About the Organization
A newly launched charitable foundation, driven by a mission to change lives—especially for children facing challenges beyond their control. As the foundation set out to make a real difference, it quickly realized that passion alone wasn’t enough. To truly scale its impact, it needed reliable systems to keep everything running smoothly, ensure transparency, and show results in real-time.
The Challenge
Starting from scratch, the foundation ran into some familiar hurdles:
- Everything Was Scattered: Keeping tabs on grants and grantees was tough without a single place to track it all.
- Limited Insights: There was no easy way to see how grants were being used or to give grantees the feedback they needed.
- Too Much Manual Work: Staff spent too much time on paperwork, making it harder to report on progress to donors and internal teams.
- Growing Pains: With big plans for the future, the foundation needed systems that could grow as quickly as its ambitions.
The Solution
To tackle these challenges, the foundation turned to the Salesforce Nonprofit Cloud (NPC). Here’s what changed:
- One Home for Grants: The Outbound Funds Management module brought all grant tracking and management under one roof.
- Better Donor Connections: Fundraising operations and donor engagement became more streamlined.
- Instant Insights: Real-time dashboards and customizable reports made it easy to see what was working and where help was needed.
- Seamless Website Integration: An online grants form, connected through Zapier, made it simple for applicants to submit requests and for staff to process them.
- Smart Security: Role-based access ensured everyone saw only what they needed, keeping data safe.
What Was Included
Features Delivered:
- Donor and donation management
- Grant management
- Reports and dashboards
- Website grants form integration
- Role-based access control
What Wasn’t Included:
- Sponsors management
- Volunteer management
- Fund seeker portal (Experience Cloud)
- Advanced financial integrations
The Results
The transformation was immediate:
- Clearer Transparency: Automated tracking and reporting made it easy to show exactly where funds were going, building trust with donors and regulators.
- Less Busywork: With manual tasks reduced, staff could focus on what really mattered—helping people.
- Real-Time Impact: Dashboards gave instant feedback on how programs were performing, helping leaders make smarter decisions.
- Ready to Grow: With a cloud-based CRM, the foundation was set up to expand its reach without missing a beat.
Reporting That Matters
Now, the foundation has access to a powerful set of reports, such as:
- Funding programs with requests and disbursements
- Overdue and upcoming disbursements
- Awarded grants by year and project
- Grants by project and status
- Analytics for projects and parent projects
- Grants with upcoming milestones
These insights help the team keep projects on track, prove their impact, and stay accountable to everyone involved.
Conclusion
By embracing Salesforce Nonprofit Cloud, the foundation built more than just a system—it built confidence. With the right tools in place, the organization can focus on what matters most: making a lasting difference for children across the globe.
