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?
A. Sales Cloud
B. Heroku
C. Education Data Architecture
D. Financial Services Cloud
A. Sales Cloud
Explanation:
University Investment Services (UIS) operates like a business-to-business (B2B) sales organization that manages relationships with investment companies and financial institutions.
Sales Cloud is Salesforce’s core CRM designed for managing companies (Accounts), Contacts, Leads, Opportunities, and Activities — precisely what UIS needs.
It provides robust sales and relationship management capabilities without the specialized education or financial services features that UIS doesn’t require.
Why not the others?
B. Heroku is a platform-as-a-service for building custom apps, not a CRM solution out of the box.
C. Education Data Architecture (EDA) is designed for managing educational institutions’ student and academic data, not B2B investment relationships.
D. Financial Services Cloud is tailored for retail banking, wealth management, and insurance, but may be more complex than needed for UIS's specific CRM needs.