Salesforce-Driven Grant Management for Research Excellence
Quick Glimpse
We empowered a leading agricultural research organization by transforming its grant management system using Salesforce. This centralized platform streamlined the grant approval process and automated donor reporting, ensuring scientists stayed up-to-date with funding opportunities. Through real-time notifications and intelligent reminders, we helped accelerate decision-making, boost stakeholder collaboration, and provide complete visibility across the grant lifecycle.
Business Impact
- Faster Approval Cycle
- 15% ↓ in the Turnaround time for grants
- ↑ Stakeholder visibility and reporting capabilities
- 30% ↑ in grant management and donor communication
- Automated submissions leading to timely updates
Tech Stack
- Salesforce Sales Cloud
- Salesforce Service Cloud
Project Highlights
- Centralized platform for grant management
- Website integration for automatic newsletter updates
- Streamlined pre- and post-submission approval process
- Standardized reporting for grant allocation insights
- Data visualization across programs and regions
Industry
Non-Profit
Challenge
The client struggled with a disjointed grant management process. Scientists had to visit the website for grant updates frequently, and the approval process was slow and inefficient. There was also a lack of automation for donor report submissions, creating manual bottlenecks. They needed a centralized solution to streamline grant approvals, automate reporting, and ensure real-time visibility for all stakeholders managing and allocating funds.
How we helped
We metamorphosed the grant management process by implementing Salesforce, creating a centralized platform to manage the entire grant lifecycle seamlessly. By integrating real-time notifications for new funding opportunities and automating the grant approval process, we eliminated manual bottlenecks, speeding up decision-making. Standardized reporting allowed for accurate grant allocation and utilization tracking while providing complete visibility to stakeholders. This enhanced collaboration ensured timely submissions and accelerated the approval cycle, enabling quicker funding to address agricultural challenges.
