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
What is 'data deduplication' in CRM systems?
Answer: The process of identifying and merging duplicate records to maintain data quality
Data deduplication finds and merges duplicate records (same contact entered twice) to maintain clean, accurate CRM data.
What is a 'mandatory field' (required field) in CRM data entry?
Answer: A field that must be filled in before a record can be saved
Mandatory fields must be populated before a record can be saved, ensuring critical data is always captured.
What is CRM data 'normalization'?
Answer: Standardizing data formats for consistency, such as phone number formatting
Data normalization standardizes formats and values across CRM records for consistency, such as ensuring all phone numbers follow the same format.
What does 'CRM data enrichment' involve?
Answer: Automatically appending additional information to existing CRM records from external data sources
Data enrichment supplements existing CRM records with additional information from external sources like LinkedIn, Clearbit, or ZoomInfo.
What is 'data governance' in the context of CRM management?
Answer: A framework of policies, roles, and procedures ensuring CRM data quality, security, and appropriate use
Data governance establishes policies, ownership, and processes to ensure CRM data remains accurate, secure, consistent, and compliant.
What is 'GDPR' and how does it impact CRM data management?
Answer: The General Data Protection Regulation requiring explicit consent and data rights for EU citizens' personal data
GDPR is an EU regulation requiring organizations to obtain consent, protect personal data, and honor data subject rights like deletion and portability.