As a grantmaker with Salesforce, learn how you can delight your applicants, radically simplify internal tasks to slash overhead, and get the absolute most out of your investment in Salesforce through Soapbox Engage.
In a 30 minute webinar from 1 - 1:30 pm ET on May 22nd, we'll discuss the success that the Nathan Cummings Foundation as had with Soapbox Engage to demonstrate how your organization can:
- Simplify the initial intake process through interest forms submitting to Salesforce
- Invite approved parties to register for a web user account that is connected with Salesforce
- Craft a customized full application for logged in web users so they can complete the application over successive logins and upload supporting documentation
- Easily review and return, approve or deny applications directly within Salesforce
- Grant external reviewers access to evaluate applications through Soapbox Engage
- BONUS: Manage grants through the same user login by allowing applicants to upload regular programmatic and fiscal reports
Register now!
We had a vision for an online portal and application process and Soapbox Engage helped us actualize our goals. They demonstrated deep knowledge of Salesforce and were able to build a highly customized product that was tailored to our needs.- Taina McField, Program Officer, Nathan Cummings Foundation
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