HubSpot Sales Team Self Assessment

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