GRANT MANAGEMENT ON SALESFORCE

We have 10 years of experience designing, building and supporting innovative and flexible grant management solutions on Salesforce

We are proud to have earned our position as the number one choice of Salesforce implementation partner for UK funders.

Thought Leadersip

We help nonprofits to adopt best practice and increase their efficiency by improving their service to save both time and costs. Our team has broad and diverse grant management expertise combining consultancy, technical innovation and direct grant-making experience. Our blogs and webinars regularly focus on funding related topics.

Our Experience

Hyphen8 is honoured to be the trusted partner of over 100 nonprofit organisations using Salesforce.

Their understanding of grant-making at initial implementation was invaluable, and as our relationship has been maintained over a number of years, this has led to greater efficiency when problem solving or adding new features

Cycling Scotland Logo

The additional value of having Hyphen8 and what you brought to the project with regard to sector knowledge and recent experience you had delivering Salesforce systems to similar charities was one of the deciding factors of choosing Salesforce

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William Grant Foundation Logo
Wellcome Trust Logo
The Robertson Trust Logo
Guys & St Thomas' Charity Logo
Pets at Home Foundation Logo
Halifax Foundation for Northern Ireland Logo
William Grant Foundation Logo
Wellcome Trust Logo
Pets at Home Foundation Logo
Halifax Foundation for Northern Ireland Logo
The Robertson Trust Logo
Guys & St Thomas' Charity Logo

Why Salesforce for grant management?

An increasing number of funders are choosing Salesforce as their CRM and grant management platform for the following reasons:

Flexible and evolving grant management functionality

  • Outbound Funds data model designed as a best practice foundation for the end-to-end grant management process
  • Flexibility to adapt processes, forms and data captured for new or varying programmes
  • Ability to integrate with your website, accounts, outlook and other systems for a streamlined flow of data

World-leading CRM accessible from anywhere

  • Single, centralised record for every contact and organisation with complete history of related activity
  • Accessible from any location via the internet and on any device so you are not tied to your office
  • Increased self-sufficiency to manage your own system changes, templates and forms

Enhanced user experience

  • Automated workflow to save huge amounts of time with triggered record updates, notifications and reminders
  • Intuitive and relevant user experiences that can be customised for different roles
  • Dynamic engagement with external stakeholders via the optional Experience Cloud portal

Salesforce innovative and philanthropic ethos

  • Continual innovation with 3 new feature releases every year and continuous acquisition of complementary products
  • Commitment to the nonprofit sector through their Power of Us Programme donating 10 free user licences and offering significant discounts across all products
  • Wide range of specialist products available on the Appexchange for document generation, form building, payment processing, marketing communications and more

Salesforce Grant Management Solutions

Our experienced consultants work in tandem with you to identify the best solutions, customised to your organisation’s processes.

APPLICATION

Programme & call management
Application forms
Budget submission
Idea, Stage 1 and 2

ASSESSMENT

Due diligence
Peer review
Assessor assignment
Dynamic assessment

DECISION

Decision meeting management
Requirements / conditions
Communication templates
Grant acceptance
Delegated approvals

FINANCES

Payment & fund management
Batch export file
Cancellations, write-backs & recovery
Split partner funding
Bank details verification

ACTIVE

Progress & impact monitoring
Risk investigation
Variation management
Transfers / mergers

ANALYTICS

360Giving export
Tagging
KPI & outcomes tracking
Data warehouse integration
Web integration