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The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help them build a CRM Strategy. What are two recommendations the consultant should make to meet this requirement?
Correct Answer: A,D
Explanation The consultant should recommend the Advancement office to define organizational objectives and prioritize the organization's initiatives as two steps to build a CRM strategy. Defining organizational objectives means identifying the goals and outcomes that the Advancement office wants to achieve with Salesforce, such as increasing donor retention, improving donor engagement, or streamlining fundraising processes. Prioritizing the organization's initiatives means ranking the projects and tasks that the Advancement office needs to complete to achieve their objectives, based on factors such as urgency, impact, feasibility, or alignment. Starting solution design during a discovery session or implementing Nonprofit Success Pack are not steps to build a CRM strategy. References: https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf https://trailhead.salesforce.com/en/content/learn/modules/crm-basics