When it comes to big initiatives like a Salesforce implementation, the project manager is the glue that helps hold the project together.
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 Implementations
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.
Salesforce + HomeKeeper Improves Service Delivery for Detroit Housing Network
Detroit Housing Network’s Salesforce + HomeKeeper platform supports work of affordable housing network organizations.
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.
Is Salesforce Nonprofit Cloud Right for Your Organization?
Understanding your organizational values and needs will help you make the right decision when it comes to Salesforce’s Nonprofit Cloud CRM.
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.
Moving the Heckscher Foundation for Children to Outbound Funds Module for Grant Management
Heckscher Foundation for Children chose Outbound Funds Module for a streamlined grant management system that improves workflows and delivers positive results.
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.
New Grant Management System Improves Workflows for the Bush Foundation
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible 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.
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.