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Grantbook - Salesforce Implementation for Grantmakers

Salesforce Grants Management System (GMS) implementations and optimizations

Overview

We implement Salesforce Grants Management Systems (GMS) and support you with existing Salesforce instances with transformation, reimplementation, and optimization. We help you grant code donor funds, funding programs, applications, grants and payments.

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  • Implementation of Salesforce solutions specifically for grantmaking organizations. We embed change management for stellar user-adoption.

  • Our services are holistic and steeped in human centered design. We are the one-stop shop to help you strategize, design (aka business process optimization), transform (implement your system), and optimize (building out new features).

  • You will get access to Grantbook's brain trust when we become your Implementation Partner. Think of accessing grantmaking best practices, change management, learning & development.

The core of Grantbook’s Salesforce practice is to configure Salesforce Grants Management System (GMS) implementations, and support funders with existing Salesforce instances with reimplementation, and optimization. We work only with funders, ranging from large family foundations to research funders, from community foundations to feminist collectives, and from enterprise foundations to startups, which ensures our clients maximize the impact of Salesforce. Use grant coding to forecast and interpret spend-down budgets, gain operational insights, and track your impact. Our team of Salesforce experts holds a total of 18 Salesforce certifications, including Non-Profit Cloud Consultant, Experience Cloud Consultant, Business Analyst, Sharing and Visibility Architect (security), etc. In 2023, we implemented or optimized more than ten Grantmaking Salesforce instances using various products: Nonprofit Success Pack (NPSP), Experience Cloud, Outbound Funds Module, Nonprofit Cloud, Grantmaking — each incorporating custom build outs. Self-Assessment Survey on Nonprofit Cloud: https://grantbook.typeform.com/to/CWoLhaG5 Contact us for more information: https://www.grantbook.org/contact.

Categories

Product Competencies
Agentforce Sales
Agentforce Service
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Supported Languages
English