We use paper form for the application form, Airtable and Google docs for evaluation infrastructure (making decisions on what we want to fund) along with many Airtable and zapier automations. EV then uses some combination of salesforce, xero etc. to conduct due diligence, make the payment to the grant recipients etc.
My impression is that we are pretty Salesforce reliant on the grant admin side, and moving away from this platform would be very costly. We are not salesforce reliant at all on the evaluation side.
We don’t have any internal tooling for making botecs, people tend to use whatever system the like for this. I have been using squiggle recently and quite like it though I do think it’s still fairly high friction and slow for me for some reason.
We use paper form for the application form, Airtable and Google docs for evaluation infrastructure (making decisions on what we want to fund) along with many Airtable and zapier automations. EV then uses some combination of salesforce, xero etc. to conduct due diligence, make the payment to the grant recipients etc.
My impression is that we are pretty Salesforce reliant on the grant admin side, and moving away from this platform would be very costly. We are not salesforce reliant at all on the evaluation side.
We don’t have any internal tooling for making botecs, people tend to use whatever system the like for this. I have been using squiggle recently and quite like it though I do think it’s still fairly high friction and slow for me for some reason.