Are you looking for a soup-to-nuts way to manage competitive awards from within Salesforce?
We covered Salesforce’s free Outbound Funds Module (OFM) in our first webinar – but OFM is also a building block of the most robust native Salesforce tool currently available for grantmaking organizations, Grants Management (GM). What are the differences between the two? How could your organization benefit from implementing GM?
Watch on-demand an hour-long webinar that highlights the benefits of GM for foundations and other grantmaking organizations. We’ll talk about what GM offers above and beyond core OFM functionality, including its built-in Grantee Portal, private invitation functionality, and capability to house multiple application forms. You’ll also get to see a demonstration of GM and ask your specific questions about the module and the implementation process.
Key Learning Objectives
- Learn about what GM can offer your organization when it comes to fully-featured grant and award management at all stages of the process.
- Gain insight into key GM functionality, including the Grantee Portal and Due Diligence Organizational Framework.
- Develop action items for your team to evaluate GM for your own purposes and understand what implementing GM on top of your existing Salesforce stack requires.
Register below to watch the recording.
Salesforce Consultant, Fíonta
Cooper Westbrook is a Salesforce consultant with a passion for automation and User Experience (UX). He loves identifying those unspoken needs that make a significant impact for nonprofit and association teams and is in much demand for his documentation and training skills.
Cooper holds a BFA in Media & Performing Arts from SCAD (Savannah College of Art & Design) and began his Salesforce journey at Custom Ink, where he was able to dive into an admin role headfirst. He is a Salesforce Certified Administrator, Advanced Administrator, Nonprofit Cloud Consultant, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder.