Toll Free: 866.239.0991

    Request Demo
    SmartSimple Platform3 for Salesforce®

    Platform3 for Salesforce®

    Harness the CRM power of Salesforce with Platform3’s advanced capabilities for managing your complex administrative operations

    Platform3 for Salesforce® is an enterprise-ready solution that combines the power of two best-of-breed cloud platforms – for an even better way to meet your mission. Bringing together SmartSimple’s flexible Platform3 to automate your complex administrative processes, and Salesforce CRM to manage all your relationships, you get the best of both platforms without compromise.

    SmartSimple’s Platform3 comes together with the world’s #1 CRM platform

    Platform3 for Salesforce® is the perfect solution to complement your organization’s use of Salesforce. Managing relationships with every stakeholder that your organization and its departments engage with is complex. This becomes even more of a challenge when data is siloed across multiple departments or systems, and constantly changes through highly unique or complex processes, such as grants management, research funding, and donor-advised funds.

    Sync your CRM data between Platform3 and Salesforce

    Sync your data across platforms for greater context and deeper relationships

    • Automatically keep all your contact and organization records up-to-date between SmartSimple’s Platform3 and Salesforce Cloud Platform
    • Create a shared view of every relationship your departments engage with, so everyone has the information they need without having to switch between platforms
    • Focus more on your work by dramatically reducing the number of ad hoc data requests, duplicate records, and manual uploads.
    Configurable dashboards within SmartSimple Platform3 for Salesforce®

    Platform3 for Salesforce® was built to give you full control over your process

    • Easily tailor Platform3 for Salesforce® and its suite of modules to solve your process challenges, with full control over what CRM data and metrics are passed into Salesforce
    • Give your team Platform3's advanced capabilities to manage processes the way they need without compromising how they prefer to work
    • Pull key data like financial information and 501(c)3 tax statuses from verified sources into Platform3 for Salesforce® at any stage of your process
    SmartSimple Platform3 for Salesforce® is ideal for enterprises and foundations

    Ideal for enterprises and foundations seeking best-of-breed technology

    • Platform3 for Salesforce® is perfect for organizations with well-defined, rigid or compliance-heavy processes that are already using Salesforce
    • Gain the agility and flexibility your teams need and easily configure your operational processes in Platform3 for Salesforce® as they evolve
    • Increase your ROI with Platform3's configuration-based technology by avoiding the costliness and riskiness of overhauling customized software 

    Connect Platform3 for Salesforce® with your other best-of-breed systems

    SmartSimple Platform3 for Salesforce® is a best-of-breed technology

    Organizations already are increasingly adopting a best-of-breed approach for digital transformation to unlock greater efficiencies and ROI. By selecting only the best technologies for an organization’s core functions and bringing them together, departments gain the control, agility, and resilience they need to accomplish their work with precision.

    As a best-of-breed technology, Platform3 for Salesforce® perfectly complements your use of Salesforce for CRM while enabling you to streamline your operations without compromising your processes. Let Salesforce and your ERP financial system do what they do best, and leverage the extreme flexibility of Platform3 for Salesforce® to transform your work for greater impact like few others can – no matter how complex or unique your goals may be.

    Join others leveraging the power of Platform3

    Extend Platform3 for Salesforce® even further

    SmartSimple’s Marketplace offers a host of apps and cloud services to extend Platform3 for Salesforce® even further, including GuideStar by Candid, LexisNexis, and DocuSign. Discover our nearly 50 apps all spanning a number of different categories from accounting solutions to online signatures.

    Discover more of our resources

    Platform3 Highly Ranked in Tech Impact’s Idealware 2020 Consumers Guide to Grant Management Systems
    How You Should be Managing Agreements & Contracts Now & After the Pandemic
    Is Your CSR Impact Reporting Agile Enough for What Lies Ahead?

    SmartSimple Platform3 for Salesforce®

    Get started with Platform3 for Salesforce®

    Schedule a personalized demo of Platform3 for Salesforce® to see how you can meet your mission more efficiently.