What is the tech platform used to collect information from prospects?

• A. CRM
• B. ERP
• C. TPP
• D. HCM

Answer: (C)

The main thing this item tests is where prospect data first enters the system. The platform designed to collect information from prospects is the TPP, a tool built for intake and data capture from potential clients or leads. It provides forms and fields that prospects fill out, gathers that information, and then typically feeds it into the CRM for follow-up and relationship management. That intake role is what makes it the best fit for collecting prospect information.

A CRM, while it stores and manages prospect data and interactions, is primarily about ongoing relationship management rather than the initial data collection from prospects. An ERP handles operations and resource planning, not prospect data capture. HCM deals with employee information and human capital processes, not prospect intake. So the dedicated intake platform (TPP) is the go-to for collecting information from prospects.