Achieving your mission requires you to collect data—internally and externally—to determine what to invest in and validate that funding is being used well. You also need to evaluate your grantee’s performance and outcomes, while supporting your internal processes, including grantmaking, general constituent relationship management, analytics and intelligence, and accounting. Our solutions consolidate systems and leverage a modern, open platform to provide a simple, efficient, user-friendly grants management platform.
Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.Contact Us
“If we had to scale up tomorrow from 350 grants to 1,000, that wouldn’t be a problem. The grants management process is so much faster that we have freed up time to launch new initiatives, like providing grantees with capacity building support.”
PHILANTHROPY SECTOR SOLUTIONS
PHILANTHROPY SECTOR CLIENTS
- Philanthropic Organizations
- Private Foundations
- Community Foundations
- Corporate Foundations
- Family Foundations
- Non-Traditional Grantmakers
We develop blueprints for your system that are tailored to the unique aspects of your organization. We focus on business process analysis to understand your mission, desired outcomes, results objectives, and the way your staff works, in order to develop a solution specific to these attributes.
Stepping back before approaching a significant technology project ensures a successful, cost-effective system implementation. We can help you identify and sequence the right solutions by looking at your organization's needs holistically. Examples of projects include: System Assessments and Technology Roadmaps.
We have a wide range of resources and methodologies to fit your organization, whether you have a mature technology team or are doing your first system implementation. We deliver comprehensive solutions that span all facets of Salesforce technology, including configuration, code, and app integration.
Whether you need regular guidance to manage your Salesforce system, or only occasional help to update a complex configuration, our support plans have your needs covered. All levels of service are rendered by customer success managers who have experience working with foundations.