Advanced CRM Training Questions! Trivia

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| By Catherine Halcomb

Catherine Halcomb

Community Contributor

Quizzes Created: 1384 | Total Attempts: 6,222,662

Questions: 11 | Attempts: 107 | Updated: Mar 1, 2024

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Advanced CRM Training Questions! Trivia - Quiz

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
Correct Answer(s)
A. Sales
B. Tech

Explanation
Sales and Tech notes are available on a customer's CRM record. These two types of notes are commonly used in customer relationship management systems to keep track of sales-related information and technical details. Sales notes may include information about sales calls, meetings, and opportunities, while Tech notes may include information about technical support or troubleshooting. These notes help in maintaining a comprehensive record of customer interactions and enable better customer service and relationship management.

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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
Correct Answer
B. False

Explanation
The statement is false because a customer not liking the flood map provided by Fannie Mae is not a valid reason to credit the account with a flood map. Credit is typically given for valid reasons such as errors in the map or changes in the property's flood zone designation. A customer's personal preference does not qualify as a valid reason for crediting the account.

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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
Correct Answer
A. True

Explanation
If a customer is receiving a blank map for an address, it indicates that there is no available information or data on that location. In such cases, it is reasonable to credit the customer a flood map as it can provide crucial information about potential flood risks in the area. This would help the customer make informed decisions regarding their property and take necessary precautions.

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4.

When extending a Certmail limit, the account will reset to default after 24 hours.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

Explanation
When extending a Certmail limit, the account will not reset to default after 24 hours.

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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
Correct Answer
B. Reindex

Explanation
Reindexing is the option that can be used to resolve issues where Certmail is not showing email for a customer in webmail. Reindexing is a process that rebuilds the search index, which can help in resolving any inconsistencies or errors in the index. By reindexing, the system will recreate the index from scratch, ensuring that all the necessary data is included and displayed correctly in the webmail.

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6.

What is the daily limit for Certmail?
- A.
  
  100
- B.
  
  150
- C.
  
  200
- D.
  
  250
Correct Answer
D. 250

Explanation
The daily limit for Certmail is 250.

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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
Correct Answer
B. False

Explanation
If a customer has a valid license but is being told that the license is already in use, searching for the license in products under Mercury Desktop would not be a suitable solution. The correct answer is False because searching for the license in products under Mercury Desktop would not resolve the issue of the license being already in use.

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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
Correct Answer
B. False

Explanation
Writing down a customer's credit card number is not an acceptable practice when updating their credit card information. This is because it poses a significant security risk, as the written information can be easily accessed by unauthorized individuals and potentially used for fraudulent purposes. It is important to prioritize customer data security and follow proper procedures to ensure the confidentiality and protection of sensitive information.

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9.

You can verify Appraisal Port delivery in the Mercury Desktop products tab.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
In order to verify Appraisal Port delivery in the Mercury Desktop products tab, the correct answer is True. This means that it is possible to confirm the delivery of Appraisal Port through the Mercury Desktop products tab.

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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
Correct Answer
A. True

Explanation
When releasing a license for XSOM or Apex, it is recommended to have the customer try to do it at www.alamode.com/myaccount first. This suggests that the website mentioned is the preferred platform for customers to release their licenses. Therefore, the statement "True" implies that it is indeed advisable to direct customers to this website for license release.

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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.
Correct Answer(s)
A. When the customer is calling on the weekend.
B. When the customer is calling at night.

Explanation
It is okay to give a customer a temporary UC activation when they are calling on the weekend or when they are calling at night. This suggests that the customer may have urgent or time-sensitive needs that cannot wait for regular business hours.

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Quiz Review Timeline +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

Current Version
Mar 01, 2024

Quiz Edited by
ProProfs Editorial Team
Dec 12, 2012

Quiz Created by
Catherine Halcomb

Advanced CRM Training Questions! Trivia

What types of notes are available on a customer's CRM record?

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 customer is getting a blank map for an address. This is an acceptable reason to credit the customer a flood map.

When extending a Certmail limit, the account will reset to default after 24 hours.

Which option can be used to resolve issues where Certmail is not showing email for a customers in webmail?

What is the daily limit for Certmail?

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.

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.

You can verify Appraisal Port delivery in the Mercury Desktop products tab.

When releasing a license for XSOM or Apex you should always have the customer try to do this at www.alamode.com/myaccount first.

When is it OK to give a customer a temporary UC activation?