Advancement Officeは、レガシーシステムをSalesforceに置き換えたいと考えており、CRM戦略の構築を支援するコンサルタントを雇っています。
この要件を満たすためにコンサルタントが行うべき2つの推奨事項は何ですか?
正解: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