When used to their full potential, Salesforce CRM and GMS tools become the institutional knowledge that staff use to build and sustain all critical stakeholder relationships.
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
Salesforce Launches Nonprofit Cloud: What This Means for Your Organization
Earlier this week, Salesforce announced they are launching Nonprofit Cloud, their new product offering for nonprofits, available now. While we can’t...
When is the Right Time for Salesforce Managed Services?
Salesforce Managed Services can be a good option for nonprofits and foundations who need help maintaining a Salesforce database.
A Holistic Approach to High-Functioning CRM and GMS Databases
North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
The Role of a Salesforce Admin During and After Implementation
Creating powerful CRMs and setting up clients for long-term success is at the core of everything we do at North Peak. When we’re working on a...
Hiring a Salesforce Admin
Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And...
Salesforce’s New Grants Management Solution: Outbound Funds Module
Foundations can leverage the full power of the Salesforce platform to create grants management systems that are tailored for their needs.
How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process
Outbound Funds Module helps grantmaking organizations manage grants and the distribution of other types of funds.
Becoming Mighty: What Small Teams Stand to Gain with Salesforce
Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.
A Strategic Salesforce CRM Lightning Transition with Chordoma Foundation
North Peak worked with Chordoma on a strategic CRM transition to Lightning, Salesforce’s modern user interface.
Filling In the GAP: Support User Adoption with Outbound Funds Module
Outbound Funds Module is a flexible, customizable product that helps foundations and grantmaking nonprofits meet their philanthropic goals.
Outbound Funds Module is a Salesforce Grant Management Solution
The power of Outbound Funds Module is that it was built by the community, for the community, as a simple grant management solution.