ASSESSMENT
📌 1. Purpose of Final Assessment
The goal of Module 10 is to evaluate an intern’s:
✔ CRM knowledge
✔ Lead handling skills
✔ Communication ability
✔ Task management discipline
✔ Data entry accuracy
✔ Sales pipeline understanding
✔ Reporting skills
✔ Professional behavior
This ensures only well-trained interns receive the Udyamkart CRM Intern Certificate.
📌 2. Assessment Structure
Interns will be tested in 4 Major Sections:
A. Practical CRM Tasks (50 Marks)
Interns must perform real tasks inside CRM:
1️⃣ Add 20 demo leads
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Correct details
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Proper source
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Complete fields
2️⃣ Update stages of these leads
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Call
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Follow-up
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Demo
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Proposal
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Negotiation
3️⃣ Add notes for every communication
Notes must be complete and professional.
4️⃣ Assign 5 leads to another team member
Check assignment accuracy.
5️⃣ Set follow-up tasks for 15 leads
Correct dates & descriptions.
6️⃣ Clean existing 10 old leads
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Fix duplicate
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Correct statuses
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Complete missing fields
Total: 50 Marks
B. Written Test (20 Marks)
A short written test based on Modules 1–9:
Sample Questions:
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Explain CRM and its importance.
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What are lead stages in a CRM?
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Write any 5 professional follow-up messages.
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Explain the Sales Funnel.
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Why is data cleaning important?
Total: 20 Marks
C. Reporting & Analytics (20 Marks)
Intern must generate 3 reports:
1️⃣ Lead Report
New, converted, lost, source-wise.
2️⃣ Daily Activity Report
Calls, tasks, follow-ups done.
3️⃣ Pipeline Stage Report
Leads at each stage.
Intern must give a 5-line summary analyzing the report.
Total: 20 Marks
D. Professional Communication Test (10 Marks)
Intern must demonstrate:
✔ Professional phone call sample
(Recorded or live)
✔ WhatsApp follow-up template
(Example: ERP demo reminder)
✔ Email format
(Send proposal email)
Total: 10 Marks
📌 3. Evaluation Criteria
The intern will be evaluated on:
✔ Accuracy of CRM entries
✔ Response time
✔ Quality of notes
✔ Pipeline movement
✔ Professional manners
✔ Communication quality
✔ Reporting clarity
✔ Understanding of Udyamkart services
Minimum passing marks: 65 out of 100
📌 4. Certification Requirements
To receive the Udyamkart CRM Internship Certificate, intern must:
✔ Complete all assignments
✔ Pass the practical tasks
✔ Pass the written test
✔ Submit reports
✔ Maintain minimum 80% attendance
✔ Show professionalism and discipline
After evaluation, successful interns receive:
🏅 CRM Internship Certificate – Udyamkart IT Solution
📄 Signed digitally by the Manager/Director
🎓 Mention of skill areas completed
📌 5. Final Feedback Session
After assessment, the intern receives:
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Performance review
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Strengths report
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Improvement suggestions
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Future roles guidance
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Opportunity for paid role (if eligible)
6. Intern Output After Completing All 10 Modules
After completing this course, an intern becomes capable of:
✔ Managing CRM independently
✔ Professional customer communication
✔ Sales pipeline tracking
✔ Data entry & data cleaning
✔ Reporting & analytics
✔ Handling ERP, Website & Software leads
✔ Supporting Udyamkart sales & technical teams
This transforms them into a CRM-ready professional.
🎓 Module 10 – Practical Assignments
Task 1:
Add 20 leads, update pipeline, add notes.
Task 2:
Clean old data (minimum 10 leads).
Task 3:
Prepare 3 CRM reports.
Task 4:
Write 10 follow-up messages.
Task 5:
Attempt 10 MCQ + 5 Descriptive questions.