CRM CRM Data Management 2

Question 1

What is a 'data audit' in CRM management?

Accepted Answer

A systematic review of CRM data quality, completeness, and accuracy

Answer

A CRM data audit systematically reviews the quality, completeness, accuracy, and consistency of data stored in the CRM.

Question 2

What is a 'field mapping' in CRM data migration?

Accepted Answer

The process of matching source system fields to corresponding destination CRM fields

Answer

Field mapping in data migration defines how each field in the source system corresponds to a field in the destination CRM.

Question 3

What is 'data retention policy' in a CRM context?

Accepted Answer

Guidelines defining how long different types of CRM data should be kept before archiving or deletion

Answer

A data retention policy defines how long to keep different types of CRM data, balancing business needs, storage costs, and legal requirements.

Question 4

What is 'data segmentation' in CRM systems?

Accepted Answer

Dividing contacts or accounts into distinct groups based on shared characteristics for targeted actions

Answer

Data segmentation groups CRM records with similar attributes (industry, purchase history, engagement level) for targeted marketing, sales, or service activities.

Question 5

What does 'data integrity' mean in CRM systems?

Accepted Answer

Ensuring CRM data is accurate, consistent, and trustworthy throughout its lifecycle

Answer

Data integrity ensures CRM data is accurate, consistent, complete, and reliable throughout its lifecycle — from entry to archival.

CRM - Software Practice Test

CRM - Software Practice Test

CRM CRM Data Management 2