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Trivia Flashcards

7 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 7 Trivia flashcards as text

  1. What is 'customer segmentation' in CRM?

    Answer: Dividing customers into groups based on shared characteristics

    Customer segmentation categorizes contacts into groups by demographics, behavior, or purchase history to enable targeted outreach.

  2. In CRM, what is a '360-degree customer view'?

    Answer: A complete profile of a customer combining all available data and interaction history

    A 360-degree view aggregates all customer data—purchases, support tickets, emails, and social interactions—into one unified profile.

  3. Which CRM company was co-founded by Marc Benioff, a former Oracle executive, in 1999?

    Answer: Salesforce

    Marc Benioff co-founded Salesforce in 1999 after leaving Oracle, pioneering the SaaS (Software as a Service) CRM model.

  4. What CRM feature allows sales reps to see which companies are visiting their website even without form submissions?

    Answer: Visitor identification / reverse IP lookup

    Reverse IP lookup tools in CRMs like HubSpot identify company names from anonymous website visitors based on their IP addresses.

  5. What is the typical purpose of a CRM 'deal stage' or 'opportunity stage'?

    Answer: To show where a prospect is in the sales process

    Deal stages represent milestones in the sales pipeline (e.g., Prospecting, Proposal, Negotiation, Closed) to show a deal's progress.

  6. Which regulation, effective in 2018, significantly impacted how CRM systems handle personal data in the European Union?

    Answer: GDPR

    GDPR (General Data Protection Regulation) requires businesses to obtain consent, protect data, and honor deletion requests for EU residents' data.

  7. What does 'CLV' or 'LTV' stand for in CRM analytics?

    Answer: Customer Lifetime Value

    Customer Lifetime Value (CLV/LTV) estimates the total revenue a business can expect from a single customer throughout the entire relationship.