Branded Grant Applications at Scale for Heart of Bucks

Grant applications did not land cleanly in Salesforce. Staff had to manually match submissions to the correct accounts and complete missing information, adding an extra step to every application.

At the same time, Heart of Bucks needed to run multiple grant programs, including those for partner foundations, but couldn’t easily customize forms or branding across each one.

As application volumes grew, this made it harder to manage programs efficiently and deliver a consistent experience across them.

Titan Enterprise Suite replaced manual intake with structured, multi-step grant applications connected to Salesforce in real time.

Heart of Bucks builds fully branded application forms for each grant program and partner foundation, allowing every program to run with its own requirements and identity.

Applicants complete an eligibility check before submitting applications, with all data written directly to Salesforce. A copy of each application is automatically generated and sent to the applicant’s email address.

Grantees submit outcomes and supporting documents through Titan, while application summaries are automatically generated for decision-makers.

Manual Intake Eliminated: Grant submission data automatically drops into Salesforce, removing a full manual step per application and allowing staff to move directly into assessment without re-keying data.

Invalid Grants Declined Early: Pop-up notifications prevent applicants from submitting disqualifying responses, reducing the number of invalid applications entering the review process.

Expanded CRM Data: More structured data capture enables the creation of additional records and improves overall data visibility.

Salesforce-Ready Data: Validation checks ensure accurate, structured data at the point of submission, reducing the need for follow-ups and manual corrections.

Application Copies Sent Automatically: A copy of each application is automatically generated and shared with the applicant, providing clear confirmation of what was submitted.

Customized Branding: Forms are tailored across different grant programs and partner foundations, allowing Heart of Bucks to support a wider range of initiatives.