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

May 2, 2023

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.

Nov 15, 2022

North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.

Jul 14, 2021

Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.

Mar 12, 2021

North Peak worked with Chordoma on a strategic CRM transition to Lightning, Salesforce’s modern user interface.

Dec 9, 2020

Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.

Dec 9, 2020

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...

Nov 19, 2020

A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.

Nov 20, 2018

An Executive Stakeholder with a strategic vision can lead data strategy initiatives that elevate teams to new levels of efficiency.

Feb 9, 2017

We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.