Quiz: Advanced CRM Training Questions! Trivia

11 Questions | By Catherinehalcomb | Last updated: Mar 21, 2022 | Total Attempts: 97

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. 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.