True or False? After you’ve performed a few platform or tech stack evaluations, you can skip over the discovery questions and jump to solutions quicker for each subsequent client your firm works with.
- True
- False
- 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?
- 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.