Staff turnover can be tough, but with planning and preparation you can ensure a smooth transition for the incoming Salesforce Admin.
Resources
We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.
Foundations
Project Managers are Key to a Successful Salesforce Implementation
When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.
Outsourcing Salesforce Administration Services Can Improve Data Management
For some organizations, hiring an outside consultant to handle Salesforce Administration is an important step towards better data management.
When Planning for a Salesforce Implementation, Keep the End Goals in Mind
When planning for a new Salesforce CRM implementation, it’s important to build the solution with the end goals in mind.
Five Best Practices for CRM Change Management and User Adoption
Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.
Comparing and Selecting the Right Salesforce Grant Management System
Planning, preparation and strategy will help organizations choose the right Salesforce grant management system to meet their needs.
Salesforce Managed Services for Your Nonprofit or Foundation
Whether you need a temporary Salesforce Admin to fill a gap or want to train and support a new Admin hire, our team of experts is ready to help you develop a solution that matches your needs.
How to Prepare for the Transition from foundationConnect
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
Takeaways from the September CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
Takeaways from the June CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
Learn about Grants Management with Salesforce + Outbound Funds Module
Learn how Foundations manage the full grant lifecycle in Outbound Funds Module, the most widely used Salesforce-based Grant Management System.
How to Prepare for a New Salesforce Implementation
Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.