Client Relationship Management (CRM) Data

6 Questions

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Data Management Quizzes & Trivia

This quiz will assess whether the learner is able to disseminate what data should be entered into the Client Relationship Management (CRM) application.


Questions and Answers
  • 1. 
    • A. 

      A phone call with a potential client

    • B. 

      Saying hello in passing to a client on the street

    • C. 

      A meeting with a client at his/her office

    • D. 

      Drinks with a client at a business conference

  • 2. 
    A contact in CRM is
    • A. 

      A corporation with which the company is currently doing business

    • B. 

      An individual with whom someone in the firm has had contact

    • C. 

      Someone who must be the decision maker at a company

  • 3. 
    At what point should a client be entered into CRM?
    • A. 

      When there is a confirmed investment by the company

    • B. 

      When there is a potential opportunity with the company

    • C. 

      When the first meaningful communication has been established

  • 4. 
    Interactions should only be entered after the communication has taken place.
    • A. 

      True

    • B. 

      False

  • 5. 
    You meet a CEO at an industry event.  You are seated at the same table and you talk, but you do not discuss business.  He hands you his business card.  Do you enter this person as a contact in CRM?
    • A. 

      No. Contacts in CRM should only be people with which we do business

    • B. 

      Yes, because you may want to touch base with him down the road

  • 6. 
    A contact must always be linked to a client in the system.
    • A. 

      True

    • B. 

      False