University Investment Services (UIS) is an internal department that manages the university endowment
through financial investments. It operates independently of the university and only works with investment companies and financial institutions. UIS is interested in a CRM that will track investment companies, and its
company Contacts, Leads, Opportunities, and Activities.
Which solution should the consultant recommend?
The Recruitment and Admissions office wants to use Salesforce to track prospective students, recruitment
events, student applications, digital engagement, and interactions with prospects on their mobile devices.
Prospective students communicate via SMS
on their mobile devices, social media, and email.
Which solution should the consultant recommend?
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