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

Deduplicating records before migration using matching rules on key fields like email or phone ensures the new CRM starts with clean, consolidated customer data.

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

Duplicate management rules prevent new duplicate records from being created, while validation rules enforce data standards every time a record is saved.

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

A CRM audit is a periodic review of data accuracy, workflow effectiveness, and user adoption rates to identify gaps and areas for improvement.

Question 4

What does 'CRM ROI' measure?

Accepted Answer

The financial return generated from CRM investment relative to its cost

Answer

CRM ROI measures the net financial benefit gained — such as increased sales, improved retention, or reduced costs — compared to the total investment in the CRM.

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

Mapping your actual sales process first ensures the CRM pipeline stages, required fields, and automations mirror how your team actually sells, driving better adoption and data quality.

CRM - Software Practice Test

CRM - Software Practice Test

CRM CRM Implementation and Best Practices 3