Test your CRM knowledge
CRM Knowledge Quiz
Test your understanding of Customer Relationship Management (CRM) with our engaging quiz! Whether you're new to CRM or looking to brush up on your skills, this quiz is designed to help you gauge your knowledge.
In this quiz, you will learn:
- The essential features of a CRM system
- How to navigate through the CRM interface
- Effective ways to search for contacts and organizations
What will you see when you log into the CRM?
A photo of James
A dashboard
A list of contacts
Which of the following statement(s) is true?
There is only one way to search for a contact
You have to do a new search each time
You can’t share your saved search with others
There are three different ways you can search depending on how complex your criteria is
What can you search for the on CRM?
People only
Everything
Organisations and people only
How do you know what information must be you add a new contact?
It’s in flashing lights
It’s marked with an asterisk
All the fields must be completed
Is this statement true or false: ‘only members can be added to the CRM’?
True
False
Where does it say which section of the CRM you are in?
Bottom left
On the roadsign
Top right
What is a field in CRM terms?
A place where cows hang out
A place where a piece of a data is entered / held
The participants in a contest or sport
What will you see on your dashboard?
It depends how you’ve set it up
Your speed and petrol gauge
It depends how your manager has set it up
How do you get into the CRM?
Via the remote access
By asking a colleague
Through an internet page
Will the CRM be all singing and dancing from day one?
No, but it will be a big step in the right direction
Yes, it will perform 'Singing in the rain'
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