Practice 29 Fintech BDR interview questions covering payments, SaaS sales, and financial technology expertise.
Question 13 of 29
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It's common for fintech sales teams to use CRM software to track contacts and deals, forecast sales, and automate tasks like sending emails. The interviewer wants to know that you are knowledgeable in this area. List any CRM programs that you are familiar with, and explain that you understand the importance of using them. If you have never used a CRM program before in the past, indicate that you are a fast learner, tech savvy, and adaptable.
"I currently use an internal CRM platform at the company where I work. It allows me to record all of the calls I make and the status of each prospect, which is very helpful to me. Because of this, it's very easy for me to keep track of follow-ups and no one ever falls through the cracks. I also use this internal admin to send out template emails, which saves me time. In addition, I like that it tracks who on our team is making the most calls and closing the most demos, etc. These stats help keep me motivated and allow me to set realistic personal targets. I haven't yet used any other CRM programs, but I'm a quick learner and savvy when it comes to technology, so I'm confident I can easily pick up a new program if needed."

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Written by Marcie Wilmot
29 Questions & Answers • Fintech Business Development Representative
By Marcie
By Marcie