Customer Relationship Management and Data Management Questions

Demonstrate proficiency navigating customer relationship management platforms and maintaining account data. Topics include logging activities, managing contacts and opportunities, keeping pipeline hygiene, configuring views and custom fields, using automation and integrations to streamline workflows, and creating reports and dashboards to support forecasting and account insights. Candidates should be ready to describe data governance and hygiene practices, processes for ensuring team adoption, ways they used the platform to route accounts or trigger playbooks, and how they measured platform effectiveness such as forecast accuracy and activity coverage. Expect questions about how you adapted the platform to support segmentation, reporting, and cross functional workflows.