Grant360 is a full life-cycle grant management solution built 100% natively on the world’s #1 CRM platform - Salesforce. It is a cloud-based, Software-as-a-Service (SaaS) solution built by Smartapps to address the challenges governments face across all phases of the grants management life-cycle. Whether you have a high number of small grants or a low number of high value grants, Grant360 provides the core functionality needed to manage your grant programs.
Grant360
A Full Life-Cycle Grant Management Solution
The Challenge
When it comes to effectively and efficiently managing grants, governments can face a complex and disjointed set of processes. From our experience problems include:
01
Trying to manage disparate systems and data sources
02
Inability to see a single view of grant recipients
03
Inability to track and manage grant stakeholders
04
Inconsistent grant and outcome reporting
05
Poor contract management
06
Lack of financial controls
07
No integration with financial systems
A Comprehensive Solution
Stakeholder Centric
Grant360 is built on the world’s #1 CRM platform – Salesforce providing your organisation with a 360 degree view of applicants, recipients and other grant stakeholders.
Financial Controls
Grant360 is designed to provide strong financial controls which are configurable depending on the needs of your organisation. Designed so that all data is retained and is auditable.
Highly Configurable
Grant360 is easily tailored to the unique dynamics of any agency’s grants management methodology. Many changes to the application can be made without technical knowledge.
Business and Process Driven
Grant360 is built on a robust automated work-flow, notification, and approval engine that reduces manual data entry, increases compliance, and improves accountability.
Data and Reporting Centric
Grant360 offers agencies a powerful business intelligence and reporting capability that enhances grant tracking and ultimately, overall program performance.
Cost Effective
Grant360 is built on the world’s #1 enterprise platform cloud platform–Salesforce, and offered on a subscription basis. That means no hardware costs and no platform upgrade costs.
Grant360 is a full lifecycle
grant management system
Key Grant Management Features
01
Program & budget management
02
Application & assessment processing
03
Manage grant agreements
04
Milestone & claim management
05
Manage formal & informal variations
06
07
08
09
10
Payment processing & reconciliation
Activity management
Online grants portal
Integration to corporate systems
CRM - Customer relationship management
Online grants portal
Integrated to corporate systems
• Fully custom branded
• Authenticated access
• Pre-populate user data based on authentication
• Define eligibility criteria
• Point and click form builder for simple and complex forms
• Can be used for forms, surveys, progress reports
• Ability to add attachments to form
• Save and return to form
• Back end workflow to accept forms and update internal records
• Forms can be created and submitted from any device
• No download, no setup, no technical skills required
Other Standard Features
Standard Features
• Bulk processing for high volume grant transactions
• Reports & dashboards
• Workflows & approval automation
• Highly customisable security settings via roles, profiles, sharing settings & permission sets
• Disaster recovery & backup solutions
• Comprehensive self-help & training modules
• Document generation (available in bulk)
• Data duplicate management
• Mobility (with limited offline capabilities)
• Social collaboration (via chatter)
Optional Features
• Non-grant processing (to manage facilitation programs)
• Evaluation / survey
• Marketing automation (mass email, SMS, etc)
• Event management
• Case management
• Knowledge base
• Additional partner community portals for external users
• Integration with other corporate systems
• Smart Maps geomapping tool
• Payment gateway
The latest figures
Applications submitted
Assessment records
$ Applied for
Milestones
Total $ contracted
Amount paid