CRM CRM Implementation and Best Practices 3

Question 1

What is the recommended approach for handling duplicate records discovered during CRM data migration?

Accepted Answer

Deduplicate records before migration using matching rules

Answer

Import all duplicates and clean them up later

Answer

Delete all older records and keep only the most recent

Answer

Ignore duplicates since CRM systems handle them automatically

Question 2

Which feature helps CRM administrators maintain data quality on an ongoing basis after go-live?

Accepted Answer

Duplicate management rules and validation rules

Answer

Increasing the number of user licenses

Answer

Switching to a more expensive CRM plan

Answer

Disabling API integrations to prevent data corruption

Question 3

What is a 'CRM audit' and when should it be performed?

Accepted Answer

A review of CRM data quality, processes, and adoption conducted periodically

Answer

An annual security penetration test of the CRM platform

Answer

A financial review of CRM licensing costs

Answer

A one-time setup review performed only at implementation

Question 4

What does 'CRM ROI' measure?

Accepted Answer

The financial return generated from CRM investment relative to its cost

Answer

The speed at which CRM pages load for users

Answer

The number of records stored in the CRM database

Answer

The CRM vendor's annual revenue growth

Question 5

How does defining a clear sales process before CRM configuration improve implementation outcomes?

Accepted Answer

It ensures the pipeline stages and workflows in the CRM reflect actual selling activities

Answer

It reduces the number of contacts that need to be imported

Answer

It eliminates the need for user training programs

Answer

It allows the CRM to automatically close deals without human input

Question 6

What is the purpose of role-based access control (RBAC) in a CRM system?

Accepted Answer

To ensure users only see and edit data relevant to their job function

Answer

To prevent the CRM from being accessed outside business hours

Answer

To limit the number of records each user can create per day

Answer

To assign different interface themes to different departments