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Website personalization occurs when a website has stored enough data about a person's likes and dislikes to fashion offers more likely to appeal to that person.

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CRM predicting technologies help organizations identify their customers across other applications.

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Predictive dialing automatically dials outbound calls and forwards answered calls to an available agent.

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CRM analysis technologies help organizations segment their customers into categories such as best and worst customers.

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Interactive voice response automatically dials outbound calls and forwards answered calls to an available agent.

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What is the primary difference between contact management and opportunity management?


A) Contact management deals with new customers, opportunity management deals with existing customers
B) Contact management deals with existing customers, opportunity management deals with existing customers
C) Contact management deals with new customers, opportunity management deals with new customers
D) Contact management deals with existing customers, opportunity management deals with new customers

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What is predictive dialing?


A) Automatically dials outbound calls and when someone answers, the call is forwarded to an available agent
B) Directs customers to use touch-tone phones or keywords to navigate or provide information
C) A phone switch routes inbound calls to available agents
D) All of these

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What automates each phase of the sales process, helping individual sales representatives coordinate and organize all of their accounts?


A) Sales management CRM systems
B) Contact management CRM systems
C) Opportunity management CRM systems
D) All of these

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List generators fall under the category of the sales department's CRM tools.

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What allows customers to use the web to find answers to their questions or solutions to their problems?


A) Contact center
B) Web-based self-service
C) Call scripting system
D) Uplift modeling

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Interactive voice response directs customers to use touch-tone phones or keywords to navigate or provide information.

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What is a place where customer service representatives answer customer inquiries and solve problems, usually by email, chat, or phone?


A) Contact center
B) Web-based self-service
C) Call scripting system
D) Uplift modeling

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Which of the following is a common marketing CRM metric?


A) Number of new prospective customers
B) Average number of service calls per day
C) Average time to resolution
D) Cost per interaction by marketing campaign

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Call scripting falls under the category of the sales department's CRM tools.

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Call scripting occurs when a customer service representative answers customer inquiries and solves problems by email and chat.

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What occurs when a website can know enough about a person's likes and dislikes that it can fashion offers that are more likely to appeal to that person?


A) Operational CRM
B) Analytical CRM
C) Website personalization
D) List generators CRM

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What maintains customer contact information and identifies prospective customers for future sales?


A) Sales management CRM system
B) Contact management CRM system
C) Opportunity management CRM system
D) Sales force automation CRM system

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List generators compile customer information from a variety of sources and segment it for different marketing campaigns.

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What guides users through marketing campaigns by performing such tasks as campaign definition, planning, scheduling, segmentation, and success analysis?


A) Cross-selling
B) Up-selling
C) Campaign management system
D) Customer service and support

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Which of the following was one of the first CRM components built to address the issues that sales representatives were struggling with the overwhelming amount of customer account information they were required to maintain and track?


A) Sales management system
B) Contact management system
C) Opportunity management system
D) Sales force automation system

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