Top 3 Benefits of Salesforce for Grants Management

We recently hosted a Tech Trek called – you guessed it! Top 3 Benefits of Salesforce for Grants Management. If you weren’t able to make it, we’ve got you covered. 

Do any of these issues sound familiar? 

  • Our data is all over the place in a variety of formats
  • Our grants management process is so complex
  • Our audit process is time-consuming and disruptive
  • Onboarding new grants managers takes way too long

Grants from government agencies are crucial to millions of organizations supporting initiatives that benefit the public. Shouldn’t it be easier to manage those grants?

Key Features of Salesforce for Grant Management

Salesforce is widely recognized as a powerful tool for grants management, offering solutions that streamline the administrative burdens faced by organizations in handling grants. Whether you are a grantor or a grantee, Salesforce for grants management simplifies the entire grants process, making it more efficient and compliant.

Here are 3 ways Salesforce for grant management can support grantors and grantees.

Ease of Use

A key benefit of using Salesforce for grants management is its centralized data visibility. A status bar on the Salesforce dashboard shows exactly what stage the grant is at, total disbursements paid, available funds remaining, and much more. Take a look!

Having all the data in one place means tasks are streamlined and staff can complete work more quickly. Plus, the intuitive design minimizes training time.

The client portal makes it very easy to apply for grants because it provides a guided application process. Applicants can see the next steps, where they are in the process, and any documents they need to upload. The clear navigation pathways help to minimize errors and frustration for grantees. 

Audit Functionality

Wouldn’t it make life easier if you had audit trails where you could see who changed what in your system? Then you’ll be happy to hear that using Salesforce for grant management will record all user activities and track any changes with date/time stamps.

This helps with compliance reporting: you can show what you’ve done with grant funds, and auditors can see that funds are being used appropriately and documented correctly. 

Plus, Salesforce goes through regular security audits and certifications to ensure that the platform adheres to the highest security standards.


Every piece of data you collect in Salesforce for grants management is reportable. You can easily create standard reports or build them on the fly. Need a quick report on how many grant applications you’ve received? No problem!

This image shows how the data can be displayed in Tableau, Salesforce’s visualization and analytics platform. In this example, the map pinpoints where the grants are coming from and where they are going. 

Integrating Salesforce with Other Systems

You might be thinking, but I have other systems I need to use. That’s okay! Salesforce integrates smoothly with external systems. You can pull data from multiple systems, like an EHR or a school system, into Salesforce to get a full 360-degree view of all your programs.

Ultimately, the powerful reporting capabilities in Salesforce will allow you to make better data-driven decisions.

If you want to learn more about how Salesforce can improve your grants management processes, take a look at the full recording here!


Salesforce for grants management offers centralized data visibility, streamlined workflows, and intuitive user interfaces. These features enhance efficiency and reduce the training time required for new grants managers.
Salesforce allows users to create both standard and custom reports easily. Users can generate reports on grant application numbers, disbursement tracking, compliance status, and much more, facilitating informed decision-making.
Salesforce can aggregate and manage data from various sources, ensuring users have a 360-degree view of all relevant information. This feature is crucial for organizations that operate across multiple systems but need a unified reporting and management platform.
The implementation time can vary based on the complexity of the organization’s needs and the amount of data to be migrated. However, Salesforce is known for its scalability and flexibility, which can help reduce implementation time compared to other systems. Get in touch with our team here at Provisio, and we can provide you with a more accurate implementation timeline based on your organization’s needs.
Yes, Salesforce is versatile enough to manage various types of grants, including federal, state, and private foundation grants. It can be customized to meet the specific requirements and workflows of different grantors and grantees.

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