TBED community shares benefits, challenges of using Salesforce for grant management and reporting

In a webinar last week, staff from BioSTL and SSTI shared their organizations’ use of Salesforce for grant management and reporting. It facilitated a lively discussion among the more than 100 attendees about technical and practical challenges and solutions for the platform. The presentation and recording are now available here. In a poll last year, participants in the Tech-based Economic Development (TBED) Community of Practice identified Salesforce as the most commonly used customer management system (CMS) in the field (followed by Excel and with HubSpot and Microsoft Dynamics as other common solutions). SSTI previously shared a demonstration of AirTable’s use for managing TBED initiatives and seeks organizations willing to discuss other platforms. To volunteer your experience or to get more information about the TBED Community of Practice, contact tbedcop@ssti.org.

This article was prepared by SSTI using Federal funds under award ED22HDQ3070129 from the Economic Development Administration, U.S. Department of Commerce. The statements, findings, conclusions, and recommendations are those of the author(s) and do not necessarily reflect the views of the Economic Development Administration or the U.S. Department of Commerce.