CRM Trivia 5

Question 1

What is 'social CRM'?

Accepted Answer

Integrating social media channels into CRM to track and engage customers

Answer

Social CRM combines traditional CRM with social media listening and engagement tools so companies can interact with customers on platforms like Twitter and LinkedIn.

Question 2

Which CRM platform is most commonly used by small businesses in the US due to its free tier and ease of use?

Accepted Answer

HubSpot CRM

Answer

HubSpot's free CRM tier is widely adopted by small businesses because it provides core contact and pipeline management at no cost.

Question 3

In CRM software, what is a 'workflow automation'?

Accepted Answer

A series of automated actions triggered by specific conditions or events

Answer

Workflow automation triggers predefined actions (like sending an email or assigning a task) automatically when a contact meets specified conditions.

Question 4

What is the main advantage of a 'cloud-based CRM' over an 'on-premise CRM'?

Accepted Answer

Accessible from anywhere with internet without local server infrastructure

Answer

Cloud CRM is hosted by the vendor, so teams access it from any device with internet, eliminating the need to maintain local servers.

Question 5

Which CRM feature tracks every email, call, and meeting associated with a specific contact or deal?

Accepted Answer

Activity timeline / interaction history

Answer

The activity timeline logs all communications and interactions in chronological order so any team member can see the full context of a relationship.

CRM - Software Practice Test

CRM - Software Practice Test

CRM Trivia 5