CRM Study Guide 2026
Everything you need to pass the CRM exam in one place: the exam format, every topic to study, real practice questions with explanations, flashcards, and full-length practice tests. Free, no sign-up needed.
📋 CRM Exam Format at a Glance
📚 CRM Topics to Study (33)
✍️ Sample CRM Questions & Answers
1. What does 'format obsolescence' pose as a risk to digital records?
Format obsolescence occurs when software to read a digital format no longer exists, making records inaccessible despite being physically intact.
2. Under the GDPR, a data subject's 'right to erasure' is also known as the:
The GDPR's right to erasure (Article 17) is commonly called the 'right to be forgotten,' allowing individuals to request deletion of their personal data.
3. Which retention trigger is based on the date an action or event occurs rather than the date a record was created?
An event-based trigger starts the retention clock when a specific event happens, such as contract expiration or employee termination.
4. What is 'records reconstruction' in the context of disaster recovery?
Records reconstruction involves recreating lost or damaged records using alternate sources—backups, partner records, or related documents—when originals cannot be recovered.
5. What is effective delegation in CRM management?
Delegation assigns tasks and authority based on skills while the leader maintains ultimate accountability.
6. When records are transferred to a third-party vendor for storage or processing, which document BEST protects the organization's privacy obligations?
A DPA contractually obligates third-party vendors to uphold the organization's data protection standards when handling personal information.