CRM Data Management Flashcards
6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 CRM Data Management flashcards as text
What is a 'data audit' in CRM management?
Answer: A systematic review of CRM data quality, completeness, and accuracy
A CRM data audit systematically reviews the quality, completeness, accuracy, and consistency of data stored in the CRM.
What is a 'field mapping' in CRM data migration?
Answer: The process of matching source system fields to corresponding destination CRM fields
Field mapping in data migration defines how each field in the source system corresponds to a field in the destination CRM.
What is 'data retention policy' in a CRM context?
Answer: Guidelines defining how long different types of CRM data should be kept before archiving or deletion
A data retention policy defines how long to keep different types of CRM data, balancing business needs, storage costs, and legal requirements.
What is 'data segmentation' in CRM systems?
Answer: Dividing contacts or accounts into distinct groups based on shared characteristics for targeted actions
Data segmentation groups CRM records with similar attributes (industry, purchase history, engagement level) for targeted marketing, sales, or service activities.
What does 'data integrity' mean in CRM systems?
Answer: Ensuring CRM data is accurate, consistent, and trustworthy throughout its lifecycle
Data integrity ensures CRM data is accurate, consistent, complete, and reliable throughout its lifecycle — from entry to archival.
What is 'master data management' (MDM) in enterprise CRM contexts?
Answer: A discipline ensuring consistent, accurate shared data (customers, products) across all enterprise systems
MDM creates a single, authoritative source of truth for key business data (customers, products) shared across the CRM and all other enterprise systems.