Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.
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.
Salesforce Donor Management
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...
Tips for Migrating from NGO Connect to Nonprofit Success Pack
The first thing to do when planning for the move from NGOC is to create a vision for where you want to be in the future.
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.
Is Automation the Answer to All My Problems?
Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.
What do dinner, process definition, and Salesforce have in common?
We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the...
Ensure Continuity for Salesforce Users with the Summer ’20 Release
This post details critical Salesforce updates that users should be aware of to ensure continued functionality.
Homeless Children’s Playtime Project: High-Functioning Salesforce Solution for a Smaller Organization
A Salesforce solution helped nonprofit Playtime Project to leverage technology to manage their development processes.
Rehabilitating Salesforce and Integrating Peer to Peer Fundraising to Impact More Lives
We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.
Breaking Down Data Silos at the Center for Strategic and International Studies
We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.
A CRM System to Engage and Empower Women-International Center for Research on Women
Like many nonprofits, ICRW had multiple data silos and getting all their data in one place was a time consuming, mostly manual process.
Nonprofit Success Pack Supports Orgs of All Shapes and Sizes
We work with nonprofits to implement the Nonprofit Success Pack (NPSP) for donor management.