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Get and Manage Grants Better with Salesforce.com


Though it can sometimes seem like a lot of work around soliciting an individual donation, they are typically quite informal acquisition processes, you:

• Approach the potential donor;
• Engage in discussion/provide some information; and,
• Ask!

You quickly know whether you've got the donation—and even if they say "no", you can sometimes win them back with additional conversation and/or data.

Wouldn't it be nice if getting and managing a grant was that easy?

Most foundations, corporations and government entities have imposed a rigid structure to their grant processes, which require a series of documents to be completed and submitted for approvals within a specific format, timeframe, and, in order. Even after winning a grant, there are typically narrowly defined reporting requirements. Many opportunities for things to go astray, missing a deadline—and losing out on the chance to gain that much needed money.

Salesforce can help you improve your chances by assisting your Development team in keeping on track and checking off all the "to-do's" appropriately.

You can leverage the "Contracts" functionality in Salesforce, just rename to "Grants." This is functionality that has been developed by Salesforce to manage contract processes and with a few additional fields and workflow, can keep your team on track. Here's an example of one that has been updated:

grant capture

A combination of repurposing existing fields with adding new ones, plus a little "workflow" (automated steps to send reminders, etc.) makes the process much smoother.

Setting up the workflow to send you the alert when it is time for something to happen is quite straightforward—you create the rule telling Salesforce which field to keep an eye on for you, in this case the due date for the initial grant application:

Workflow step 1

You'll be walked through the process and give instructions for what happens based on the information in that field, including—who gets alerted, when they get alerted:

workflow 1a


Workflow step 2

By using an email template you've already created that includes the relevant information—and a reminder to get all the signatures required—the workflow rule sends the responsible person an alert 15 days before:

workflow 3

That internal notification will also be automatically documented in the Grant record. You can also easily update your ED on the status of any grant process, without having to dig through folders or call staff for info.

Ultimately, your team has less anxiety and risk around the process—because Salesforce.com has that covered--and they can focus their efforts on creating the best content to win that grant.


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