Grant Making App
The Dulverton Trust has developed a customised version of the Salesforce CRM platform intended 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 and it 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 where Salesforce customers can download apps to give their version of Salesforce specific extra functionality. The Dulverton Trust has uploaded an app to the Appexchange that customises the sales 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 (Note: not the Non-Profit Success Pack). 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 the Dulverton App on the Appexchange. From that page you can ‘Take a Test Drive’ which will give you an idea of what the app looks like. Click ‘Download Now’ to request the full app and password. Grant-making charities will be asked to sign a disclaimer and read our terms and conditions, a copy of which will be emailed to you. Please be aware that only direct requests from grant-making trusts can be considered and the Dulverton Trust reserves the right to refuse access.
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. There is also lots of free online support and training available, please see the links to the right.