Intake
Funding opportunities & forms
Structure your funding programs and cycles, then build application forms that fit each opportunity, so applicants answer the right questions the first time.
Nonprofit Salesforce consulting · Grantmaking
Salesforce Grantmaking, implemented by people who get grants
From funding opportunities to grantseeker portals to review workflows, we implement Grantmaking on Salesforce Nonprofit Cloud through a guided, ten-module program, built so your team runs it with confidence long after we are done.
The problem
Grants deserve better than spreadsheets
Most grantmaking teams are holding their process together with spreadsheets, shared inboxes, and institutional memory. Applications arrive in one system, reviews happen in another, and reporting back to the board means a week of copy-and-paste. Grantseekers feel the friction too: unclear statuses, duplicate data entry, and forms that do not fit the funding opportunity. And when audit season arrives, reconstructing who decided what, and when, can take longer than the decisions did.
Salesforce Grantmaking, part of Nonprofit Cloud, brings the whole lifecycle into one system: publish funding opportunities, collect applications, run reviews, and track awards through closeout. Our job is to implement it around the way your programs actually work, and to teach your team the system as we build it, so the process belongs to you.
That last part matters. Program officers, not consultants, should be the ones who understand how your grants move through the system. Every step of our implementation includes hands-on sessions where your team configures, tests, and documents alongside us, so by go-live running a funding cycle is familiar work rather than a handoff.
Scope
What the implementation covers
The full grant lifecycle, configured module by module with your team at the table.
Self-service
Grantseeker portal
A self-service home for your applicants: find opportunities, submit applications, check status, and respond to requests, without emailing your program officers.
Decisions
Reviews & approval
Reviewer assignments, scoring, and approval workflows that make decisions transparent and defensible, and give your board reporting straight from the source.
Ten guided modules
A program scoped to your organization
Our Grantmaking implementation runs on ten guided modules, the same teach-back approach behind all of our nonprofit Salesforce consulting. Each module pairs automated org configuration with hands-on exercises built around your real funding programs, and closes with documentation your team keeps.
Because the sequence is modular, we scope it to your organization: start with core features and funding opportunities, then add the portal and review workflows when your cycle calls for them.
A representative sequence
- Grantmaking Core Features
- Funding Opportunities
- Form Framework
- OmniStudio Applications
- Grantseeker Portal
- Reviews & Approval
Fluency
We speak grantmakers’ language
Buzzbold has served 100+ nonprofit and education organizations since 2011, and grantmaking is one of the places we go deepest. Funding cycles, reviewer fatigue, compliance requirements, and the tension between rigor and applicant experience are familiar ground, not a learning curve you are paying for.
That fluency shows up in the details: application forms that mirror how your program officers actually evaluate, review stages that match your committee’s rhythm, and reporting your board can read without a translator. We build the system around your practice, never the other way around.
As a Salesforce Partner since 2014 with a highly certified team, we implement on the platform’s current architecture, and we stay available after go-live through ourManaged Services plans.
Ready to modernize?