Practice Test Geeks(CCRM) Certified Client Relationship Manager Practice Test
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CRM Technology Flashcards

7 cards from real CCRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 CRM Technology flashcards as text

  1. What is 'data hygiene' in the context of CRM management?

    Answer: The ongoing process of keeping CRM data accurate, complete, and free of errors or outdates

    Data hygiene refers to regular practices—deduplication, validation, and updates—that keep CRM records accurate and reliable for decision-making.

  2. A company wants to measure how long customers stay before canceling. Which CRM-derived metric best captures this?

    Answer: Average customer lifespan / customer tenure

    Average customer lifespan (or tenure) measures the mean duration of customer relationships, directly reflecting retention effectiveness.

  3. What is the primary function of a CRM's 'campaign management' module?

    Answer: Planning, executing, tracking, and analyzing marketing campaigns and their impact on pipeline

    Campaign management modules enable marketers to build, launch, and measure campaigns while connecting campaign responses to CRM leads and opportunities.

  4. Which CRM capability enables sales reps to access customer records, update deals, and log calls while away from the office?

    Answer: Mobile CRM application

    Mobile CRM apps give field sales representatives real-time access to customer data, deal stages, and communication tools from any location via smartphone or tablet.

  5. What does 'customer lifetime value' (CLV) calculation in a CRM help a business determine?

    Answer: The total revenue a business can expect from a single customer over the entire relationship

    CLV projects the total net revenue a company expects from a customer account over the full duration of the relationship, informing acquisition and retention investment decisions.

  6. In a SaaS CRM context, what does 'multi-tenancy' mean?

    Answer: Multiple companies share the same CRM instance while keeping their data logically separated

    Multi-tenancy means a single CRM application instance serves multiple client organizations, with strict data isolation so each tenant's data remains private.

  7. Which CRM reporting feature allows users to build custom visualizations without writing code?

    Answer: Drag-and-drop report builder / dashboard builder

    Drag-and-drop report and dashboard builders let non-technical users create charts, tables, and KPI tiles by selecting fields and metrics visually.