Customer Relationship Management Fundamentals Questions

Covers the purpose and core concepts of customer relationship management systems, including key entities such as accounts, contacts, leads, opportunities, activities, and cases, and the typical sales workflow from lead creation through qualification and deal stages to close. Includes pipeline concepts, forecasting and sales velocity, common data model considerations, basic reporting and analytics needs, and integration and data hygiene concerns when connecting a CRM to other systems. Assesses understanding of CRM workflows and how CRM data is structured and used by business teams.