HubSpot Sales Team Self Assessment

Presentation

•

Business

•

Professional Development

•

Practice Problem

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Medium

Christine Burcham

Used 3+ times

FREE Resource

6 Slides • 31 Questions

Hubspot User Self Assessment

Hubspot - Navigation and Set-up

Poll

I can login on any device

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to Navigate between objects

e.g. Contacts, Companies, inboxes, reports

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to Navigate to my profile / settings

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to update my notification preferences

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to connect my Inbox to Hubspot

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to update my email signature in both HTML code or Simple format

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to connect my Calendar in HubSpot

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to change my default task settings

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to search for a record / contact / note / piece of data

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to filter data in an object and save the filtered view

e.g. filter to all contacts associated to companies in the Fortis Group

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Hubspot - Sales Communications

Poll

I can Log a Call / Meeting

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to create Notes and tasks

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I can create a follow up task from an activity log window

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to Navigate to Target Accounts and know how to use it to take action

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to Add, Segment and Remove Target Accounts

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to create a deal and Quote from an object, hubspot inbox or Outlook email

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to create a Ticket from any object or hubspot inbox

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to create a Ticket from any object or hubspot inbox

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to use HubSpot templates and snippets and all features including: font colour and size, adding links, dynamic personalised content and attachments

I can do this from hubspot objects or my Outlook inbox

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Multiple Select

I Know how to create HubSpot templates and snippets and all features including font colour and size, adding links, dynamic personalised content and attachments

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Hubspot - Lists & Reports

Poll

I know how to use filters to view list members in the contacts or companies objects

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to view which list a company / contact belongs to

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I know how to update list memberships from the customer / company objects

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Know how to view dashboards and analytics reports

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I Understand the reports in my dashboards and know how to filter them for improved analysis

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Hubspot - Automation

Poll

I can enrol and unenroll contacts in Sales sequences

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I can create sales sequences

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I can analyse sales sequences

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I can Navigate to and view workflows

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Poll

I can Create and Amend workflows

I Can't do this

I can but sometimes need help

I'm confident doing this and rarely need help

I'm Confident doing this as well as trouble shooting this

I can do this and can train others to do this

Hubspot - One final question

Poll

After completing these self assessment questions how confident are you with your knowledge and usage of HubSpot

I'm not at all confident

I'm somewhat Confident, but could do with some training in key areas

I'm confident I have access to everything I need and will ask for training as I need it

I'm a confident competent user with wide knowledge of the system and the ability to support others

I'm a confident user with the ability to train other and would like to increase my knowledge to more advanced knowledge area's

Hubspot User Self Assessment

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