True
False

✅ What can you use the documents tool for?

You can use it to share a document with your contacts and get insights into how they interact with it.
You can use it to create customized documents such as personalized quotes.
You can use it to take notes about the conversations you have with your contacts throughout your sales process.
You can use it for customized reports about the webpages a contact visits most frequently.

✅ Which Sales Hub tool would you use to add products to a deal?

Products
Quotes
Templates
Documents

✅ You can do all of the following with the meetings tool EXCEPT:

Create multiple links, each with different booking restrictions.
Create a team link that looks at the availability of you and specific teammates.
Access your prospect’s calendar to check their availability.
Generate videoconferencing links with HubSpot’s Zoom integration.

✅ Which Sales Hub tool would you use to send a quote to a prospect?

Products
Quotes
Deals
Templates

✅ Which Sales Hub tool would you use to add your terms of service to a quote?

Templates
Documents
Snippets
Meetings

✅ How has the internet changed the relationship between buyers and sellers?

Customers have more options for sharing their opinions of your company with other prospective buyers.
Prospective buyers have more access to information about your company and products.
Sellers can better leverage the voices of happy customers to resolve the concerns of potential buyers.
All of the above

✅ Which of the following is a best practice when sending emails as part of your task queue?

Use the email scheduling tool to make sure your emails will be delivered at a time that’s convenient for your contacts.
Send emails first thing in the morning to make sure your contacts see them when they get into work.
Send emails at the end of the day to avoid interrupting your contacts’ daily schedule.
Use the sequences tool to make sure your emails get re-sent to the recipient if they don’t respond.

✅ True or false? HubSpot Video is part of the quotes tool.

True
False

✅ Which of the following is the best description of how to filter records in HubSpot CRM?

Your IT department can filter records for you in as little as three hours from the time of your request.
You can search for exact record matches and sort the results alphabetically or by the date they were created.
You can filter your records by using simple command line prompts.
You can filter the records you have access to in real time based on values contained in their contact properties.

✅ When you send a tracked email, you receive a notification every time the email is opened. You can receive these notifications in all of the following ways EXCEPT:

An instant notification on your computer, if you’re using the Chrome or Outlook extension.
A push notification on your phone, if you’re using the HubSpot mobile app.
In the activity feed inside HubSpot CRM.
A phone call, if you’re using HubSpot’s virtual secretary.

✅ All of the following are default reports in HubSpot CRM EXCEPT:

Deal revenue leaderboard.
New deals created.
Contacts worked.
Deals closed won.

✅ What is a sequence?

The steps of your sales process
An automated series of emails and tasks
A playlist of tasks that you can work through
An outline to follow during a sales call

✅ What is a task queue?

A playlist of activities you can work through, one at a time.
A filtered list of contacts that shows you the most important people to focus on.
A written list of goals you want to achieve in a given day or week.
The feature in HubSpot CRM that helps you create multiple tasks at once.

✅ All of the following tools can be used to capture inbound leads, EXCEPT for:

Email templates
Messages
Prospects
Lead flows

✅ Which of the following is HubSpot’s live chat tool?

Email templates
Messages
Prospects
Lead flows

✅ The buyer–seller relationship has changed dramatically in the past 20 years. This is PRIMARILY because:

Sellers now have more technology to help them find buyers.
Social media has made it easier for buyers and sellers to connect with each other.
The internet has shifted the power in the buying process from the seller to the buyer.
Buyers have so many distractions that they need more frequent contact to help them through the buying process.

✅ Which of the following is FALSE 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 important to success when writing to prospects.
Typically, buyers prefer a phone call to receiving an email.

✅ All of the following are true about forms and lead flows EXCEPT:

Lead flows collect more detailed information than forms.
Lead flows appear on top of the page while forms are embedded in the page.
Forms usually have more fields than lead flows.
Submissions from lead flows and forms both appear on the contact timeline.

✅ True or false? If a lead flow only asks for a visitor’s email address, that’s enough information to create a useful record in the CRM.

An email address is enough information for the CRM to create a contact record where you’ll be able to see a full history of the pages that the visitor has viewed on your website. The CRM may also be able to find company information about the person and create a company record based on their email domain.
If a person provides an email address, you’ll be able to send them an email to ask for more information. This is also a good opportunity to find out what products they’re interested in and attempt to make a sale.
An email address without a name is meaningless. At a minimum, your lead flows should collect name and email.
Lead flows should collect as much information as possible about a visitor. You should have a goal of having 5 to 10 fields in each lead flow.

✅ Where’s the best place to go to find help docs and training videos about HubSpot tools?

community.hubspot.com
academy.hubspot.com
support.hubspot.com
hubspot.com/help

✅ How do you record emails in the CRM if you’re using the HubSpot Sales email extension?

