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.

Strategic CRM Governance

When Planning for a Salesforce Implementation, Keep the End Goals in Mind

Aug 8, 2024

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

Jul 30, 2024

Detroit Housing Network’s Salesforce + HomeKeeper platform supports work of affordable housing network organizations.

Five Best Practices for CRM Change Management and User Adoption

Jun 27, 2024

Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.

Salesforce Managed Services for Your Nonprofit or Foundation

Feb 20, 2024

Whether you need a temporary Salesforce Admin to fill a gap or want to train and support a new Admin hire, our team of experts is ready to help you develop a solution that matches your needs.

How to Prepare for the Transition from foundationConnect

Dec 1, 2023

North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.

Takeaways from the September CRM Leadership Roundtable

Oct 13, 2023

A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.

New Grant Management System Improves Workflows for the Bush Foundation

Aug 31, 2023

The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible grant management system.

Takeaways from the June CRM Leadership Roundtable

Aug 15, 2023

A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.

How to Prepare for a New Salesforce Implementation

May 2, 2023

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

Mar 29, 2023

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.