CRM Fundamentals

Multiple Choice

Which of the following is NOT a benefit of using a CRM system for businesses?

• Staying organized

• Remembering customer details

• Making smarter decisions

• Increasing product manufacturing speed

Multiple Choice

Which of the following best describes the main purpose of a CRM system?

• To store customer information in one digital place

• To send marketing emails automatically

• To manage employee payroll

• To track company expenses

Multiple Choice

Why do businesses need a CRM as they grow?

• To organize increasing customer information and improve follow-ups

• To reduce the number of customers

• To automate product manufacturing

• To decrease marketing efforts

Multiple Choice

Emma's cookie business saw an increase in orders and revenue over three months. What are two insights she could have gained by using a CRM?

• Identifying repeat customers and tracking popular cookie types

• Reducing the number of orders

• Ignoring marketing channels

• Focusing only on revenue

Multiple Choice

Which types of customer information can be stored using HubSpot's Contacts feature?

• Name, email, phone number, purchase history, preferences, special notes

• Only phone numbers

• Only purchase history

• Only customer preferences

Multiple Choice

Which of the following actions can you perform using HubSpot's Deals feature?

• Track what the customer is buying

• Create reminders for follow-ups

• Log every email, call, or message

• Set automatic notifications for tasks

Multiple Select

Which of the following are required when telling HubSpot about your business during account setup?

• Enter your first and last name

• Select company size

• Confirm your country and time zone

• Take a screenshot of your dashboard

Open Ended

Reflecting on today's lesson, what is one way a CRM system can help a business grow?