North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
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North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
Creating powerful CRMs and setting up clients for long-term success is at the core of everything we do at North Peak. When we’re working on a...
Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And...
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.
Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.
North Peak worked with Chordoma on a strategic CRM transition to Lightning, Salesforce’s modern user interface.
Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.
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...
A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.
Collaborative CRM meetups are a chance for nonprofit leaders, staff, consultants and others to share ideas, resources and solutions for CRM practices.
This post details critical Salesforce updates that users should be aware of to ensure continued functionality.
Collaborative CRM meetups are a chance for leaders, staff and others to share resources and best practices around CRM management.