Check the “Log in CRM” checkbox when you’re composing an email.
Select the emails you want recorded and then click the “Save in CRM” button.
All of your emails will automatically be recorded as long as the “Record My Emails” setting is turned on.
Add your portal’s BCC address to the BCC line of your emails.

✅ Which of the following is the BEST description of the benefits of using personalization tokens?

Personalization tokens make it unnecessary for sales reps to craft individual emails for their contacts.
Personalization tokens make it easy to send a single email to multiple people.
Personalization tokens help save time and avoid mistakes but aren’t enough on their own to make an email feel personalized.
Personalization tokens are simple reminders of information that has to be added manually before you can send the email.

✅ Your marketing team wants to add lead flows and messages to your company’s website. Where should each tool be used?

Put messages on any page talking about your company’s products or pricing, and put lead flows on all the other pages.
Put lead flows and messages together on all pages.
To determine where each should be used, randomly divide the pages of your website into two even groups. Then put messages on all of the pages in one group, and lead flows on all of the pages in the other group.
It doesn’t matter which pages each tool is used on, as long as the tool is customized to match the pages it’s added to.

✅ Where’s the best place to go if you want to ask other HubSpot users the best way to use HubSpot tools?

community.hubspot.com
academy.hubspot.com
support.hubspot.com
hubspot.com/help

✅ 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.

In order to help contacts move forward, you need to know exactly what to say and do in each stage of the sales process.
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.
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.
A good sales process is flexible enough to be different for every contact.

✅ How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

Add your portal’s BCC address to the BCC line of your emails.
Copy the body of the email and paste it into a note in the CRM.
Use the CRM’s “import” feature to import the messages into the CRM.
You cannot record emails in the CRM without using the email extension

✅ When creating an email template in HubSpot Sales, how would you include the contact’s name in the greeting? (“Jean”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template in HubSpot Sales, how would you include the contact’s phone number? (“(888) 482-7768”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template in HubSpot Sales, how would you include the time the meeting was scheduled for? (“3 p.m.”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ When creating an email template in HubSpot Sales, how would you add a description of the topics the meeting was supposed to cover? (“the trouble you’ve been having with user engagement on your online forums”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ 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.”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ 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,”)

Personalization tokens
Fill-in-the-blank areas
Static text
None of the above

✅ Where can you see the progress of a deal?

On the deal record
On the timeline of any contact or company associated with the deal
On the Deals page
All of the above

✅ True or false? Deal information is automatically displayed on the contact timeline.

Updates are added to the contact timeline every time a deal they’re associated with moves to a new deal stage.
Deals are simply properties on the contact record, so any changes to the deal naturally flow through to the contact timeline.
Contacts and deals are two separate objects in HubSpot CRM, so information does not flow between the two.
Deal information has to be added to the contact timeline manually.

✅ What’s the best way to create an end-of-the-month to-do list?

By creating a saved filter of contacts who haven’t been followed up with recently.
By creating a saved filter of contacts who have multiple deals associated with them.
By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.
By using the Deal Board to see how many deals are near the end of your sales process.

✅ What’s the most important deal property?

Deal Name, because you have to know this in order to find the deal in the CRM.
Contact, because if you forget to add the contact, the deal will be meaningless.
Close date, because if you forget to select a close date, your commission will be calculated incorrectly.
Amount, because the value of the deal will help you prioritize at the end of the month.

✅ What’s the difference between the deal forecast and the deal board?

“Deal forecast” and “deal board” are two different names for the same thing.
They are essentially the same, but they’re located in different areas of the CRM.
The deal board helps with deal maintenance, while the deal forecast helps with prioritization.
The deal forecast is for managers, and the deals board is for individual reps.

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

The most important thing is to make sure your contacts feel like they’re your only contact.
Quota and commission are not as important as developing good relationships with your contacts.
You should only spend time on people who are eager to buy your product.
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.

✅ How can deals help you prioritize your contacts?

Deals help you see which contacts are closest to buying.
Deals help you see a contact’s revenue potential.
You can create a saved filter of contacts based on how many deals they’re involved in.
All of the above.

✅ When should you create a deal?

Any time you successfully make contact with a person.
Any time a contact completes the action described by the first deal stage.
Any time a contact buys from you.
Any time you identify a contact or company as a “good fit” for your offering.

✅ 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?

“Email templates need to be relevant to as many people as possible, so keep the topic as broad as possible.”
“Every email you send should ask your contacts to commit to something, so always include some kind of request in the message.”
“Every email you send should encourage your contacts to buy, so focus on pitching our offering that’s most aligned with their needs.”
“Every email you send should help your contacts in some way, so focus the email on what you’re trying to help them do.”

✅ Email templates in HubSpot Sales must have all of the following EXCEPT:

Name
Recipient
Subject
Body

✅ When writing the body of an email template, it’s important to include all of the following EXCEPT:

Personalization tokens
Fill-in-the-blank areas
Static text
Details about previous interactions

✅ This morning you were supposed to have a meeting with one of your contacts, but they didn’t show up. You want to send them an email to encourage them to reschedule. Instead of writing the email from scratch, you decide to make an email template you can use again in the future. Now you need to figure out what the template should say. Which of the following is the BEST way to look for ideas?

