Streamlining Grant Management and Enhancing Departmental Collaboration with Salesforce
Fahe is a membership-based nonprofit working to build thriving communities across Appalachia. Through a network of 50+ partners, Fahe advances affordable housing, education, health, and economic opportunity in some of the most underserved regions of the U.S. Their work blends finance, advocacy, and innovation to create lasting, systemic change.
The Challenge
Fahe managed critical activities across multiple departments, including grant applications, disaster relief coordination, and constituent engagement. However, fragmented processes and outdated user interfaces made it challenging to maintain visibility, respond promptly to community needs, and adapt Salesforce to evolving priorities.
Prior to partnering with Prolocity, the organization faced several challenges:
- Disconnected systems and layouts hindered user adoption and productivity
- Grant management workflows were underdeveloped and time-consuming
- Limited reporting capabilities reduced visibility into program performance
- Email integration and activity tracking lacked consistency
- Seasonal Salesforce releases created uncertainty around updates and compatibility
- Overall system adoption was low across teams, driven by a lack of cohesion, minimal onboarding, and a user experience that didn’t reflect how staff actually worked
To better serve their mission and optimize cross-team collaboration, Fahe required expert Salesforce administration and a partner who could proactively identify and execute impactful improvements.
The Solution
Nonprofit Cloud
Reports & Dashboards
Reports & Dashboards
Prolocity provided ongoing Salesforce support and strategic oversight through its PROserve managed services model. Over the course of the engagement, the Prolocity team delivered tangible solutions that aligned with FAHE’s priorities:
Key components of the solution included:
- Custom Grant Management Enhancements: Developed and iterated on custom fields, flows, and layouts to streamline grant tracking, review, and reporting.
- User Experience Optimization: Simplified page layouts, Lightning pages, and app navigation to promote ease of use and improve data entry accuracy.
- Automated Reporting: Built button-triggered reports for Account and Contact records, enabling quicker access to program insights and trends.
- Email and Activity Improvements: Refined activity management to ensure consistent logging, tracking, and visibility into constituent engagement.
- Release Management and Security Reviews: Managed Salesforce seasonal updates, performed health checks, and recommended system enhancements to keep the platform current and secure.
- Ongoing Project Management: Maintained momentum through bi-weekly client check-ins, internal roadmapping, and iterative refinement of tasks and priorities.
The Impact
Streamlined Grant Workflows
Improved User Adoption
Stronger Cross-Team Collaboration
Enhanced Reporting Visibility
With Prolocity’s trusted partnership, Fahe transformed Salesforce into a more intuitive, scalable, and mission-aligned platform. Daily workflows became faster and more user-friendly, while grant-related activities gained greater transparency and structure. A modernized user interface now supports broader adoption and smoother collaboration across departments. Streamlined grant workflows have reduced manual effort and improved data visibility, enabling staff to focus more on impact. Enhanced reporting capabilities deliver accurate, actionable insights that support strategic planning and decision-making.
Underlying these improvements is a stronger, more resilient infrastructure that accommodates future enhancements and ensures smooth seasonal updates. Prolocity’s ongoing support model continues to empower FAHE with responsive solutions and proactive guidance—laying a foundation for sustainable growth and deeper community impact.
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