Foundant Grant Lifecycle Manager vs. Salesforce Agentforce 360 for Nonprofits

From where I stand, GLM is well-suited for use by small-staffed charitable foundations who make more than thirty (30) grants a year and distribute more than $500,000 in funds to non-profits. The software is able to handle every step in the grant-making process from receipt of a request, to the evaluation and decision regarding the grant, to tracking the pay-out, and to closing the grant when the work or the year is completed.

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I’d say it’s very well suited for organizations looking to move toward AI integrations and make more data-driven decisions. As I mentioned, I’ve also used the competing product from Blackbaud, which is a very closed system — you can’t really pull out the data. Salesforce, on the other hand, has a big advantage with its APIs, allowing you to extract data, store it in Data Cloud, and do much more with it.
However, if your requirements aren’t clearly defined or if there’s heavy customization involved, the implementation can get messy. So I wouldn’t recommend using Salesforce Nonprofit Cloud in cases where the requirements and structure aren’t clearly laid out.

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• Foundant provides a streamlined grants management solution for reasonable cost.
• The company listens to its users, collecting ideas and making improvements. Updates to the software are rolled out several times a year. When something cannot be changed right away, the company gives context and forecasts when the change might be possible.
• While the software is easy to use, it also offers more advanced features (such as merge templates) that allow more customization for the advanced user.

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• NPSP is designed to help with donor management.
• There are free add-ons for volunteer management.
• There is a new Program Management Module to better manage program participation and attendance.
• Campaigns help organize and report on marketing efforts though we use a third-party solution to send out marketing materials.

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• Need a smother process for third party responses. Currently individuals recommending more than one student for scholarships have many emails to deal with to find the correct link to upload the correct student's letter.
• Questions that would filter which applications the applicant would apply for.

• Organizations that are new to Salesforce need to be prepared for report building and other configurations. Customization is a great feature, but it can be overwhelming if not impossible for a brand new user.
• Salesforce Trailhead is robust but can be confusing and overwhelming.
• I'm currently comfortable with only using Salesforce CMS or any iteration on a desktop.

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There is really no other tool to compare and especially since Salesforce for Nonprofits is free!!

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Salesforce CMS is very intuitive and easy to use. I have not found where it glitches or crashes out. You can tell where data is "supposed to live" and it you aren't sure, there is an easy search function. Support is made readily available.

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I have never had bad conversations with any support people with Salesforce but we also have not used them very much. I put it a little less because we are struggling to switch to lightning (some of our custom features do not migrate well) and it feels like the help and support for a little organization is not incredibly helpful unless we want to spend a lot of money.

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I have not used other online grantmaking products or evaluated others. I used to use MicroEdge Gifts, but not the online application version. It was a stand alone management system. This is hands-down better, easier to use and a more complete system

As a cloud native organization with no previous Microsoft infrastructure, Salesforce was a more logical and effective option for us. The suite of products was also far more comprehensive and required less customization. We were able to adopt a "configure not code" approach to our development of systems to support our mission that lowered the cost of upgrades.

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• Positive customer service--fairly easy to use for applicants.
• Positive--easy to run reports you have already set up, so [it] saves time.
• Negative--limited question types makes it harder to gather the data we want to track.
• Negative--our budget is more complex than can be tracked in Foundant, so we have to use a separate program.
• Negative--we have to track potential grantee conversations in a separate program.
• Negative--getting data ready to display in a dashboard takes a lot of time to manipulate in Excel.

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• New email platform (integrated with Salesforce and based on Salesforce segmentation) increased open rate by 7%
• Using Salesforce Flows to design a custom batch process for approving small grants reduced days of work to one or two clicks.
• We replaced a paper system (walking around with a clipboard) to a virtual system (you can do it from anywhere!) for approving payments.

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