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

Question

Quizplus · Accepted Answer

Recording conclusions can be subjective and may not be accurate. It is important to record the facts of the interaction so that they can be referenced later if needed. However, sharing personal opinions or conclusions about the customer could potentially harm the relationship and damage trust. Additionally, this information could become available to the customer in some form at a later date, which could lead to confusion or a breakdown in communication.

It Is Important to Record the Facts of an Interaction