North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
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
The Role of a Salesforce Admin During and After Implementation
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 Admin
Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And...
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.
Becoming Mighty: What Small Teams Stand to Gain with Salesforce
Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.
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...
Salesforce Implementations and Relaunches
A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.
Collaborative CRM Meetup- April 2020 Recap
Collaborative CRM meetups are a chance for nonprofit leaders, staff, consultants and others to share ideas, resources and solutions for CRM practices.
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.
Collaborative CRM Meetup- March 2020 Recap
Collaborative CRM meetups are a chance for leaders, staff and others to share resources and best practices around CRM management.