4 Ways FormAssembly’s Salesforce Connector Can Benefit Your Nonprofit Organization

Article by Frazer Lewis : Date posted: 28th June 2017

Chances are, if you’re reading this blog post, you’re one of the thousands of nonprofits that also use Salesforce. And why would you not? Salesforce allows nonprofits to collect and manage information on program participants, volunteers, and other constituents and, with the right tools and connectors, provides a way to gather data and measure the […]

What does digital transformation mean to you and your social purpose organisation?

Article by Frazer Lewis : Date posted: 24th November 2016

Our take on digital transformation and what it means in a social purpose organisation Digital Transformation is a popular phrase these days, especially in not for profit (or social purpose) organisations. But what does it actually mean? Almost certainly different things to different people. We have taken a look back at the projects we have delivered over […]

7 Steps to CRM success for social purpose organisations

Article by Frazer Lewis : Date posted: 21st November 2016

Introduction Data is everywhere these days. We keep hearing that humanity has created more data in the past few years than in all of history. Suffice to say, there is an unimaginably large amount of data in existence. It’s growing every day and its growth is accelerating. From this vast mountain of data, not for […]

Grant application process: Capturing event feedback with low score alert

Article by Frazer Lewis : Date posted: 12th November 2016

Scenario Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation. In the last of five blog posts that illustrates how the […]

Grant application process: Invitation to onboarding event and RSVP form

Article by Frazer Lewis : Date posted:

Scenario Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation. In the fourth of five blog posts that illustrates how the […]

Grant application process: Confirming a successful application

Article by Frazer Lewis : Date posted:

Scenario Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation. In the third of five blog posts that illustrates how the […]

Grant application process: Online assessment form

Article by Frazer Lewis : Date posted:

Scenario Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation. In the second of five blog posts that illustrates how the […]

Grant application process: Online application form

Article by Frazer Lewis : Date posted:

Scenario Your organisation invites charities to apply for grant funding and the entire process of receiving, evaluating and responding to applications is hugely time consuming. You are tracking everything in spreadsheets and communicating by emails which are not accessible to everyone in the organisation. This is the first in a series of blog posts that […]

How to use FormAssembly to capture Application scores from Assessors

Article by Frazer Lewis : Date posted: 11th November 2016

Challenge You have captured all your Applications in Salesforce and now need to obtain scores from Assessors who don’t have a Salesforce login of their own. Solution An online Application Assessment form that records scores and comments and saves the responses straight into Salesforce linked to the relevant Application. Details Create a new object in […]

How to use FormAssembly to capture Declarations of Interest from school governors

Article by Frazer Lewis : Date posted:

Challenge You need to obtain Declarations of Interest from school governors and the exercise requires sending emails en masse, tracking and recording responses and sending chasers. In summary, highly time consuming Solution An online Declaration of Interest form that governors can complete with data saved straight into Salesforce. Chaser emails triggered manually or automatically to […]