Grant & Fund Management

At Economic Change, we specialise in implementing sustainable solutions to change and improve the way your organisation and team work in the future.

Our USP lies in our team’s expertise and ability to offer an informed end-to-end solution for clients. We bring to the table a wealth of knowledge and understanding of the sector and adopt a management consultancy approach to all of our solutions.

We can offer a blend of services to meet your needs, which can include one or all of the following:

Within this area of specialism, we can help with:

Strategy Development

To help shape your grant & fund management process we can assist with:

• Market Research with Potential and Existing Grant Applicants
• Cause Related Research and Funding Priorities
• Revising Processes and Operations

Impact Measurement

We have particular expertise in the measuring the impact of organisations in receipt of funding, having independently evaluated projects for local and national funders.

We can help you to with:

• A Theory of Change Model
• Monitoring Tools and Processes
• Independent Research and Evaluation
• Monitoring Systems using Salesforce

Salesforce CRM Implementation

We have supported a range of organisations involved in grant & fund management to fully customise and implement Salesforce CRM and third party apps to manage their grant/fund application and management processes.

During our implementation process, we apply change management, process mapping, project management, training and coaching disciplines to support the adoption of a new system.

Salesforce offers 10 free user licenses and heavily discounted licenses to non-profits, find out more via the Salesforce Foundation.

Functionality can include:

• Online Application Forms that sync data into Salesforce
• Online Community for beneficiaries to apply or report on impact/business KPI’s
• Payment Tracking
• Assessment Tracking
• Correspondence Management
• Contract Creation
• Output & Outcomes Monitoring
• Online Feedback Forms that sync data into Salesforce
• Marketing and Communication Functionality
• Tiered Security Access for Partners or Assessors
• Real-time Analytics and Reporting

Alongside Grant & Fund Management, your Salesforce CRM can also be adopted to support Front Line Delivery, Volunteer Management , Membership Management, Fundraising Management, VCSE and SME Business Support Management, Community Asset Management, HR Management , and Sales and Marketing.

Across our services, our clients include: