Tips for Defining CRM Scope: Annual Campaigns + Grant Tracking (First Setup)

Hi everyone,

We’re getting ready to use Salesforce for the first time, and we're defining our scope for the CRM. Our immediate priorities are:

• Managing our first annual fundraising campaign
• Tracking grants (applications, awards, reporting requirements)

I’d love to hear:

• What helped you clearly define scope at the beginning?
• What mistakes or "gotchas" should we watch out for, especially related to campaigns and grants?
• How did you avoid scope creep while still setting yourself up for growth later?

Any advice or examples would be hugely appreciated. Thanks so much!