A nonprofit organization is using NPSP to manage its contacts and their families. What should the consultant recommend about adding other common connections such as siblings and deceased and divorced spouses?
To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:
CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):
CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.
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