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CRM Data Management Flashcards

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

Read the first 6 CRM Data Management flashcards as text

  1. What is 'real-time data sync' between a CRM and other systems?

    Answer: Immediate, continuous data updates between CRM and connected systems as changes occur

    Real-time data sync ensures that changes in one system immediately propagate to connected systems, keeping all data current.

  2. What is 'data lineage' in CRM data management?

    Answer: Documentation of where data originated, how it was transformed, and where it flows

    Data lineage tracks the origin, movement, and transformation of CRM data from its source through all processing stages to its current location.

  3. What is a 'data lake' in the context of CRM analytics?

    Answer: A large centralized repository storing all CRM and enterprise data in raw format for analytics

    A data lake stores massive volumes of raw data from CRM and other sources in native format, enabling advanced analytics and machine learning.

  4. What is 'data masking' and why is it used in CRM environments?

    Answer: Replacing sensitive CRM data with realistic but fictitious values in non-production environments

    Data masking replaces real CRM data (like actual customer names and emails) with realistic fake data in test and development environments for privacy protection.

  5. What is 'CRM data archiving' and why is it important?

    Answer: Moving older, inactive CRM records to lower-cost storage while keeping them accessible

    CRM data archiving moves inactive or historical records to separate storage, reducing active database size while preserving data access for compliance and reference.

  6. What is 'customer data platform' (CDP) and how does it differ from CRM?

    Answer: A CDP unifies customer data from all sources into persistent profiles; CRM focuses on managing customer interactions and relationships

    A CDP creates unified customer profiles by ingesting data from all touchpoints (web, mobile, offline, CRM), while CRM primarily manages sales and service interactions.