Check your sent folder for emails you’ve sent in the past that have successfully helped people reschedule meetings they missed.
Search Google for email templates that have worked well for other sales professionals.
Look for marketing content on your website that gives information about a product the contact might be interested in.
Scroll through the timeline on the contact record for the person who missed the meeting and look for specific details about them to include in the template.

✅ Which of the following pieces of information would be the BEST fit for a fill-in-the-blank area in an email template?

A reference to a blog post your recipient recently published
The recipient’s first name
Your standard elevator pitch
All of the above

✅ Which of the following is a best practice for email subject lines?

Use your elevator pitch as the subject line.
Add as much detail as possible so the recipient knows what’s in the email.
Keep it short in case the contact views it on a mobile device.
Include the solution to a problem the recipient is facing.

✅ How can you find all of the contacts who don’t have a value in a particular property?

Add a filter for that property and set it to “Is Unknown.”
Add a filter for that property and leave it blank.
Don’t add a filter for that property.
Add a filter for that property and enter “NULL” (in all capitals).

✅ 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.

✅ True or false? When you change the displayed properties in the “About” section of a contact record, that change automatically carries through to all contact records in the CRM.

Changing this section affects how contacts are displayed for all users.
Changing this section affects how all contacts are displayed for you.
This section needs to be changed on each individual record.
The change only carries through if you select the “Apply to All” option.

✅ Which of the following is a benefit of keeping your contacts’ Lead Status property up to date?

You can filter your contacts based on how active they are in the buying process.
You can filter your contacts based on how recently you’ve contacted them.
It ensures that the Deal Forecast will be as accurate as possible.
You can set reminders for yourself to follow up.

✅ Fill in the blanks: Good email templates increase ______ without sacrificing _____.

efficiency, personalization
sales, time
response rate, efficiency
deal value, close rate

✅ Which of the following statements is TRUE?

Buyers cannot move through the buyer’s journey without the help of a seller.
In the past, buyers had more power than sellers, but now sellers have more power than buyers.
In the past, sellers had more power than buyers, but now buyers have more power than sellers.
The internet has made buyers and sellers equal to each other.

✅ 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?

Inbound selling focuses on using internet-based tools to connect with buyers.
Inbound selling focuses on getting buyers to act on the seller’s timetable.
Inbound selling focuses on waiting for buyers to take action.
Inbound selling focuses on attracting buyers and meeting them on their own terms.

✅ In HubSpot CRM, what’s the relationship between contacts and companies?

A contact record can be associated with multiple companies.
A contact record becomes a company record when you associate it with multiple people.
A company record can be associated with multiple contacts.
Contacts must be associated with companies, but companies don’t have to be associated with contacts.

✅ You’ve been researching XYZ Inc., and you 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?

Add a note to XYZ Inc.’s company record describing the call, but don’t add any contacts until you know for sure who was viewing your pricing page.
Add Johnny as a contact because he’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.
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.
Add Johnny and Mariah as contacts, and associate them both with XYZ Inc.

✅ Which of the following is the easiest way to create a new contact record?

Logging emails in the CRM
Manually creating a contact record
Adding a contact to the company record
Importing contacts from a spreadsheet

✅ There are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s another difference?

Forms typically collect more information than lead flows.
Lead flows typically collect more information than forms.
Lead flows can only be added to blog posts, but forms can be added to any page.
Lead flows allow people to chat with you in real time.

✅ Which of the following is NOT a recommended best practice for the messages tool?

Make sure the message pane appears on every page of your website.
Customize your welcome message to be relevant to the page it appears on.
Start by making the messages pane visible to all website visitors and then restrict it later if you receive more chat requests than you can respond to.
Set your availability for the times of day when you’d prefer to chat.

✅ You see that a particular company has visited your website several times in the past few days, so you decide to call them. A receptionist answers the phone. Which of the following would be the BEST way to proceed?

Say, “Hi, my name is [name], and I’m calling from [company]. We’ve received a number of inquiries on our website from someone at your company, but they didn’t leave a name. We provide [product]. Do you know who at your organization would be looking into that right now?”
Say, “Hi, I sell [product]. Can you please direct me to the person who can help me with that?”
Try again later. Receptionists rarely have purchasing authority, and it’s important to focus on speaking to qualified people.
Describe the benefits of your offering and try to get the receptionist’s buy-in. Then ask to be referred to the appropriate buyer.

✅ Which of the following is the HubSpot tool that shows you which companies have visited your website?

Email templates
Messages
Prospects
Lead flows

✅ If you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do?

✅ When you create a task, you can have HubSpot send a reminder email to the person the task is assigned to. When will the reminder email be sent?