Case Study: a grantmaking arts organization streamlines grant management with Idealist Consulting, Salesforce Foundation Connect, and Conga Composer

Arts Organization Grantmaking Foundation streamlines grant applications from 4-8 sources with Idealist consulting

An arts organization grantmaking foundation engaged Idealist Consulting to overcome challenges stemming from data silos, an unscalable manual communication process, and the need to integrate both grantmaking and fundraising functions. Their existing systems were disjointed, creating redundant work and preventing efficient management of their grant applications and recipient communications.

Idealist Consulting implemented Salesforce, Foundation Connect, and Conga Composer to create a scalable and automated solution. The results included significantly increased automated workflows, streamlined grant application management that compiled data from multiple sources, and improved communication with applicants. The vendor's solution made the foundation's day-to-day administrative work much easier.