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By Salesforce · Question Mode

QuestionQ20

Implementation Strategies

The Advancement office is replacing its legacy CRM system with Salesforce. After developing its technology roadmap and fundraising timeline, the office recognizes that the new Salesforce environment could go live during a major capital fundraising campaign.

Which critical factor should the consultant identify?

  • A Technical complexity
  • B Resource availability
  • C Staff cross-training
Explanation

A major fundraising campaign can limit the availability of the Advancement staff needed for Salesforce testing, training, data validation, cutover, and early adoption. Resource availability is therefore the critical factor for planning the go-live timing.

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