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Hi all, my national organization is looking to move away from Foundation Directory as our grant search/prospecting tool. 

What are other grant search/prospecting tools you’ve used and would recommend? 

Instrumentl reached out to us, we did a trial with them and it seems to be a better tool for prospecting overall but would love to hear if folks would recommend it. What are pros/cons? And if you’ve used it and use Salesforce, have you used the integration? What are pros/cons there? We are worried about steering people away from Salesforce so are considering using Instrumentl without the integration and creating a policy on when staff should be creating records in SF.

 

@Fundraising @Nonprofit Hub @Nonprofit User Group, San Francisco, US 

1 respuesta
  1. 7 sept 2023, 2:19

    Hi Melanie,

     

    Instrumentl is a good tool. But from what I know from one of our customers experience you have to manually sync every grant with Salesforce even with their so called integration. I'm not sure if they have changed anything specific in their integrations recently. 

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