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CRM & Automation Projects & Portfolio Practice Test 2026 | E

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crm-automation-projects-portfolio-exam

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Q1

During the requirements gathering phase for a new CRM implementation, what is the primary purpose of creating user stories?

Q2

A company is planning its CRM implementation and must decide between a "Big Bang" and a phased rollout. Which factor is the strongest argument for choosing a phased approach?

Q3

In the context of data migration for a CRM implementation, what is the critical purpose of conducting a data cleansing and deduplication exercise *before* the migration?

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