In the evolving landscape of philanthropy, a client focused on planetary health faced challenges managing their grant application process efficiently. They approached The CRM Firm (CRMF) in January 2023 to streamline operations, as their existing system relied on disconnected tools like Microsoft Word and Excel, leading to inefficiencies and errors. CRMF conducted a comprehensive assessment and built a centralized Grant Application Hub using Salesforce, enhancing security, data management, and user experience. Within four months, the new system transformed the client’s grant management process, enabling them to deploy funds more effectively and support innovators in Food & Agriculture, Climate & Energy, Oceans, and Community sectors.
