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.
OUR BLOG
A Holistic Approach to High-Functioning CRM and GMS Databases
North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
GreenWave: Designing a CRM for Transparency, Sustainability, & Scale
North Peak designed and implemented a Salesforce CRM that increased efficiency and streamlined processed for GreenWave.
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...
Hiring a Salesforce Admin
Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means...
Salesforce’s New Grants Management Solution: Outbound Funds Module
Foundations can leverage the full power of the Salesforce platform to create grants management systems that are tailored for their needs.
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.
How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process
Outbound Funds Module helps grantmaking organizations manage grants and the distribution of other types of funds.
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.
Women for Women International: Leveraging CRM to Help an International Team Work Smarter
Implementing Salesforce to manage CRM needs has helped nonprofit Women for Women International manage their donors and programs efficiently.
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.
Takeaways from an Organizer and Attendee at the First Nonprofit Dreamin
Nonprofit Dreamin events are led by and tailored for the Salesforce community. The events are global in nature and open to everyone.
Filling In the GAP: Support User Adoption with Outbound Funds Module
Outbound Funds Module is a flexible, customizable product that helps foundations and grantmaking nonprofits meet their philanthropic goals.