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CRM Basics Test

An icon representing customer relationship management, with a settings gear
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CRM Basics Test

CRM (Customer Relationship Management) is an area that helps you to focus on your organization’s relationships with individual people, including customers, service users, colleagues, or suppliers. CRM normally deals with customers’ history data analysis - this involves business relationships with customers, primarily focusing on holding customers and driving their growth in sales.

CRM basics test helps recruiters & hiring managers assess candidates’ customer relationship management skills.

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How it works

Test Summary

The CRM competency test is designed by experienced subject matter experts (SMEs) to evaluate and hire CRM Managers per industry standards. 

The CRM interview test helps to screen the candidates who possess the following traits: 

  • Experience in handling customers and solving customer issues
  • Knowledge of analyzing the requirements and building customer relations
  • Understanding of business ethics, time management, and etiquette
  • Experience and knowledge of marketing and sales to some extent
  • Excellent listening skills and interpersonal skills 

The CRM basics test is designed considering EEOC guidelines; it will help you to assess & hire diverse talent without bias. With role-based access control, you can now maintain security within your account by providing access to each user based on their established role. Moreover, with the help of our advanced cheating prevention tools, you can allow candidates to take the test from anywhere in the comfort of their time zone. 

The CRM competency test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Whiteboard Questions, Audio / Video Questions, AI-LogicBox (AI-based Pseudo-Coding Platform), Coding Simulators, True or False Questions, etc.

Useful for hiring
  • CRM Manager
  • CRM Consultant
  • CRM Functional Consultant
Test Duration
No. of Questions
Level of Expertise
Topics Covered

Relationship management

Customer service


Telephone Etiquette


Retention skills


Time management skills



Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
Question type
Multiple Option
Topics covered
Building Partnership


A former customer has expressed a desire to discuss the possibility of resuming the use of your company's services and has provided you a slot for a meeting. What will you do in this situation?


  • Attend the meeting, be well-prepared, and be ready with your proposal and the service you wish to provide.
  • Take your technology lead along with you. It will help you to propose a more feasible and practical solution.
  • Invite the customer to your office; you can include more individuals from teams like marketing, finance, and technology.
  • The first meeting should focus on relationship-building. You should assure 100 percent support towards the customer. Based on the customer’s feedback, decide the second meeting’s date and participants.
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Test Report
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