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.

Jan 11, 2022

Creating powerful CRMs and setting up clients for long-term success is at the core of everything...

Oct 29, 2021

Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means...

Sep 29, 2021

Foundations can leverage the full power of the Salesforce platform to create grants management systems that are tailored for their needs.

Aug 18, 2021

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.

Jul 20, 2021

Outbound Funds Module helps grantmaking organizations manage grants and the distribution of other types of funds.

Jul 14, 2021

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

Jul 13, 2021

Implementing Salesforce to manage CRM needs has helped nonprofit Women for Women International manage their donors and programs efficiently.

Mar 12, 2021

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

Feb 4, 2021

Nonprofit Dreamin events are led by and tailored for the Salesforce community. The events are global in nature and open to everyone.

Jan 8, 2021

Outbound Funds Module is a flexible, customizable product that helps foundations and grantmaking nonprofits meet their philanthropic goals.

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...