Using CRM to Forecast Sales & Report Production Efforts


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question 1 of 3

Why is it important to forecast sales?

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1. What is a way that CRM can help forecast sales?

2. How can CRM track the impact of sales and marketing campaigns?

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About This Quiz & Worksheet

How is CRM used in such areas as sales forecasts and production reports? This is the main information you should know when you choose to measure your understanding with this quiz and corresponding worksheet.

Quiz & Worksheet Goals

When you use this assessment, you will be expected to know how to:

  • Describe the importance of forecasting sales
  • Explain how CRM helps to forecast sales
  • Discuss how CRM tracks the impact of sales/marketing campaigns
  • Define production efforts
  • Detail how CRM helps with production effort reports

Skills Practiced

  • Reading comprehension - ensure that you draw the most important information from the lesson, such as how CRM helps with sales forecasting and production reporting
  • Defining key concepts - show that you are able to accurately define production efforts
  • Interpreting information - verify that you can read information about why forecasting sales is important and interpret it correctly

Additional Learning

Further develop your knowledge of this topic using the lesson titled Using CRM to Forecast Sales & Report Production Efforts. You will get details about the following:

  • What information is stored in the CRM system
  • How many ways you can use CRM to forecast sales
  • Why having information about sales and marketing campaigns is useful