It Is Important to Record the Facts of an Interaction

question 12

Multiple Choice

It is important to record the facts of an interaction with a customer in CRM software but not your conclusions,because:

• A)it is never appropriate to make conclusions from data without consulting the research department
• B)recording conclusions is a breach of ethics
• C)coworkers could use this information to sabotage your sales
• D)this information could become available to the customer in some form at a later date
• E)the competition has access to the same databases you do

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Definitions:

Shares Of Stock

Units of ownership interest in a corporation or financial asset, representing a portion of a company's capital.

Top Management

The highest tier of executives and decision-makers in a company, including roles such as CEO, CFO, and other senior leaders responsible for strategic decisions.

Financial Authority

An entity or individual with the power to manage financial matters, including investments, budget allocation, and financial planning.

Chief Financial Officer

A senior executive responsible for managing the financial actions of a company, including financial planning and risk management.