Foundant Grant Lifecycle Manager vs. Salesforce Agentforce Education vs. SurveyMonkey Apply

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 would say it's suited for a higher ED or K through 12 use case. If you're tracking anyone who is a learner, I would say it's still applicable for non-degree learning experiences. So even if you don't have a four year degree granting institution, but if you're not doing education, that's probably where I would say it's not really for you. Right. There's other products, other verticals like nonprofit cloud or financial services cloud you'd want to look at.

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If you are looking for a software that let's you create online forms seamlessly and also minimizes your company's work flow then this is the correct way to go. It has allowed us to get accurate response and also has helped us save enough time compared to when we're still using other softwares.

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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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• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

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• SurveyMonkey Apply has the best customer service I've ever experienced in a company. They are easily accessible, super helpful and friendly, and they will work until they are able to find a solution.
• The platform for building an application on SurveyMonkey Apply is simple for the user. It's set up with such a clean format that is appealing to the eye and incredibly user-friendly.
• The application system also has a lot of flexibility, making it easy to customize your applications as needed.

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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.

• I think the display of the cloud for students can seem a bit intimidating at first.
• I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
• Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.

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• An average administration may not have the technical capabilities to adapt and shape it for themselves. While SurveyMonkey Apply has an option for tech support for a price, it is not something always easy for the admin.
• There is no way to cross reference users by Social Security Number or other identifier. In other words, a single applicant with multiple email addresses could potentially apply and receive benefits as the users are tied to email address not email address and SSN.

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It can be extremely user friendly and customizable - if you have the skills to do that. There are features - like records related opening in sub tabs - that make work more efficient. There is a definitely a steep learning curve when it comes to becoming a salesforce admin though.

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People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

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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

Salesforce has many more options, functionality, and can provide real time dashboard reports from the homepage. Provides a quicker search functionality and merges all information for other areas of the company into a concise summary. Report functionality is very intuitive and with basic understanding, users can build their own graphs and dashboards to help visual important data.

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We think that Submittable is the top platform available and will continue to use it for our clients. The start-to-finish platform makes our workflow smarter and more efficient, leading to better decisions and bigger impact. We are always looking for new programs and when we landed on Submittable, we were sold.

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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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• Positive: Our entire company is more aligned because while still complying with FERPA, the right people have access to student records while also having the correct permissions.
• Positive: we can integrate with our partners who also use Salesforce, while still complying with FERPA.
• Negative: we've needed to hire a Salesforce Development team with multiple people to accurately customize the tool to work for us.

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• Positive Impact: allowed us to move to a more virtual office, just in time for COVID's forcing all to work from home/remotely.
• Negative Impact: made it much harder to capture all data we need to merge with all applicants since organization created.

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