CRM CRM Data Management

Question 1

What is 'data deduplication' in CRM systems?

Accepted Answer

The process of identifying and merging duplicate records to maintain data quality

Answer

Data deduplication finds and merges duplicate records (same contact entered twice) to maintain clean, accurate CRM data.

Question 2

What is a 'mandatory field' (required field) in CRM data entry?

Accepted Answer

A field that must be filled in before a record can be saved

Answer

Mandatory fields must be populated before a record can be saved, ensuring critical data is always captured.

Question 3

What is CRM data 'normalization'?

Accepted Answer

Standardizing data formats for consistency, such as phone number formatting

Answer

Data normalization standardizes formats and values across CRM records for consistency, such as ensuring all phone numbers follow the same format.

Question 4

What does 'CRM data enrichment' involve?

Accepted Answer

Automatically appending additional information to existing CRM records from external data sources

Answer

Data enrichment supplements existing CRM records with additional information from external sources like LinkedIn, Clearbit, or ZoomInfo.

Question 5

What is 'data governance' in the context of CRM management?

Accepted Answer

A framework of policies, roles, and procedures ensuring CRM data quality, security, and appropriate use

Answer

Data governance establishes policies, ownership, and processes to ensure CRM data remains accurate, secure, consistent, and compliant.

CRM - Software Practice Test