CRM Admin IQ Quiz "(Required)" indicates required fields What does CRM stand for?(Required) Crispy Rice Meal Customer Retention Metric Customer Relationship Management Customer Retention Manager What data quality issues can be introduced to your Salesforce data when importing records?(Required) Duplicate records Unstandardized field values Incorrect record ownership All the above Which data privacy law is relevant if you are operating out of the EU?(Required) VDCPA GDPR CPA CCPA What does it mean to “upsert” your records?(Required) Insert new records into your CRM Update existing records in your CRM Inserting new records and updating existing records at the same time Nothing much, whatsupsert with you? Oh no! I just imported leads into my CRM, but the data went into the wrong fields and I’m getting errors! What should I do next time to avoid this?(Required) Test your imports to see which fields aren’t mapped properly Understand your field types and the data each field can accept Create an import template to keep alignment and support your lead gen channels All of the above Why is data standardization a data quality best practice?(Required) Standardization forces users to type in only approved values for each field. Standardization makes the data look pretty Standardization is not a data quality best practice Standardization ensures reports and list views can easily query and retrieve a complete data set I’ve got a lot of old data in my CRM and I’m not sure how much of it is valid anymore. What should I do?(Required) Perform a data quality audit Send a test email to the list and see how many bounce backs you get Cry Ask your lead gen colleagues if they remember adding the record Which departments from your organization should be part of the team responsible for maintaining your company’s data quality?(Required) Sales Marketing IT All of the above How often should you be monitoring and managing the health of your CRM data?(Required) Once a quarter Once a week Once a month Constantly through automation Why do you need to be careful with Excel’s deduplication function?(Required) It can’t work across multiple sheets It doesn’t give the parameters on how it identifies duplicates and removes them without any record You don’t have to be careful It only works one column at a time Best practices for deduplication encourage users to:(Required) Dedupe contacts before accounts Dedupe leads, contacts, and accounts simultaneously Dedupe accounts before contacts The order doesn’t matter when deduplicating What would be a fuzzy match for Validity, Inc.?(Required) Valdity, Inc. Vlidity, Inc. Validty, Inc. All of the above According to Validity’s State of CRM Data Management report, the average company loses how much annual revenue due to poor CRM data quality?(Required) More than 10% CRM data quality does not impact annual revenue More than 5% More than 50% Poor quality data is consistently linked with which of the following.(Required) Lost revenue Lower volumes of customer complaints More ambitious sales forecasts Increased CRM adoption by reps Data quality plays a major role in shaping the outcomes and reliability of AI systems.(Required) True False PhoneThis field is for validation purposes and should be left unchanged.
