Practice Test Geeks(CCRM) Certified Client Relationship Manager Practice Test
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CRM Technology Flashcards

7 cards from real CCRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 CRM Technology flashcards as text

  1. Which CRM deployment model gives a company the most control over data security and customization?

    Answer: On-premise CRM

    On-premise CRM is hosted on the company's own servers, giving maximum control over security, customization, and data governance.

  2. What is the primary purpose of a CRM system's lead scoring feature?

    Answer: Assign a numerical value to prospects based on their likelihood to convert

    Lead scoring assigns numerical values to prospects based on demographic data and behavioral signals to prioritize follow-up efforts.

  3. In CRM technology, what does 'workflow automation' primarily accomplish?

    Answer: Triggers predefined actions based on specific events or conditions

    Workflow automation triggers predefined sequences of actions—such as sending emails or assigning tasks—when specific conditions are met.

  4. A sales manager wants to see all opportunities expected to close this quarter and their probability. Which CRM feature should she use?

    Answer: Sales pipeline/forecast report

    A sales pipeline or forecast report aggregates open opportunities by close date and probability, giving managers visibility into expected revenue.

  5. What distinguishes a CRM's 'contact' record from an 'account' record?

    Answer: Contacts represent individual people; accounts represent organizations or companies

    In CRM systems, a contact is an individual person, while an account represents the company or organization they belong to.

  6. Which integration type allows a CRM to automatically log inbound and outbound emails against contact records?

    Answer: Email client integration

    Email client integration (e.g., Outlook or Gmail plugins) automatically captures emails and links them to the relevant CRM contact or deal record.

  7. A CRM reports a high 'customer churn rate.' What does this metric indicate?

    Answer: A large percentage of existing customers stopped doing business with the company

    Churn rate measures the percentage of customers who discontinue their relationship with the company over a given period, signaling retention issues.