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

Mar 23, 2020

This post details critical Salesforce updates that users should be aware of to ensure continued functionality.

Mar 18, 2020

Collaborative CRM meetups are a chance for leaders, staff and others to share resources and best practices around CRM management.

Feb 7, 2020

Salesforce administrators are technically savvy self-starters who are motivated to learn and excited about taking on new challenges.

Dec 13, 2019

Outbound Funds Module is a flexible, scalable grant management solution suitable for nonprofits and foundations.

Dec 11, 2019

The Green Infrastructure Leadership Exchange is a community network seeking to accelerate green stormwater infrastructure implementation.

Aug 30, 2019

Outbound Funds Module built on the Salesforce platform is a flexible grant management solution for nonprofits and foundations.

Jun 14, 2019

This post continues our deep dive with single-Salesforce Collaborative CRM with recommendations for smoothing the path to success.

Jun 4, 2019

With Collaborative CRMs, organizations are empowering networks of nonprofits to increase performance and improve collaboration at all levels.

Apr 19, 2019

The North Peak team created a plan to produce a single, cohesive CRM solution, designed and built on Salesforce.

Sep 28, 2018

A Salesforce solution helped nonprofit Playtime Project to leverage technology to manage their development processes.

Sep 11, 2018

Collaborative CRM platforms help nonprofits and chapter organizations align and collaborate with a shared data model.

Aug 6, 2018

Outbound Funds Module, a flexible Salesforce grant management solution, has officially launched and is now available to use.