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A U.K. charity overhauls its fund application & distribution processes with Jotform and Salesforce
Discover how a UK charity transformed its fund application process with Jotform and Salesforce integration. By streamlining workflows and eliminating inefficiencies, they now manage applications with ease, saving time and enhancing their impact on the communities they serve.
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Case study results at a glance
Submitted applications
175
Funding for local charities
$1 million
Collected votes
4,000
U.K. Charity
Industry:
Nonprofit
Company Size:
Medium
Use Cases:
Online forms, funding applications, collecting votes, membership applications
About
This nonprofit provides its community with a point of access to charities, social enterprises, volunteer organizations, and public social partnerships in the U.K. Funded by the government and its own social enterprises, the organization’s mission is to promote community growth and support by connecting volunteers from local organizations.
Challenge
In 2022, a UK charity faced a new government mandate to distribute funding to local communities, requiring the processing of hundreds of applications each year. With limited resources and lengthy forms, manual data entry into Salesforce was too time-consuming. The nonprofit also needed a way to engage the community in voting on which charities deserved funding, adding complexity to an already burdensome process.
Solution
The organization leveraged its existing Salesforce system, adding Jotform to streamline the process of capturing application data for funding. Jotform’s integration with Salesforce allowed the team to automate the submission process and display the data in easy-to-use dashboards. Additionally, Jotform was used for the voting process, enabling over 4,000 votes to be submitted, recorded, and processed automatically, saving significant administrative time.
Results
By using Jotform’s integration with Salesforce, the nonprofit was able to drastically reduce manual data entry, saving hours of administrative work. The system enabled them to efficiently handle nearly 4,000 voting forms and streamline the entire funding application process. This allowed the team to focus more on strategic initiatives, improving overall productivity and delivering faster, more transparent results to the community.
