Bring unity to how you manage your funding processes and add best-in-class CRM with SmartSimple Cloud for Salesforce® advanced capabilities for managing your complex administrative operations.
Vendor
SmartSimple Software
Company Website
SmartSimple Cloud for Salesforce® is an enterprise-ready solution that merges SmartSimple’s powerful process automation capabilities with Salesforce’s world-leading CRM platform. Designed for organizations with complex, compliance-heavy, or rigid operational processes, it enables seamless data synchronization and centralized relationship management across departments. This solution is ideal for enterprises and foundations already using Salesforce, offering a best-of-breed approach to digital transformation. It allows organizations to maintain full control over their administrative workflows while leveraging Salesforce for relationship tracking, all without compromising flexibility or agility.
Features
- Data Synchronization: Automatically sync contact and organization records between SmartSimple Cloud and Salesforce for a unified view.
- Customizable Process Management: Tailor SmartSimple Cloud modules to solve specific operational challenges while controlling which CRM data flows into Salesforce.
- Integrated Financial & Compliance Data: Pull verified financial data and 501(c)(3) statuses into workflows at any stage.
- Shared Relationship View: Create a centralized view of stakeholder interactions across departments.
- Reduced Manual Effort: Minimize ad hoc data requests, duplicate records, and manual uploads.
- Marketplace Integrations: Extend functionality with nearly 50 apps including GuideStar by Candid, LexisNexis, and DocuSign.
- Real-Time Budgeting: Enable live budgeting critical for research and grant models.
- Support & Training: Backed by responsive support and training resources for non-technical users.
Benefits
- Unified Operations: Combines SmartSimple’s automation with Salesforce’s CRM for seamless process and relationship management.
- Increased ROI: Avoid costly software overhauls with configuration-based technology.
- Scalability & Flexibility: Easily adapt to evolving organizational needs and integrate with other best-of-breed systems.
- Improved Collaboration: Shared data views and synced records enhance cross-departmental coordination.
- Enhanced Efficiency: Streamlined workflows reduce administrative burden and improve data accuracy.
- Mission Alignment: Helps organizations meet their strategic goals more effectively through tailored automation.