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Question 66 - Certified Education Cloud Consultant discussion

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The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help build a CRM strategy.

Which recommendation should the consultant make to meet this requirement?

A.
Implement Nonprofit Success Pack (NPSP).
Answers
A.
Implement Nonprofit Success Pack (NPSP).
B.
Start solution design during a discovery session.
Answers
B.
Start solution design during a discovery session.
C.
Prioritize the organization's initiatives.
Answers
C.
Prioritize the organization's initiatives.
Suggested answer: C

Explanation:

A CRM strategy is a plan that outlines how an organization will use Salesforce to achieve its goals and objectives. A consultant should recommend prioritizing the organization's initiatives as part of the CRM strategy, as this will help align the Salesforce solution with the most important and urgent needs of the Advancement office, such as fundraising, donor engagement, alumni relations, etc.Prioritizing the initiatives will also help define the scope, timeline, and budget of the project, as well as the key stakeholders, success metrics, and risks involved2. Implementing Nonprofit Success Pack (NPSP) is a possible solution option, but not a recommendation for the CRM strategy. Starting solution design during a discovery session is a project management best practice, but not a recommendation for the CRM strategy.

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asked 23/09/2024
Selim OZIS
32 questions
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