Client Relationship Management (CRM) Data
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At what point should a client be entered into CRM?
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When there is a confirmed investment by the company
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When there is a potential opportunity with the company
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When the first meaningful communication has been established
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This quiz will assess whether the learner is able to disseminate what data should be entered into the Client Relationship Management (CRM) application.
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- 2.
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?
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No. Contacts in CRM should only be people with which we do business
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Yes, because you may want to touch base with him down the road
Correct Answer
A. Yes, because you may want to touch base with him down the roadExplanation
This person should be entered into CRM as a contact, but it shouldn't be entered as an interaction. Any person can be entered into CRM whether or not we are currently doing business with them.Rate this question:
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- 3.
A contact in CRM is
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A corporation with which the company is currently doing business
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An individual with whom someone in the firm has had contact
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Someone who must be the decision maker at a company
Correct Answer
A. An individual with whom someone in the firm has had contactExplanation
The correct answer is "An individual with whom someone in the firm has had contact". In CRM (Customer Relationship Management), a contact refers to an individual with whom there has been some form of interaction or communication between someone in the company and the individual. This can include activities such as phone calls, emails, meetings, or any other form of engagement. The contact may or may not be a decision maker at a company, and it does not necessarily mean that the company is currently doing business with them.Rate this question:
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- 4.
Interactions should only be entered after the communication has taken place.
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True
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False
Correct Answer
A. FalseExplanation
Ideally, interactions should be entered before the communication takes place to take advantage of the pre-meeting notes feature, as well as the automated follow up feature.Rate this question:
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- 5.
A contact must always be linked to a client in the system.
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True
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False
Correct Answer
A. FalseExplanation
A contact does not always need to be linked to a client. In the case of a new contact, it is permissable for him/her to not have an associated client. However, as soon as a corresponding client is created, the contact should be linked for tracking purposes.Rate this question:
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- 6.
Which of the following types of interactions should be entered into CRM (check all that apply)?
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A phone call with a potential client
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Saying hello in passing to a client on the street
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A meeting with a client at his/her office
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Drinks with a client at a business conference
Correct Answer(s)
A. A phone call with a potential client
A. A meeting with a client at his/her office
A. Drinks with a client at a business conferenceExplanation
Interactions that should be entered into CRM are those that involve direct communication with clients or potential clients. This includes phone calls with potential clients, meetings with clients at their office, and drinks with a client at a business conference. These interactions are important to track in CRM because they provide valuable information about the engagement and relationship with clients, which can help in managing and nurturing those relationships effectively.Rate this question:
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Quiz Review Timeline (Updated): Mar 20, 2023 +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 20, 2023Quiz Edited by
ProProfs Editorial Team -
Nov 16, 2011Quiz Created by
Kqaross
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