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CRMq

Total questions: 80

Worksheet time: 3600secs

Name
Class
Date
1.
In CRM, for Asset products which of the following roles available?
a)
Branch Manager (BM)
b)
Relationship Manager(RM)
c)
Lead Advances (LA)
d)
All of these
2.
Which of the following is not a Lead Rating?
a)
Hot
b)
Cold
c)
Warm
d)
Dead
3.
Which of the below is a lead source?
a)
Branch Walk-in
b)
Referral
c)
Only (A)
d)
both first and second
4.
In CRM, for liabilities products which of the following roles available?
a)
Branch Manage (BM)
b)
Relationship Manager(RM)
c)
Customer Relationship Officer (CRO)
d)
All of the above
5.
If a customer is interested and walks in the Branch with partial or no documents the lead is created in which status?
a)
Documents Collected
b)
Appointment Fixed
c)
Follow Up
d)
Not Interested
6.
In CRM, which of the following products are included in the Liability layout?
a)
Savings Accounts
b)
Current Accounts
c)
Term Deposits
d)
All of the above
7.
CRM application is used by
a)
Bank staff
b)
Customers
c)
Call centre executives
d)
both first and third
8.
Which is not one of the main functional areas envisaged in CRM?
a)
Sales
b)
Marketing
c)
Service
d)
Parameter Setting
9.
Once the committee assigns the leads to respective Corporate centres the GMs assigns to various AMTs for action on the lead, the status code of the lead is:
a)
Assigned by committee
b)
Assigned by GM
c)
Awaiting approval
d)
Negotiation
10.
After the documentation stage what will be the status code of the Lead?
a)
Negotiation
b)
In-discussion
c)
Documents collected
d)
Lead in progress
11.
The Profile card contains customer's basic details, which are segregated into the following cards:
a)
Summary
b)
Contact Info
c)
Interest
d)
All of these
12.
What is the role of the Branch Manager in creating and managing the lead for Liabilities
a)
Responsible for day to day activities and sales process in the branch
b)
Responsible for servicing the customers and generating sales
c)
Assigned the task of on boarding the customers to the bank
d)
None of these
13.
What is the role of customer relationship officer in creating and managing the lead for liabilities
a)
Responsible for day to day activities and sales process in the branch
b)
Drives sales through Relationship Manager
c)
Assigned the task of on boarding the customers to the bank
d)
None of these
14.
What are the steps involved in CRM application?
a)
End to end life cycle management
b)
Automated reminders and escalations
c)
System facilitated follow-ups and appointment dates
d)
All of these
15.
What are the milestones in process flow in CRM?
a)
Initiate
b)
Qualify
c)
Fulfill
d)
All of these
16.
If the duplicate lead exists, following steps are involved
a)
Ignore and Create lead
b)
Edit the existing lead
c)
Either first or second
d)
Neither first nor second
17.
When the lead is disqualified or cancelled?
a)
If the lead is not interested in moving forward
b)
If all the relevant documents are not collected
c)
If the time has expired
d)
None of these.
18.
What are the four main stages in lead management process?
a)
Load, Assemble, Create, Process
b)
Initiate, Qualify, Process, Fulfill
c)
Obtain, Provide, Create, Write
d)
Identify, Create, Process, Fulfill
19.
The dynamic information is updated in CRM from
a)
INB
b)
LOS
c)
CBS
d)
LLMS
20.
What is the utility of Quick Link Tab provided in the CRM summary page?
a)
Provides options to create a new task, an appointment or lead
b)
Displays all alert messages for the user on the summary page
c)
Redirect the user to the summary page
d)
None of these
21.
What is the status code available for Initiate Milestone?
a)
New lead, Sent for approval
b)
Approve
c)
Interested
d)
CIF generated
22.
What is the status code available for in-process milestone?
a)
Follow up, Documents collected, Appointment fixed, Sent to CBS
b)
CIF generated, Account opened
c)
Reject, Not interested
d)
Approved
23.
Lead will not be sent to LOS-SME for following products:
a)
Cotton Ginning Plus
b)
SRTO
c)
Artisan Credit Card
d)
Home Loans
24.
What is the role of Senior Marketing Executive of SBI in CRM?
a)
Customer Relation Officer
b)
Relationship Manager
c)
Branch Manager
d)
Filed Officer
25.
When lead is classified as Junk Lead?
a)
If the customer has not expressed interest
b)
If the customer is not contactable
c)
If the customer is not eligible for the requested product
d)
All of these
26.
The Profile Card view describes the following Customer 360° page
a)
Displays the key details about the customer
b)
Displays all the products used/purchased by the customer
c)
Contains all the product category recommendations for cross sell
d)
Lists all activities (open and closed) created for the customer
27.
What is the TAT of the processing the deceased claim from the day the case status changes to 'Documents collected and verified '
a)
10 working days
b)
7 working days
c)
15 working days
d)
30 working days
28.
Which of the following will be the Reverse feed from the LOS system?
a)
LOS Sourcing
b)
LOS under process
c)
LOS Sanctioned or LOS Rejected or LOS cancelled
d)
All of these
29.
Non-financial requests are authorized by
a)
Branch Manager (BM)
b)
Relationship Manager (RM)
c)
Any one
d)
both first and second
30.

