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 the future
E)the competition has access to the same databases you do

Question

Quizplus · Accepted Answer

Recording personal conclusions about a customer could be potentially damaging if that information were to become available to the customer in the future. It is important to record the facts of the interaction to provide a clear and accurate record of the customer's needs and concerns. This information can be used to improve customer service and address any issues that arose during the interaction. However, personal conclusions should be discussed with a supervisor or research department before being recorded in the CRM software.

It Is Important to Record the Facts of an Interaction