CRM System - Group 1

A company is implementing a new CRM system and needs to migrate key master data such as customers, products, and price lists. The team has limited technical resources and requires a user-friendly approach that business users can also participate in, especially during initial system setup.

Which of the following approaches is most commonly adopted during early phases of CRM implementation for migrating such master data?

• Bulk data upload using Excel templates or CSV import functionality

• Real-time API integration from legacy systems

• Manual entry through the user interface

• Scheduled data sync using middleware tools like Dell Boomi or MuleSoft

In a modern CRM ecosystem, the flow of data aligns with which component of the information system architecture?

• Structure

• People

• Process

• Technology

Company ABC Ltd, a healthcare organization, must comply with strict data privacy regulations such as HIPAA. They need a CRM system that guarantees secure storage and transmission of patient data that is cost effective amd scalable, making a _____ CRM system an appropriate choice.

• private cloud

• public cloud

• hybrid cloud

• on-premises

Which open-source CRM platform was used as the base for SuiteCRM?

• SugarCRM

• NetCRM

• CloudCRM

• OpenCRM

According to Gartner's 2024 Magic Quadrant for Sales Force Automation, which SFA vendor is best suited for SMBs seeking a user-friendly solution that integrates marketing and sales automation, offers strong digital channel capabilities, and provides a low-code/no-code experience?

• HubSpot 

• Salesforce 

• Microsoft Dynamics 365

• Oracle Sales