01 · 15 QUESTIONS · 10 MINUTES
Salesforce
Checks practical Salesforce knowledge for managing records, pipelines and reports.
- CRM concepts
- Records & relationships
- Sales workflows
Hire your next CRM Analyst with clearer evidence.
A ready-made selection of tests for CRM Analyst candidates. See how they approach the skills that matter, then focus your interviews on the results.
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5 free candidate results · No credit card required · See a sample report
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AM
Alex Morgan
CompletedCRM Analyst assessment
A CLEARER VIEW OF THEIR SKILLS
More than one score.
Salesforce82%
SQL74%
Numerical Reasoning68%
Microsoft Excel64%
Compare strengths. Explore the detail. Ask better questions.
Illustrative results · Fictional candidate
WHAT THE ASSESSMENT EXPLORES
A clearer view of data and analytical skills.
The CRM Analyst template combines Salesforce, SQL, Numerical Reasoning, Microsoft Excel. Review the selection against the work your vacancy involves.
4tests40minutes63questions in total
02 · 20 QUESTIONS · 10 MINUTES
SQL
Checks whether candidates can write the queries the job needs, not just read them.
- Queries & filtering
- Joins & relationships
- Working with databases
03 · 10 QUESTIONS · 10 MINUTES
Numerical Reasoning
Shows how candidates read figures, tables and percentages, and what they conclude from them.
- Tables & charts
- Percentages & ratios
- Interpreting figures
04 · 18 QUESTIONS · 10 MINUTES
Microsoft Excel
Checks the spreadsheet work the job actually needs, from formulas and lookups to clean analysis.
- Formulas & functions
- Working with data
- Tables & charts
A COMPLETE SKILLS PICTURE
One assessment. Different strengths.
Explore data accuracy, analysis and clear conclusions.
You receive a result for each included test: Salesforce, SQL, Numerical Reasoning, Microsoft Excel. Compare the relevant areas separately and use a follow-up task based on checking a data extract before sharing an analysis.
Keep the recommended selection or adjust it before inviting candidates.
A MULTILINGUAL TEST SUITE
English, plus 13 languages.
Assess candidates in the language they work in.
- English
- Chinese (simplified)
- Japanese
- Korean
- Thai
- Vietnamese
- Indonesian
- French
- German
- Spanish
- Portuguese
- Italian
- Dutch
- Arabic
Languages across our wider suite. Availability varies by test and level; check each test when preparing your assessment.
TRY AN EXAMPLE QUESTION
Try an example question.
Whether the vacancy says CRM Analyst or customer data analyst, the work includes checking a data extract before sharing an analysis. This Numerical Reasoning example reflects that.
CRM Analyst: checking a data extract before sharing an analysisWorkplace example
You are working through 600 audience segments. So far 552 are complete.
| Audience segments | Complete |
|---|---|
| 600 | 552 |
A PRACTICAL GUIDE
Using the CRM Analyst assessment.
What does the full assessment tell you?
This template combines multiple-choice questions in Salesforce, SQL, Numerical Reasoning, Microsoft Excel. It brings together evidence about data accuracy, analysis and clear conclusions, giving you areas to explore when checking a data extract before sharing an analysis.
How can you use the results?
Review each result against your vacancy’s responsibilities. Use a short task based on checking a data extract before sharing an analysis to explore practical application. Ask them to explain their checks, their method and what the figures do and do not establish.
Which results matter for your vacancy?
- SalesforceExplore how they would keep contact and opportunity records useful and accurate.
- SQLAsk how they would filter records, join related tables and verify a query result.
- Numerical ReasoningAsk them to interpret a table, calculate a rate and explain what the figures imply.
- Microsoft ExcelDiscuss formulas, cell references and checks in a small spreadsheet.
SEE THE RESULTS FOR YOURSELF
See the person behind the score.
Explore a complete sample report, from test results and candidate comparisons to focused interview questions.
BEFORE YOU START
Your questions, answered.
Can I tailor this assessment to my CRM Analyst vacancy?
Yes. Start with Salesforce, SQL, Numerical Reasoning, Microsoft Excel, then keep the tests that match your responsibilities. For example, use Salesforce to explore crm concepts. You can add or remove tests before inviting candidates.
Does this assess practical CRM Analyst work?
Candidates answer multiple-choice questions in Salesforce, SQL, Numerical Reasoning, Microsoft Excel online. They do not complete your day-to-day work inside your own systems. Add a short work sample based on checking a data extract before sharing an analysis to explore application alongside the test results.
Why is Salesforce included?
Checks practical Salesforce knowledge for managing records, pipelines and reports. Explore how they would keep contact and opportunity records useful and accurate. Review whether this area reflects the responsibilities of your vacancy before retaining it.
How long does this CRM Analyst assessment take?
The recommended selection contains 4 tests and allows 40 minutes across its timed tests. Adding or removing tests, or adjusting time allowances, can change the total.
Will I see a separate result for each test?
Yes. Review Salesforce, SQL, Numerical Reasoning, Microsoft Excel separately so a strength in one area does not hide a gap in another. Use the detail to focus interviews and relevant work samples. View the sample report.
Can I try this assessment with real candidates for free?
After signup, your CRM Analyst selection is prepared for review. Adjust it, invite candidates and see your first 5 candidate results free. No credit card is required. See pricing for further results.
Start your CRM Analyst assessment.
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