When it comes to grant management software, selecting the right system is a game-changer. Over the past decade, many grantmakers have shifted from basic spreadsheets and databases to advanced cloud platforms like Salesforce. These tools not only improve portfolio management but also make impact measurement more effective.
Salesforce, particularly through its Salesforce Nonprofit Cloud (NPC) and Amp Impact, has proven itself to be a leading solution in the market, with 100+ grants management systems now relying on its features.
Our Expertly Picked Salesforce Features
We’ve handpicked key Salesforce features tailored for grant management specialists that will significantly streamline your processes. These features are designed to help your business enhance efficiency and drive better results
Prebuilt Salesforce Features for Grant Management
One of the most valuable aspects of Salesforce grant management is its prebuilt standard functionality for grants management. Platforms like NPC for Grantmaking and Amp Impact offer a complete solution for managing every stage of the grant process, from calls for proposals to application reviews.
Grantee portals streamline progress reporting, making it easier for grantees to track their milestones. Users can create form templates, applications, and reports with ease, all without needing coding skills. Tools like Interaction Summaries and Flexi Cards allow grantors to better interact with grantees.
For example, Save the Children uses Amp Impact to track outcomes, manage risks, and handle fund management effectively.
Configurable Solutions
Another key strength of Salesforce-based solutions like Amp Impact is the high configurability it offers. Salesforce allows users to customize the system, making it adaptable to your organisation's unique needs, both now and in the future.
- Drag-and-drop form builders help design everything from applications to reviews.
- Conditional logic and multi-select picklists offer flexibility to grantmakers.
- At RT Dynamics, we facilitate Salesforce integration, enabling users to analyse data and make informed decisions efficiently.
This Salesforce grant management system ensures that organisations can track grantee metrics and progress, while also managing risks and measuring impact.
Salesforce Integration for Smooth Operations
The Salesforce ecosystem offers impressive interoperability with other systems through its robust APIs. This enables grantmakers to connect tools such as email, document management, and collaboration tools for a seamless experience.
- Tools like Formstack and SurveyVista help capture data from webforms that can be mapped directly into Salesforce objects.
- Integration with financial systems like NetSuite and Sage Intacct streamlines financial disbursements and allocations.
- The platform also integrates with HR systems such as Workday for managing staff and costs.
This makes Salesforce the ideal tool for grant management automation, ensuring smooth collaboration and data management across the board.
Salesforce Nonprofit Community
The Salesforce nonprofit community is one of the most vibrant and supportive ecosystems. With over 50,000 nonprofits using Salesforce, the platform continues to evolve based on real-world feedback. The community drives continuous improvements, ensuring that every tool added enhances the grantmaking process.
Events like Amp Impact Summits allow users to come together and discuss the latest updates and challenges. This shared learning environment helps grant management specialists stay ahead of the curve.
Promising Future of Salesforce in Grant Management
Salesforce remains a top choice for grantmakers, offering flexibility and scalability as it continues to evolve. The Salesforce Summer ’24 release promises new features that improve grant application collaboration and impact reporting.
Salesforce is committed to continuously improving its platform to meet the emerging needs of grantmakers worldwide. The future of Salesforce in grants management is promising, with regular updates and new features enhancing its effectiveness.
Provide 24/7 Service
With 24/7 service, Salesforce ensures that grantees have access to a secure portal where they can easily get answers. This is particularly important when managing the grant lifecycle, from awards to project reporting.
- A rich knowledge base and configurable chatbots provide instant answers to common queries, streamlining the support process.
- The system is designed to keep all parties involved in the grant management process on track, no matter their time zone.
Having this support ensures that your team can focus on what really matters, rather than getting bogged down in administrative tasks.
Easily Build Reports and Forms
Thanks to Salesforce's drag-and-drop builders, grantors can create standard reports and forms without any coding knowledge. This no-code functionality is particularly beneficial for organisations in the public sector who need quick and flexible solutions.
Grantors can easily customize applications, reports, and form templates, ensuring the system fits their unique needs. This no-code solution significantly reduces the time spent on administrative tasks, allowing more focus on impact.
The flexibility Salesforce offers is essential for grant management specialists who need to adapt quickly to changing requirements.
Speed Up Reviews with Salesforce Tools
Once grantees submit their applications, Salesforce guides reviewers through the process with step-by-step instructions. This is especially useful for grant managers who need to quickly evaluate large volumes of applications.
- Low-code tools enable reviewers to follow a tailored, guided process, saving time and reducing errors.
- Automated workflows help speed up the review process, allowing grantors to manage multiple applications simultaneously.
This results in a more efficient and transparent review process, which is critical for the smooth operation of any grants management system.
Collaborate Anywhere with Salesforce and Slack
Thanks to Slack's integration with Salesforce, teams can collaborate in real-time, no matter where they are. Whether working remotely or in the office, everyone stays connected through this secure, centralised platform.
- Slack enables quick communication and ensures the review process is both fair and quick.
- With instant messaging and document sharing, the collaboration between grantors and grantees becomes seamless.
Vital for any grants management software, the versatile communication aims to provide efficient, transparent service.
Disburse Funds Efficiently with Salesforce
Grant Coordinators can use Salesforce to schedule disbursements that are tied to important milestones in the project. This ensures that funding is only disbursed when the necessary milestones are met.
The system allows grantors to automate payment records, saving time and reducing human error.
The approval process is streamlined to ensure compliance with agency approval and accounting policies. This helps grant managers stay organised and ensures funds are only released at the right time.
Track Impact and Compliance
Salesforce makes standardised reporting easy by offering templates that grantees can use to submit their progress reports. These templates help ensure that all reports are consistent and that grantors have access to the same information.
- Financial tracking and compliance checks are built into the system, reducing the risk of errors.
- The easy collaboration between grantors and grantees reduces the administrative burden for both parties.
By standardising progress reports, Salesforce makes it easier for grant management specialists to oversee and analyse their portfolios.
How We Can Help
At Rolustech, we understand the complexities of grant management and the importance of selecting the right tools for success. With our deep expertise in Salesforce and its ecosystem, we help organisations leverage the power of Salesforce Nonprofit Cloud (NPC) and Amp Impact to streamline grant management automation, enhance data management, and drive impactful outcomes.
Whether you're looking to integrate powerful features, customize your system, or improve collaboration and reporting, our team is here to guide you every step of the way. Trust Rolustech to provide tailored solutions that meet your unique needs and elevate your grant management processes
