Systems Training Quiz – CRM

Question 1 of 17

1. Question

What does CRM stand for

Customer Reporting Manager

Customer Relationship Management

Cloud Reporting Manager

Question 2 of 17

2. Question

What is the purpose of CRM

In Order to track all Deals & see what will you be closing

Used to track the losses for the month & quarter

Used to view all client information

Question 3 of 17

3. Question

Whose responsibility is it to Load the Lead / Opportunity on CRM

The Internal Account Manager

Sales manager

Sales Specialist / Account Manager

Question 4 of 17

4. Question

How do you pull a report from CRM

Reports, First Distribution, Than Select Brand or Sales Pipeline reports

My Opportunities

Under Dashboard Tab

Question 5 of 17

5. Question

Can you pull a personlised report from CRM

No

Yes

Question 6 of 17

6. Question

Which Browser / Browsers does CRM work best on

Internet Explorer

Firefox

Both of the above

Question 7 of 17

7. Question

Who is the CRM Internal Administrator

Nadeem Hoosen

Zayd Cassiem

Tony Abrahall

Question 8 of 17

8. Question

How do you load a New Opportunity

Opportunities, New Opportunity

Under the Reports Tab

Under the Dashboard Tab

Question 9 of 17

9. Question

If the client is not Loaded on CRM, how do you load them on?

When you loading an opp, you will see on the right hand side New Company or New Person

Ask the CRM administrator

None of the above

Question 10 of 17

10. Question

How do you create a New Person on CRM

When you loading an opp, you will see on the right hand side New Company or New Person

Ask the CRM administrator

None of the above

Question 11 of 17

11. Question

Where do you insert the Bill of Material

Under Opportunity Description

In The Details Block

None of the above

Question 12 of 17

12. Question

How do you request a Brand quote

Once opp is loaded, you will on the right hand side, request Brand Quote

Send to Operations via E-mail

Both of the above

Question 13 of 17

13. Question

How do you Create Own Quote

This cannot be done

This can only be done by the Brand team

Select create own quote on the right hand side once opp is loaded

Question 14 of 17

14. Question

How / can you attach a quote to CRM

Can only be done through the Brand teams

This will fall under the Documents Tab once opp is loaded

This cannot be done

Question 15 of 17

15. Question

Whose responsibility is it to Validate all opp’s

Sales manager

Internal Account Manager

Sales Specialist / Account Manager

Question 16 of 17

16. Question

Can you add Multiple quotes / attachments to an opportunity

Yes

No

Question 17 of 17

17. Question

Should you Loose a Deal, do you require a reason for this?

Yes

No