Nonprofits, foundations, and grantmakers have made great strides in using technology to advance their missions in the past decade. If your organization has been using the Salesforce Nonprofit Success Pack (NPSP), you already have a solid foundation for managing donor relationships, grantmaking, and fundraising.

But as the scale of your operation, your needs grow. It’s time to take the next step.

Salesforce Nonprofit Cloud offers an upgraded, unified platform built specifically to support complex nonprofit operations—including grantmaking. It’s more than a system change; it’s an opportunity to transform how your team works, collaborates, and delivers impact.

At ImagineCRM, we specialize in helping grantmakers, foundations, and nonprofits transition from NPSP to Nonprofit Cloud—strategically, seamlessly, and with long-term success in mind

What Is Salesforce Nonprofit Cloud?

Salesforce Nonprofit Cloud builds on the strong base of NPSP, but introduces a modern data model, advanced automation, and a 360° view of your organization’s relationships, funding, and impact.

It brings together tools for:

Fundraising and donor management
Volunteer engagement
Program and case management
Grantmaking and funding lifecycle
AI-powered insights and automation via Agentforce

For organizations involved in grantmaking, Nonprofit Cloud delivers a dedicated experience that supports the full funding journey—from publishing opportunities and reviewing applications to disbursing funds and tracking impact.

The Benefits of Nonprofit Cloud for Grantmakers

Nonprofit Cloud for Grantmaking simplifies the funding lifecycle, improves the grantee experience, and combines all your operations on a single platform.

Here’s a breakdown of the key benefits:

1. Streamlined Grantmaking Process

Simplified Applications
Create user-friendly grant applications and self-service portals, making it easy for applicants to find and apply for funding.
Centralized Program Oversight
Manage all funding programs from one place—from initial opportunity to final evaluation—reducing siloed tools and manual effort.
Automated Workflows
Speed up internal processes with automated eligibility checks, proposal reviews, approvals, and disbursement scheduling.
Improved Collaboration
Foster better communication between internal teams and external grantees, enabling faster, more transparent decision-making.

2. Improved Grantee Experience

Collaborative Proposal Tools
Allow grantees to co-edit submissions, upload documents, and receive real-time updates through a secure portal.
Stronger Relationships
Maintaining a 360° view of every grantee’s journey, interactions, outcomes, and feedback builds long-term trust and engagement.
Transparent Communication
Keep applicants informed with built-in tools for milestone tracking, progress updates, and feedback sharing.

3. Better Tracking, Reporting, and Outcomes

Outcome-Focused Reporting
Track KPIs, milestones, and grantee reports tied to each funding program so you can clearly see your impact.
Real-Time Dashboards
Access up-to-date data on grant cycles, fund utilization, and program outcomes—no more waiting for manual reports.
Audit-Ready Compliance
Ensure full traceability of funding decisions, payments, and reporting—ideal for audits, internal reviews, and funder reporting.

4. A Unified Platform Built for Scale

Replace disconnected spreadsheets, tools, and email threads with a single source of truth.
Connect your grantmaking to the rest of your organization—fundraising, programs, marketing, and impact reporting.
Unlock AI-powered insights and automation with Agentforce, which helps nonprofits work smarter.

Thinking About Migrating from NPSP?

The shift to Nonprofit Cloud introduces a more advanced data model, new relationship tracking options, and powerful automation.

But migrating doesn't have to be complicated.

At ImagineCRM, we help you approach the move with clarity and confidence. Our strategy focuses on three essential pillars:

1. User Adoption

We guide your staff through the transition with hands-on training, discovery workshops, and custom user stories. Our approach ensures your team feels empowered—not overwhelmed—by the change.

2. System Integration

We assess your existing systems, tools, and AppExchange apps to ensure compatibility. If anything needs replacing or improving, we’ll guide you through that, too.

3. Data Migration

We handle the heavy lifting of moving and transforming your data into the new Nonprofit Cloud structure—securely, accurately, and with minimal disruption.

“Moving to Salesforce Nonprofit Cloud + Grantmaking isn’t just a tech upgrade, it’s a mission accelerator for grantmakers ready to scale their strategy. It brings everything—applications, approvals, disbursements, and impact reporting—into one unified platform. The real win? You spend less time on admin and more time funding what matters. For foundations looking to grow their reach and improve transparency, this is the smartest next step.” - Denise Carbone, Director of Delivery, ImagineCRM

Let ImagineCRM Help You Understand What’s Next For Your Team:

Nonprofit Cloud gives your organization the tools to go further—streamlining operations, improving transparency, and deepening relationships with the people and partners who power your mission.

At ImagineCRM, we’re here to help you get there. Contact Us to explore how we can support your move to Salesforce Nonprofit Cloud for Grantmaking.

Modernising Grantmaking: What You Need To Know About Moving To Salesforce’s Nonprofit Cloud