Advanced CRM Training Questions! Trivia

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| By Catherine Halcomb
Catherine Halcomb
Community Contributor
Quizzes Created: 1443 | Total Attempts: 6,686,485
| Attempts: 107
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  • 1/11 Questions

    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.

    • True
    • False
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About This Quiz


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!

Advanced CRM Training Questions! Trivia - Quiz

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  • 2. 

    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.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    If a customer has a valid license but is being told that the license is already in use, searching for the license in products under Mercury Desktop would not be a suitable solution. The correct answer is False because searching for the license in products under Mercury Desktop would not resolve the issue of the license being already in use.

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  • 3. 

    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.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The statement is false because a customer not liking the flood map provided by Fannie Mae is not a valid reason to credit the account with a flood map. Credit is typically given for valid reasons such as errors in the map or changes in the property's flood zone designation. A customer's personal preference does not qualify as a valid reason for crediting the account.

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  • 4. 

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

    • True

    • False

    Correct Answer
    A. True
    Explanation
    If a customer is receiving a blank map for an address, it indicates that there is no available information or data on that location. In such cases, it is reasonable to credit the customer a flood map as it can provide crucial information about potential flood risks in the area. This would help the customer make informed decisions regarding their property and take necessary precautions.

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  • 5. 

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

    • Verify

    • Reindex

    • View

    • Test Account

    Correct Answer
    A. Reindex
    Explanation
    Reindexing is the option that can be used to resolve issues where Certmail is not showing email for a customer in webmail. Reindexing is a process that rebuilds the search index, which can help in resolving any inconsistencies or errors in the index. By reindexing, the system will recreate the index from scratch, ensuring that all the necessary data is included and displayed correctly in the webmail.

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  • 6. 

    What is the daily limit for Certmail?

    • 100

    • 150

    • 200

    • 250

    Correct Answer
    A. 250
    Explanation
    The daily limit for Certmail is 250.

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  • 7. 

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

    • True

    • False

    Correct Answer
    A. True
    Explanation
    In order to verify Appraisal Port delivery in the Mercury Desktop products tab, the correct answer is True. This means that it is possible to confirm the delivery of Appraisal Port through the Mercury Desktop products tab.

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  • 8. 

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

    • True

    • False

    Correct Answer
    A. True
    Explanation
    When releasing a license for XSOM or Apex, it is recommended to have the customer try to do it at www.alamode.com/myaccount first. This suggests that the website mentioned is the preferred platform for customers to release their licenses. Therefore, the statement "True" implies that it is indeed advisable to direct customers to this website for license release.

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  • 9. 

    What types of notes are available on a customer's CRM record?

    • Sales

    • Tech

    • Order

    • Product

    Correct Answer(s)
    A. Sales
    A. Tech
    Explanation
    Sales and Tech notes are available on a customer's CRM record. These two types of notes are commonly used in customer relationship management systems to keep track of sales-related information and technical details. Sales notes may include information about sales calls, meetings, and opportunities, while Tech notes may include information about technical support or troubleshooting. These notes help in maintaining a comprehensive record of customer interactions and enable better customer service and relationship management.

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  • 10. 

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

    • True

    • False

    Correct Answer
    A. False
    Explanation
    When extending a Certmail limit, the account will not reset to default after 24 hours.

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  • 11. 

    When is it OK to give a customer a temporary UC activation?

    • When the customer is calling on the weekend.

    • When the customer is calling at night.

    • When they do not have time to wait for sales.

    • When they are waiting for a check from a lender.

    Correct Answer(s)
    A. When the customer is calling on the weekend.
    A. When the customer is calling at night.
    Explanation
    It is okay to give a customer a temporary UC activation when they are calling on the weekend or when they are calling at night. This suggests that the customer may have urgent or time-sensitive needs that cannot wait for regular business hours.

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  • Current Version
  • Mar 01, 2024
    Quiz Edited by
    ProProfs Editorial Team
  • Dec 12, 2012
    Quiz Created by
    Catherine Halcomb
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