Using CRM software to increase sales and improve client service

Multiple-choice questions: In order to be awarded CPD units you must answer the following five random questions correctly. If you fail the test, please re-read the article before attempting the questions again

  1. What have accountancy firms typically used for business development and event management activities?

  2. What is the main advantage that CRM brings?

  3. How does CRM help in bid management?

  4. What have firms potentially missed out on by not using CRM?

  5. What is the main problem with using spreadsheets in firms?

  6. What is a relatively new added extra in CRM functionality?

  7. Why do some firms resist introducing CRM?

  8. What are some ambitious firms using in business development?

  9. What do most firms use CRM for?

  10. What is a major obstacle in adopting CRM for some firms?

1 Unit

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