Top Five Takeaways from Our Salesforce Webinar

On Tuesday, December 1st GrantBook’s Salesforce experts, Tierney Smith and Rahi Delvi, dove deep into effective Salesforce strategies, tips and tricks. Salesforce is an incredibly powerful tool that can help grantmakers, foundations and impact investors achieve their mission, but it can also be confusing and challenging to optimize, especially for organizations with few staff and resources dedicated to technology.

This is why we’ve put together the top five things you need to know about using Salesforce for your grantmaking process.

Top 5 Takeaways:

1. You can track outgoing grants, pending grant applications, and approved grants with Salesforce. This includes tracking reporting between organization members throughout the entire process.

2. Salesforce allows you to automate workflows to increase productivity and decrease  the time spent on your grantmaking. For example, once a workflow is triggered, an e-mail alert can be automatically sent to a grantee to remind them that a progress report is due.

3. You can integrate Salesforce with other technology tools that you may already be using. Your expert tools (ex. Formstack, Eventbrite and MailChimp) can do what they do best, while being able to talk directly to Salesforce to keep your information all in one place.

4. Substituting Salesforce data imports for manual data entry can be intimidating at first, but after a bit of training and practice, you will save yourself hours of time. Trust us. It’s worth it.

5. Salesforce offers 10 free licenses for charities. This has been a very affordable system for foundations and non-profit organizations.

Want more information on how you can integrate Salesforce and other technologies into your organization? We can help. Let's talk!

Anil Patel

Co-Founder, Futurist & Design Thinker

Sector Trends, Future of Work, Design

With more than two decades' experience in philanthropy and technology, I have written, reviewed, reported, and/or optimized the process for thousands of grant proposals. This has provided me with a unique perspective on how to re-imagine the flow of philanthropic information, so that people can devote more time to the most purposeful work. Currently, I'm exploring the Future of Work: specifically, how automation, machine learning (ML) and artificial intelligence (AI) will disrupt most corners of the economy and many pockets of society.

James Law

Director, Partner & Relationship Development

Partnerships, Business Development, Fund Accounting & Strategy

I am curious about people. I like learning about our motivations, passions, emotions and challenges as humans. While technology and processes are important in helping drive our work. The strategies and goals that these support come from individuals and teams - getting to know these communities is what drives me.