Profile questions for the Database Deep Dive
Follow up Actions:
- Lead Flow
- How do new Leads get into the database (e.g. manual entry, form capture, etc)?
- Is there a protocol of required information to input information into the database for each object?
- How is this information monitored?
- How are Leads & Opportunities being assigned?
- How are you tracking progress with Leads & Opportunities?
- What (if any) third-party tools are you using the track this?
- How does marketing use the database?
- How does the sales team use the database?
- How does the service team use the database?
- Does anyone outside of marketing, sales, or service use the database? How so?
- Do you have any segmentation for marketing outreach and/or sales outreach?
- Is data going to need to be put in HubSpot? Where is that data? How is it going to be accessed?
- In an ideal world, how would the database work?
- Could you please provide access to the database(s) if it had not already been provided
- Could we get an export of all fields/properties from the database(s)