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Grant making app

The Dulverton Trust has developed a fully customised version of the Salesforce CRM platform intended specifically for managing the grant-making cycle. We are delighted to make this available to grant-making charities, free-of-charge.

What is Salesforce?
Salesforce is one of the leading cloud-based Customer Relationship Management (CRM) systems. The system is built to be flexible and customisable. This means that the system is used by companies such as banks and airlines, as well as non-profit organisations. The Salesforce Foundation offers all charities and not for profit organisations up to 10 free licences together with a heavily discounted rate on further licences.

What is the Dulverton Grant making 'app'? To help organisations customise their use of Salesforce without re-inventing the wheel, Salesforce runs the 'appexchange'. Much like Apple's 'Appstore', Salesforce customers can download 'apps' from the Appexchange to give their version of Salesforce specific extra functionality. The Dulverton Trust has loaded an app to the appexchange that customises the 'out-of-the-box' sales-oriented layout of Salesforce to a grant-making layout.

How do I get the 10 free Salesforce licenses? First, you need to sign-up for the free 30 day trial of the Enterprise Edition of Salesforce. Do that here. Then click here to apply for your 10 free-of-charge licences. Note that you require these licenses before you can download any apps.

How do I get the Dulverton 'app'? Click here to access a read-only test-drive of the Dulverton app, as well as instructions for how to request the app password. Please be aware that only direct requests from grant-making trusts can be considered and the Dulverton Trust reserves the right to refuse access.

What next? The Dulverton ‘app’ provides a basic framework for managing the grant making process using Salesforce and may well be all that is needed by a start-up Trust or Foundation. Established Trusts will want to configure the app to match their business processes and will need to import data from their existing grant management system. All users may want to add extra functionality. This is all relatively straightforward in Salesforce but you may want to seek help from a consultant. See Terms and Conditions of Use below.

DISCLAIMER: The Dulverton Trust App is provided 'as is' without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of fitness for a purpose, or the warranty of non-infringement. Without limiting the foregoing, the Dulverton Trust makes no warranty that:

i.  the application will meet your requirements
ii.  the application will be uninterrupted, timely, secure or error-free
iii. the results that may be obtained from the use of the application will be effective, accurate or reliable
iv. the quality of the application will meet your expectations
v.  any errors in the Dulverton Trust App will be corrected.

The Dulverton Trust App and the documentation relating to it

vi. could include technical or other mistakes, inaccuracies or typographical errors. The Dulverton Trust may make changes the documentation made available.
vii. may be out of date, and the Dulverton Trust makes no commitment to update such materials.

In no event shall the Dulverton Trust be liable to you or any third parties for any special, punitive, incidental, indirect or consequential damages of any kind, or any damages whatsoever, including, without limitation, those resulting from loss of use, data or profits, whether or not the Dulverton Trust has been advised of the possibility of such damages, and on any theory of liability, arising out of or in connection with the use of this application.

The use of the Dulverton Trust App is at your own discretion and risk and with agreement that you will be solely responsible for any damage to your computer system or loss of data that results from such activities. No advice or information, whether oral or written, obtained by you from the Dulverton Trust shall create any warranty for the Dulverton Trust App.

TERMS AND CONDITIONS OF USE: Access to the Dulverton Trust App is provided free of charge. You agree to not exploit the Dulverton Trust App for commercial gain or to share details of how to access it. The Dulverton Trust App provides a framework on which to build a system and contains many of the features and basic procedures needed to manage grant-making processes. However for any other members wishing to use Salesforce, there will still be some work involved to make the system ready to use, such as configuring the work flow to suit the way you distribute grants, adding any integrations with websites or external systems such as email, as well as adding any automation you may want to include. A significant task will also be populating the system with your data via migration or manual entry process, depending on your current systems.