How Much Do You Know About CRM?

20 Questions | Total Attempts: 11838

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How Much Do You Know About CRM? - Quiz

When you are in the business of buying and selling, one thing you need to ensure is that your clients are contempt and have no plans to switch up to your competitor. Customer service relations help a firm manage its interactions with customers and potential customers. Test how much you know about CRM and what it entails by taking up the quiz below.


Questions and Answers
  • 1. 
    How many leads can each sales person have assigned to them at a time?
    • A. 

      100

    • B. 

      150

    • C. 

      200

    • D. 

      300

  • 2. 
    If a lead is in Reserve, what does this mean?
    • A. 

      It is unavailable

    • B. 

      It belongs to a different sales person

    • C. 

      It is available

    • D. 

      It is a deal that was previously rejected

  • 3. 
    What is the best way to find Payee Details for merchants?
    • A. 

      Call them and ask them for this information

    • B. 

      Email them and ask them for this information

    • C. 

      Search leads then click “Toggle Payment Details”

    • D. 

      Search on the CMS under “Deals” then “Merchants”

  • 4. 
    What should you click to see what deal ran on Sept 6th, 2010?
    • A. 

      “Flow Chart”

    • B. 

      “Sample Deals”

    • C. 

      “Leads”

    • D. 

      “Scheduled Contracts”

  • 5. 
     After 30 days without activity on your lead, what happens?
    • A. 

      Your lead goes to Reserve

    • B. 

      You lose 1% commission on your sales for the month

    • C. 

      The # of leads you can have at a time is reduced

    • D. 

      You get an email reminder to do something with your lead

  • 6. 
     If a lead is on reserve
    • A. 

      You must get approval from management then assign it to yourself

    • B. 

      You must ask other salespeople before assigning it to yourself

    • C. 

      You can assign it to yourself without asking anyone

    • D. 

      It must be assigned to you by someone else

  • 7. 
     If the City Planner rejects a contract you submit, you will have to
    • A. 

      Duplicate the deal then re-submit it for approval

    • B. 

      Modify the existing deal then re-submit it for approval

    • C. 

      Drop the deal entirely. If it was rejected once, it cannot be approved in the future

    • D. 

      Submit the same deal again unchanged

  • 8. 
     If a merchant wants to change parts of a contract that was approved, you will have to
    • A. 

      Duplicate the deal then re-submit it for approval

    • B. 

      Modify the existing deal then re-submit it for approval

    • C. 

      Drop the deal entirely. If it was rejected once, it cannot be approved in the future

    • D. 

      Submit the same deal again unchanged

  • 9. 
    How do you avoid accidentally duplicating leads?
    • A. 

      Ask other sales people before entering leads

    • B. 

      Ask management before entering leads

    • C. 

      Enter lead, then if you see it is a duplicate just delete the other one

    • D. 

      Search leads with magnifying glass before entering new ones

  • 10. 
    What tab should you click to access the Tutorials?
    • A. 

      Dashboard

    • B. 

      Deal Categories

    • C. 

      Documents

    • D. 

      Tessacation

  • 11. 
    What is the default # of days for logs and messages that will appear on your dashboard?
    • A. 

      2

    • B. 

      7

    • C. 

      15

    • D. 

      30

  • 12. 
     How do I see how well my deal is doing throughout the day?
    • A. 

      Click “Contracts”

    • B. 

      Click “Users”

    • C. 

      You can access this info on both tabs mentioned above

    • D. 

      None of the above

  • 13. 
     When searching “Transfer Leads”, clicking the “Only Accounts” box will show you what?
    • A. 

      Leads that have run with us before

    • B. 

      New Leads only

    • C. 

      Leads that have been sent back for modification

    • D. 

      Leads that have never run on a daily deal site

  • 14. 
    The easiest way to see your scheduled deals is to check
    • A. 

      Email

    • B. 

      Scheduled Contracts

    • C. 

      Dashboard

    • D. 

      Personal Calendar

  • 15. 
    What is the best way to get leads without doing any research?
    • A. 

      Wait for incoming leads

    • B. 

      Ask a co-worker for ideas

    • C. 

      Look at other websites deals

    • D. 

      Look at leads available in reserve

  • 16. 
    According to the Flow Chart, what is the next step after a contract is signed?
    • A. 

      The write-up is entered on the CRM

    • B. 

      Fact-checking

    • C. 

      Write-up details entered on the CRM

    • D. 

      Deal is created

  • 17. 
    Which of the following is a Deal Category we utilize the LEAST?
    • A. 

      Travel

    • B. 

      Activities

    • C. 

      Dining & Nightlife

    • D. 

      Fitness

  • 18. 
    Who gets the credit for a contract?
    • A. 

      The person whose idea it was

    • B. 

      The person whose lead it is

    • C. 

      The city planner

    • D. 

      Management

  • 19. 
     If somebody signs a deal for someone else’s lead, who gets credit?
    • A. 

      The person who signed the deal

    • B. 

      The person who put in the lead

    • C. 

      The 2 people split it

    • D. 

      Neither person gets credit

  • 20. 
    If a deal is rejected, will you know why?
    • A. 

      Yes, you will converse with the city planner and he will explain it to you

    • B. 

      Yes, he will write comments on the deal explaining why it was rejected

    • C. 

      No, if it is rejected you will not know why unless you ask

    • D. 

      None of the above

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