Grant Exchange

Empower your grant management team with a complete grant management solution.

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Trusted by over 300 clients including:

Are you looking to improve your grantee experience with a one stop grant management solution?

Then read on…Does this sound familiar?

Time Consuming Administration

  • Offline or paper-based and manual processing
  • Poor assessment and reporting processes
  • Disconnected communication and finance systems

Poor Grantee Experience 

  • Clunky application experience
  • No platform for grantees too access, update, submit reports
  • Inconsistent communication internally and externally

Lack of Data Quality

  • Poor pipeline management and oversight
  • Limited visibility on fund expenditure and coverage
  • No clear insight into grantee outputs and impact

Grant Exchange Features

Check out the range of features available in our grant management solution below to meet the needs of Trusts and Foundations and the range of outcomes that our clients shout about.

Integrated Grantee Database

Benefit from a 360 view of your grantees to communicate, track grants and services delivered and payments made to them.

  • Online applications
  • Assessment management
  • Payment tracking
  • Impact reporting
  • Increased efficiency
  • Improved grant turnaround
  • Greater data visibility

Online Grantee Community

Empower your grantees with self-service capabilities, access to searchable knowledge, discussion groups and directories.

  • Branded portal for grantees
  • Self-service applications
  • Discussion groups and online directory
  • Online reporting
  • Improved engagement
  • Improved transparencey
  • Improved customer service

Internal Departmental Efficiency

Improve business processes between grant making, finance and comms to streamline internal processes and customer service.

  • Integration with online financial PSPs
  • Integration with accounting software
  • Integration with E-marketing tools
  • Templates for 360 Giving
  • Improved financial intelligence
  • Improved impact intelligence
  • Improved efficiency

Need a Grant Management implementation?

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What are your customers say..

“Economic Change are quick to understand our unique needs by providing excellent tailored solutions, that have helped to seamlessly improve and streamline our business processes. They have always worked closely with our team, to ensure we have a solid understanding of the system, and so that we can manage future changes and updates ourselves. Friendly, honest and always quick to respond – I would recommend any organisation to work with Economic Change!”

Margaret Adjaye, Director of Delivery and Learning

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“Moving our grant application process and management process online has improved our efficiency and administration to support the team and grantees. Economic Change had a very good understanding of the needs and challenges facing an organisation of our size due to their own experience in the sector and having worked on similar projects previously.Overall I must say I am very happy and impressed with how the project has turned out and would have no hesitation recommending this partner for similar projects in future. Thank you!”

View Success Story

“The Salesforce implementation enabled us to have a single overview of the full range of grants we had made and how we were working with community businesses across the country. It tied together the details needed for our finance team with information on social impact and contextual information on the places our funds were reaching.Economic Change guided us through the thinking of what processes and structures needed to be in place to enable that.”

David Chater,
Head of Funds

View Success Story

Full overview of our grant management solution

Our Grant Exchange solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full grantee experience. .

Features

Standard
Optional
Lead Management
Contact Management
Household/Account Mgmt
Activity Management
Communication Tools
Opportunity Management
Engagement Levels
Campaign Management
Reports and Dashboards
Mobile Access
Workflows and Approvals
Multi-currency/locales
Duplicate management
Online Application Tool
Assessor Portal
Grantee Management
Financial Tracking
Support Tracking
Contract Automation
Grantee Community
Online Impact Reports
Grantee Directory
Grantee Location Map
Grantee Help Desk
Advanced Analytics
Online Knowledge Area
Integrated E-marketing
Integrated Event Management
Integrated Financial Systems
360 Giving Template

Our Partners

We work with a number of technical partners to bring our grant managemnent solution to life.

Salesforce

Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support grant management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Grant Management Solution for clients.

Form Assembly

Form Assembly offers a integrated online form experience for application forms, due diligence checks, impact reports etc. The forms can be presented by email, presented on web, or embedded within Salesforce communities to intuitively capture or present information given by grantees and connect the dots within the system to give a 360 view.

Docusign

Docusign can be integrated with Salesforce to support the merge of relevant information to automate  contract creation and capture e-signatures with grantees and partners quickly and easily. With audit trails pulling information back into Salesforce to support compliance requirements.

Our Customers
love what we do

Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.

Read our Success stories

“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”

RSPCA Norwich

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change worked very closely with us,was very approachable and was excellent at explaining things in a way that we could easily understand. Their help was much appreciated by our team and the wider organisation who have been impressed at how we are starting to implement what we have learnt. ”

Plunkett Foundation

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”

Entelechy Arts

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren't implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”

The Care Workers Charity

Salesforce Verified


This review is provided to Salesforce by the customer in a project satisfaction survey.

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