Oct 30, 4:30 – 6:00 PM (UTC)
Salesforce Nonprofit User Group, Michigan, United States (Virtual)
The Michigan Nonprofit Salesforce User Group will have a virtual meeting on October 30, at 12:30pm Eastern. In this meet...
The Michigan Nonprofit Salesforce User Group will have a virtual meeting on October 30, at 12:30pm Eastern. In this meeting, Mary Crozier will join us to present a practical, outcomes-focused session on accelerating grant success with the Grants Content Kit (GCK). This demo-driven session will show how GCK streamlines the entire grant lifecycle—standardizing proposal components with pre-approved, reusable content; enabling real-time team collaboration; and reinforcing governance via Salesforce approval processes. You’ll see how to assemble grant applications from reusable blocks and sections, draft in a purpose-built grant editor, export polished PDFs, and extend your data model for tighter opportunity alignment. We’ll also explore adjacent use cases, including RFP responses, AI-assisted drafting, and auto-generating new submissions from prior wins—so your team can deliver higher-quality proposals in less time.
What you’ll learn:
- How GCK is installed and configured within your Salesforce environment
- Building proposals from reusable sections to standardize best-practice language
- Collaborative drafting, versioning, and approvals to maintain governance
- Exporting to PDF and Branding
- Aligning data structures to opportunities
- Leveraging RFP workflows, AI-assisted drafting, and rapid submission generation from past proposals
Speaker: Mary Crozier, CEO & Founder, Client Cloudcare. Bio: Mary is a seasoned Salesforce strategist and nonprofit technology advisor, leading a consultancy powered by military spouses and veterans. She specializes in implementing, integrating, and optimizing Salesforce to help mission-driven teams streamline operations, improve data quality, and scale impact.
Client Cloudcare
CEO/Founder
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