Grantbook - Salesforce Implementation for Grantmakers

The core of Grantbook’s Salesforce practice is performing configured Salesforce Grants Management System (GMS) implementations, and supporting funders with existing Salesforce instances with transformation, reimplementation, and optimization. Our experience working with a variety of funders — ranging from large family foundations to research funders, from community foundations to feminist collectives, and from enterprise foundations to startups — gives us the depth of understanding to ensure our clients maximize the impact of their Salesforce instance. Our team of Salesforce experts holds a total of 17 Salesforce certifications, including Sharing and Visibility Architect, Marketing Email Specialist, Non-Profit Cloud Consultant, Experience Cloud Consultant, Business Analyst, and more. Our team has a significant breadth and depth of knowledge of the tools available through the Salesforce AppExchange and and extensive experience implementing third-party tools to extend the Salesforce platform.