Nonprofit Leverages Salesforce.com for More Accurate, Efficient Grant Management

Nonprofit Leverages Salesforce.com for More Efficient Grant Management

Your nonprofit may have data and processes from one program running smoothly, while another program just isn’t as efficient. This isn’t unusual. And, it makes sense: It’s nearly impossible for nonprofits to tackle consolidating data and streamlining processes across the entire organization, all at once.

But, with a CRM system like Salesforce.com in place, nonprofits have a single platform for managing all of their data and processes, and can add to it as needed.

Here’s an example: Heller Consulting helped Alliance for Climate Education (ACE) move their grant management data and processes from inefficient spreadsheets and email into their existing Salesforce.com system.

Following are just some of the results:

  • Improved processes — Development staff members now have streamlined processes in a single Salesforce.com-based system for more efficiently updating and managing grant-related data.
  • Better reporting — ACE now has accurate, detailed reports in place to help their development team and executive director track both specific grants and the overall grant pipeline to inform strategic cultivation decisions and grow their grant income portfolio.
  • A system for the future — ACE was able to leverage their existing Salesforce.com platform for a grant management solution that will grow as their grant income grows.

Find out more: Download the Alliance for Climate Education case study here:
 

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The Connected Cause is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. Our goal is to provide a comprehensive source of collaborative thought leadership for the nonprofit industry.

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