By Stuart Longley
#1: foundationConnect is built on Salesforce
foundationConnect is built 100% on Salesforce, incorporating the world’s greatest CRM to track relationships, strategic partnerships, consultants, and more. Salesforce’s infrastructure offers state-of-the-art security that is designed to meet the needs of organizations of all shapes and sizes, including 27,000 tax-exempt organizations who are using the platform.
#2: Reports with a click of a button
If you’re using Excel sheets to collect information, you know all too well that getting reports board-ready is a timely challenge. foundationConnect is a single database for all things grantmaking, letting you quickly review, condense, and summarize information stored in the system. A new feature of foundationConnect is a budget reporting tool that let you collect line items and instantly create grantee status reports with a click of a button that are easy to understand and share within the organization.
#3: Do more than just grantmaking
foundationConnect is not a point solution – it leverages a platform that can be utilized across the entire organization. By easily integrating apps from the Salesforce AppExchange, you can use it for project management, case management, accounting, fundraising, email marketing, human resources, fundraising and more.
#4: You don’t need technology experience
We know the thought of using the latest technology for your foundation can be pretty daunting. But to leverage foundationConnect, no technical experience is needed from your staff. In addition to providing customers with basic support we provide premium support, giving you access to technical services, and helping you need to maintain the solution and optimize its performance.
To learn more about foundationConnect, meet our team at TAG on November 9-12 in Los Angeles, CA.
If you’re a foundationConnect customer and attending this year’s TAG Conference, be sure to join our user group meeting on November 12. Contact us to learn more.
Stuart Longley Stuart joined the roundCorner team after several years with the Juvenile Diabetes Research Foundation. During his time there he enjoyed success in several departments including Development, Corporate Development, Operations, and CRM Operations. Today he works with organizations to realize the power of our solutions and to bring new clients onto the platform. Stuart graduated from Trinity College with a BA in Anthropology and is an avid fisherman.