Indirect communication channels promote sales whereas direct communication channels promote sales and improve the ___.

a)

Telemarketing

b)

Sales Promotion

c)

Customer Relationship

d)

establishing Communication

31.

A person or company that yields a revenue more than incurred costs of selling and serving is called

a)

A. dissatisfaction

b)

B. superior value

c)

C. profitable customers

d)

D. satisfied customers

32.

Total Customer Benefits Includes

a)

product benefits

b)

service benefits

c)

image benefits

d)

all of above

33.

Customer Buying Behaviour in influenced by

a)

Cultural and social Factors

b)

Personal Factors

c)

Both A & B

d)

None of Above

34.

Customers lifetime purchases that generate net present value of future profit streams is called

a)

customer lifetime value

b)

customer purchases value

c)

customer cost incurred

d)

customer relationships

35.

Any occasion on which brand or product is encountered by end customers is called

a)

Relationship touch point

b)

Retailers touch point

c)

Customer touch point

d)

Company touch point

36.

Advantage of CRM

a)

Cost of the Software

b)

Improve overall relationship with customer

c)

Customization of the Business

d)

All of the above

37.

B2B stands for

a)

Business to Government

b)

Business to Business

c)

All the above

38.

A _________ is an organized collection of detailed information about individual customers or prospects that is accessible, actionable and current for marketing purposes such as lead generation and others.

a)

Customer database

b)

Customer mailing list

c)

Business database

d)

None of the above

39.

CRM is ________

a)

Business centric

b)

Money centric

c)

Profit centric

d)

Customer centric

40.

. _________ is the study of how individuals, groups and organizations select, buy, use and dispose of goods, services, ideas or experiences to satisfy their needs and wants.

a)

Purchase behavior

b)

Product cycle

c)

Consumer behavior

d)

None of the above

41.

CRM technology can help in

a)

Designing direct marketing efforts

b)

Developing new pricing models

c)

Processing transactions faster

d)

All of the above

42.

This is a central point in an enterprise from which all customer contacts are managed.

a)

Contact center

b)

Help system

c)

Multichannel marketing

d)

Call center

e)

Help desk

43.

This is the practice of dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, gender, interests, spending habits, and so on.

a)

Customer managed relationship

b)

Customer life cycle

c)

Customer segmentation

d)

Change management

44.

CRM process begins ________

a)

After sales

b)

After sales and before sales

c)

After purchase

d)

Before sales.

45.

What is the last stage of the consumer decision process?

a)

Problem recognition

b)

Post purchase behavior

c)

Alternative evaluation

d)

Purchase

46.

customer managed relationship

a)

data mining

b)

permission marketing

c)

one-to-one marketing

d)

batch processing

47.

Outbound e-mail management helps organizations handle inbound queries raised by customers.

a)

True

b)

False

48.

What exactly is CRM?

a)

A file format for capturing and sending electronic documents.

b)

It is a software for viewing and commenting on flight options.

c)

It is a software dedicated to manage your relationships and communication with the clients.

d)

A tool that can help you and your team to become more organized and efficient.

49.

Identify the main components of CRM.

a)

Leads, Cases, Calls

b)

Viewer, Cases, Codes

c)

Calls, Messages, Codes

d)

Core Component, cases.

50.

What does a lead contain?

a)

Reviews, Flight options.

b)

Airports flight information, Flight requests

c)

Flight options, Communication, Flight requests, Clients' contact information.

d)

Market projects, Clients' contact information.

51.

Identify the type of call where the customer tried to call an agent or a general line, but since none answered, he was redirected to another agent.

a)

Direct

b)

Lead Redial

c)

General Line

d)

Redirect

52.

When the customer calls the general line or you directly, this type of call is:

a)

Incoming

b)

Outgoing

c)

Conference call

d)

International call

53.

