My organization is currently using Salesforce for pre-award opportunity tracking, as well as general contact management and Pardot for marketing. However, there is interest in my org of migrating our consultant database to Salesforce. I have created several custom objects to capture the data related to these consultants (i.e. language, geographic experience, thematic expertise), but the question that remains for me is whether Salesforce is the right platform to manage that post-award data. I'd love to hear from folks in the community who have used Salesforce for a post-award project and program management and what kinds of advantages or pitfalls they experience.
Thanks!
Sam
My org manages all of our post-award processes in Salesforce! We manage contracts, fund disbursements, payment contingencies (interim reports, conditions, terms, etc), no cost extensions, and even project modifications. We don't track site visits, but that's more a cultural thing than a technology thing. We also track benchmarks (we call them milestones) with annual updates that are all stored as records in Salesforce. Happy to share more if you find any of this helpful! I think other #philanthropy / #grantmaking / #foundations folks might have more to share. Tagging @foundationConnect since lots of us do all of this and more!
