The Challenge
Grant applications were submitted through disconnected third-party forms and email, forcing teams to manually re-enter data into spreadsheets. There was no centralized tracking, no real-time visibility, and no reliable way to manage approvals or terms within Salesforce.
The Solution
We designed and implemented a custom Salesforce Experience Cloud site that enables external applicants to submit grant requests through branded, dynamic forms that write directly into Salesforce, streamlining approvals and automating the collection of electronically accepted terms and conditions.
The Outcome
The organization now runs its entire grant application process in Salesforce, from submission through grant award. The need for expensive third-party software, spreadsheets, and time-consuming, error-prone manual data processes has been eliminated.
Start your custom Site journey with us and get a free assessment.
MyCRM Support Desk, Inc.
Phone: 212-253-2428
Email: info@mycrmsupportdesk.com