A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
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.
Nonprofits
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.
Salesforce Implementation Improves Communication and Reporting for The Burn Institute
New Salesforce implementation for The Burn Institute nonprofit generates immediate results in programs and reporting.
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.
Salesforce: Tips on Staffing for Success
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.
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.
Managed Administrative Service helps Nonprofits and Foundations Succeed with Salesforce
North Peak’s Managed Admin Service helps Nonprofits and Foundations Succeed with Salesforce.
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.
GreenWave: Designing a CRM for Transparency, Sustainability, & Scale
North Peak designed and implemented a Salesforce CRM that increased efficiency and streamlined processed for GreenWave.
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...