CCRM CRM Technology 2

Question 1

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

Accepted Answer

On-premise CRM

Answer

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

Question 2

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

Accepted Answer

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

Answer

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

Question 3

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

Accepted Answer

Triggers predefined actions based on specific events or conditions

Answer

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

Question 4

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

Accepted Answer

Sales pipeline/forecast report

Answer

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

Question 5

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

Accepted Answer

Contacts represent individual people; accounts represent organizations or companies

Answer

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

(CCRM) Certified Client Relationship Manager Practice Test