Situations where you can't connect to the customer because of technical issues. ( For ex. the number is not available), the status is called:

a)

Cancelled

b)

Complete

c)

Failed

d)

Busy

54.

This type of leads had an issue that wasn't immediately solved while being booked.

a)

Reject

b)

Sold

c)

Pending

d)

Follow-Up

55.

Leads where the customer booked and other departments are taking care of the booking have the status of:

a)

Reject

b)

Trash

c)

Snooze

d)

Booked

56.

This type of call that was transferred from one agent to another department is called:

a)

Redirect

b)

Transfer

c)

Lead Redial

d)

General Line

57.

How do you add the flight request?

a)

In segments

b)

Everything in one field

c)

Using the entire airport name

d)

It is already added.

58.

What is Bonus Queue?

a)

It is a place that stores leads with Snooze status.

b)

It is a place that stores awards.

c)

It stores database.

d)

It is a place that stores leads with Follow-up status.

59.

The agents can work on a new request in Sold leads.

a)

True

b)

False

c)

Yes, it is available for returned customers.

d)

It depends on the request.

60.

When the agents manually create a lead, what fields are not mandatory?

a)

Client IP, Marketing info, Budget, Stops, Market.

b)

The details of the flight, (departure, destination, date, flexibility, cabin, passengers)

c)

Airports (IATA codes).

d)

First /Middle /Last Name, Email, Phone.

61.

The agents search for a lead using:

a)

Client Email

b)

Client Phone number

c)

Lead ID

d)

All of the above

62.

What information can you see on the call widget when talking to a customer?

a)

Client's SMS/ Email

b)

Client's name, phone number, microphone, on hold button, etc.

c)

Client's messages

d)

Client's flight details

63.

What flight details should the agent insert into the CRM?

a)

No flight details should be inserted.

b)

Budget and flexibility.

c)

Layovers ant timing.

d)

Departure, Destination, flexibility, number of passengers.

64.

The buttons on the upper bar of the lead is for:

a)

Adding the PQs.

b)

Changing the flight details

c)

Sending leads to BQ, Trash, Create Duplicates, Check history of the lead status.

d)

Updating the client's contact details.

65.

Lead preferences section contains information about:

a)

Budget, Number of Stops, Delayed charges, Market price.

b)

Communication messages.

c)

Quotes

d)

Client information.

66.

What does "CRM" stand for?

a)

Client Rate Management

b)

Customer Relationship Management

c)

Client Relations Movement

d)

I am not sure what CRM stands for

67.

Why do we want to track your clients through CRM?

a)

Give you a secure tool to store their information

b)

Easier to coach you when we know how you're doing

c)

Identify how many clients come back as a result of your calls

d)

All of the above

68.

True or False: I should use Internet Explorer to access the CRM tool

a)

False

b)

True

69.

Who should I contact if I am having technical issues with the CRM tool?

a)

Statflo directly

b)

My AM and/or my CMR

c)

Stephanie and CJ from GTM

d)

All of the above

70.

What is the benefit to the customer when using CRM?

a)

They become aware of options they may not have known they had

b)

Customers don't actually want to be contacted even when their term is up

c)

They can follow up with me personally vs. someone in a call centre

d)

Both A & C

71.

What are some key benefits to you as the sales rep?

a)

There are currently no benefits for me

b)

Return business, more money, better customer experience scores

c)

I may actually lose money by using the CRM tool

d)

Less organization of client information

72.

How can you positively contribute to CRM in your location?

a)

Generating my own leads

b)

Calling and texting my smart lists

c)

Encouraging others to close opportunities

d)

All of the above

73.

A scenario where you could generate a lead is when you...

a)

Call someone on my smart list

b)

Respond to a text through Statflo

c)

Don't have something in stock so you offer to call the customer back

d)

Customer is waiting on a sale so you offer to call the customer back

74.

Who can use a CRM?

a)

Marketing Team

b)

Sales Team

c)

Customer Service Team

d)

All of the above

75.

You can use a CRM without using marketing automation

a)

True

b)

False

76.

All businesses should use Salesforce

a)

True

b)

False

77.

Which of the below is not an interpretation of CRM?

a)

CRM as Technology

b)

CRM as a Tactic

c)

CRM as a Strategy

d)

CRM as a Process

78.

You can create custom fields in most CRMs

a)

True

b)

False

79.

You can store highly sensitive customer information in a CRM

a)

True

b)

False

80.

Which CRM should you recommend?

a)

Salesforce

b)

AgileCRM

c)

Hubspot

d)

Whichever best supports the client