CRM Quiz
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NO. OF QUESTIONS= 33
TOTAL TIME= 30 MIN
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Question 1 of 33
1. Question
What is the primary purpose of implementing CRM in bank?
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Question 2 of 33
2. Question
Which of the following is NOT a phase in CRM implementation?
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5
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Question 3 of 33
3. Question
CRM provides a 360-degree view of the customer by:
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2
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Question 4 of 33
4. Question
Which channel is NOT integrated with the CRM solution?
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4
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4
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4
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Question 5 of 33
5. Question
What is the main benefit of automated lead assignment in CRM?
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2
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Question 6 of 33
6. Question
The CRM Customer 360 Module is used for:
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3
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3
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3
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Question 7 of 33
7. Question
What is the function of the Summary Page in CRM?
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2
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Question 8 of 33
8. Question
Which of the following is NOT a component of the CRM dashboard?
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4
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4
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Question 9 of 33
9. Question
What is the purpose of the Customer Profile Card in CRM?
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2
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Question 10 of 33
10. Question
Which of the following is a feature of the CRM mobile application?
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2
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Question 11 of 33
11. Question
What is the first step in the lead management journey?
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Question 12 of 33
12. Question
Which module is introduced in Phase II of CRM implementation?
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Question 13 of 33
13. Question
What does CRM stand for?
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3
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Question 14 of 33
14. Question
Which of the following is NOT a benefit of CRM?
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4
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Question 15 of 33
15. Question
What is the main objective of CRM dashboards and reports?
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Question 16 of 33
16. Question
What does the Activities tab in Customer Management display?
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Question 17 of 33
17. Question
What is the function of the Alert Card in CRM?
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Question 18 of 33
18. Question
What is the purpose of the CRM Knowledge Base?
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3
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3
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3
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Question 19 of 33
19. Question
Which of the following is NOT a CRM integration channel?
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5
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5
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Question 20 of 33
20. Question
What is the main benefit of the CRM mobile application for field users?
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3
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3
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3
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Question 21 of 33
21. Question
What is the function of the Audit Trail in CRM?
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Question 22 of 33
22. Question
Which of the following is a benefit of CRM complaint management?
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1
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Question 23 of 33
23. Question
What is the main objective of CRM’s Lead Management Module?
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Question 24 of 33
24. Question
Which of the following is NOT a CRM dashboard feature?
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Question 25 of 33
25. Question
What is the function of the Customer Data Search in CRM?
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Question 26 of 33
26. Question
Which of the following is NOT a benefit of CRM automation?
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Question 27 of 33
27. Question
What is the main advantage of integrating CRM with other bank systems?
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Question 28 of 33
28. Question
What is the function of the Offers section in CRM?
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Question 29 of 33
29. Question
What is the function of the Channel Usage section in CRM for corporate customers?
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Question 30 of 33
30. Question
What is the purpose of the Relationship Accounts section?
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Question 31 of 33
31. Question
What is the function of the Lead Management module in CRM?
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Question 32 of 33
32. Question
What is the function of the Dashlets in CRM?
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Question 33 of 33
33. Question
What is the function of the Day Planner & Activities feature in the mobile application?
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2