Complex grant management
Nonprofits often face challenges in managing grant applications, reporting, and compliance.
Salesforce Nonprofit Cloud streamlines the grant management process, from application to reporting. It provides a centralized platform to track grant lifecycles, deadlines, and financials, ensuring compliance and efficient grant administration. As Amp Impact Partners, our team of experts can also recommend leveraging the Amp Impact product to manage your grant management process. Your project team will support you through the technical process, including:
Discovery and prioritization
Identify pain points in processes and systems, managing grants, reporting requirements, and compliance regulations (OFAC, etc.).
Customize Salesforce to meet their needs
Create a centralized location for managing all grant-related activities, including tracking grant deadlines, deliverables, applications, and budgets to judge applications and award and distribute dollars.
Tailor the application process
Capture application details and requirements, allow for attaching supporting documents, set reminders, and monitor the application process.
Your consultants will work with you to design process automations that automate crucial tasks like sending notifications to relevant team members, routing applications for internal or external review, and tracking follow-up actions required for successful applications.
Salesforce can be customized to monitor grant compliance requirements. Your consultants can create alerts that notify staff about upcoming compliance milestones, ensuring that necessary actions are made promptly. In addition, Salesforce can integrate with third-party compliance organizations to ensure they meet regulatory requirements, such as running an OFAC search from within the system.
Customized reports and dashboards
These reports provide insights into grant application success rates, funding trends, and compliance status. They can help nonprofits make informed decisions.
Details uncovered in discovery can inform your system setup to ensure you can track all communication with grantors. These details may include emails, meetings, and phone calls, providing a comprehensive view of interactions throughout the grant lifecycle. In addition, Salesforce can integrate with task management tools and calendars, helping nonprofits manage grant-related tasks and deadlines more effectively.
Accelerators for nonprofits
Fundraising Accelerator with Classy
With this quick and easy implementation service, you’ll receive a tailored setup, expert guidance, and even shadowing sessions from a top-level expert who knows Salesforce and Classy better than anyone.