CRM Concepts

Measures knowledge of Customer Relationship Management (CRM) systems and methodology.


The CRM Concepts test measures knowledge of Customer Relationship Management (CRM) systems and methodology. Designed for the experienced CRM professional, this test includes the following topics: Business Integration, Deploy, Development, Enterprise Wide Solution, Implementation, Management Buy-In, Planning, and Program Management.

Job Family/Title: HR Professionals/Managers
Time Allowed (minutes): 3 Minutes Per Question
Maximum Number of Questions: 30
Approximate Completion Time: 23 Minutes
Number of Sittings: One
Designed for Unproctored Environment: Yes
Question Format: Computer Adaptive Testing (CAT) technology dynamically adjusts the test to the level of the test taker resulting in shorter test times, increased accuracy and enhanced security.
Category: Essential Skills (Business Skills)

Test Topics

Business Integration
• Budgeting
• Reporting
• Sales

• Metrics
• Resources
• Scalability

• Customization
• Systems Requirements
• Web-Based

Enterprise Wide Solution
• Infrastructure
• Program Repository
• Synchronized Process and Strategy

• Change Management
• Proof of Concept
• Test
• Train

Management Buy-In
• Accountability
• Organizational Analysis
• Process Improvement

• History of CRM
• Impact Analysis
• Requirements Analysis
• Sales Strategy

Program Management
• Documentation
• Risk Management
• Status Reporting

Additional information

Appropriate For


Administration Time


Scoring Options


Legal in Canada?