Case Study

How We Automated Pairing Grant Recipients to Opportunities for a Non Profit

We worked with an environmental non profit to significantly decrease the time it took them to search their database of grant recipients to connect them to world-wide publicity and funding opportunities.

Results

About Environmental Non Profit

This non profit has been around for many decades and is honored around the world for the work it does to help individuals and teams better our global footprint. The impact of their funded recipients is changing lives and improving the ecosystems all over the world.

Why they needed us

We were tasked with organizing the top grant receiving candidates in a database for easy categorizing and searching. At the time, the non-profit was using Salesforce as a corporate CRM and database.

However, it was difficult to quickly filter top candidates and connect them to potential awards, speaking engagements, and grants.

When they hired us, it was for data-entry to do the manual work for them so that their team could focus on more mission-critical work.

The Goals

Have us research world-wide opportunities in the fields of environment and humanitarian funding and PR to match them to their top grant candidates. They had hoped to get this done in a month.

The Solution

We introduced Airtable to the non-profit’s team, a cloud-based spreadsheet software. With Airtable, we created a database of their top candidates for grants and another database of awards and media exposure opportunities.

From there, it was possible to link candidates automatically with awards or opportunities based on pre-determined criteria without manually combing through the list and cross-referencing awards and media opportunities.

The non-profit took the system we created and implemented the same process in Salesforce – it is now being used across the organization, and they are able to generate a list of recommended candidates in seconds, with minimal upkeep requirements and time load for the team.

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