Grantee Progress Report

Make it easy for your grantees to send their progress reports to Salesforce.com

Your foundation is focused on serving your community of grantees to ensure their highest levels of success with your investment in their mission. One way many foundations have successfully accomplished this is by having their grantees complete progress reports on a regular basis. This helps your team measure effectiveness as well as encourage appropriate changes.

Unfortunately, it can be difficult and expensive to build online grantee progress report forms with tools like Salesforce.com. Writing a bunch of VisualForce pages, custom Apex code, being reliant on a consultant for any changes or even minor changes can cost tons of money and take control out of your hands.

Using the Soapbox Engage platform, you can easily create a beautiful and mobile-optimized grantee progress report forms for your community. Without knowing any code, the non-technical folks on your team can create, customize, and publish progress report forms that integrate with your Salesforce database quickly. You’ll even be able to make sure the forms look just like your website design, ensuring your grantees that they’re securely submitting data to the right place. Even better, the forms are extremely user-friendly for your grantees, making it easy for you to chart their progress without getting in the way of their core work.

Features

  • Unlimited grantee progress report forms
  • Accidental-techie-friendly form creation tools
  • Design that matches your website and branding
  • Complete customization of fields to display
  • Secure data integration with Salesforce.com

Ready to collect all that great progress report data from your grantees while making their lives easier to get you the right data? Contact us and we’ll show you the next steps to easily creating grantee progress report forms with Salesforce.com!

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