Quiz: Advanced CRM Training Questions! Trivia

11 Questions | Total Attempts: 52

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CRM Quizzes & Trivia

. Are you looking for some advanced CRM training questions to test out your skills? For you to consider yourself as someone who has a deep understanding on customer relations management, you need to understand how to deal with different customer queries. Do you think you have enough information to tackle it? Give it a try and up your skills and increase customer loyalty to the company’s products or services. All the best!


Questions and Answers
  • 1. 
    What types of notes are available on a customer's CRM record?
    • A. 

      Sales

    • B. 

      Tech

    • C. 

      Order

    • D. 

      Product

  • 2. 
    A customer calls in because they do not like the flood map provided by Fannie Mae.  This is an acceptable reason to credit the account with a flood map.
    • A. 

      True

    • B. 

      False

  • 3. 
    A customer is getting a blank map for an address. This is an acceptable reason to credit the customer a flood map.
    • A. 

      True

    • B. 

      False

  • 4. 
    When extending a Certmail limit, the account will reset to default after 24 hours.
    • A. 

      True

    • B. 

      False

  • 5. 
    Which option can be used to resolve issues where Certmail is not showing email for a customers in webmail?
    • A. 

      Verify

    • B. 

      Reindex

    • C. 

      View

    • D. 

      Test Account

  • 6. 
    What is the daily limit for Certmail?
    • A. 

      100

    • B. 

      150

    • C. 

      200

    • D. 

      250

  • 7. 
    If a customer has a valid license but is being told that the license is already in use, you can search for the license in products under Mercury Desktop.
    • A. 

      True

    • B. 

      False

  • 8. 
    When updating Credit Card info for a customer it is OK to write down the number so you do not forget it before entering it.
    • A. 

      True

    • B. 

      False

  • 9. 
    You can verify Appraisal Port delivery in the Mercury Desktop products tab.
    • A. 

      True

    • B. 

      False

  • 10. 
    When releasing a license for XSOM or Apex you should always have the customer try to do this at www.alamode.com/myaccount first.
    • A. 

      True

    • B. 

      False

  • 11. 
    When is it OK to give a customer a temporary UC activation?
    • A. 

      When the customer is calling on the weekend.

    • B. 

      When the customer is calling at night.

    • C. 

      When they do not have time to wait for sales.

    • D. 

      When they are waiting for a check from a lender.

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