This webinar from 2023 provides an overview + demo of how the Salesforce platform is being used by Foundations as a high-functioning CRM and Grants Management System using the Outbound Funds Module.

This brief 7-minute video showcases the backend of Outbound Funds Modules and how it is being used by Foundations as a high-functioning CRM and Grants Management System. Note that applicant, grantee and reviewer portals are not covered in this video.