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.

Dec 19, 2022

North Peak’s Managed Admin Service helps Nonprofits and Foundations Succeed with Salesforce.

Dec 14, 2022

Last month we attended the annual TAG conference with the goal of connecting with foundations. We...

Nov 15, 2022

North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.

Jan 21, 2022

North Peak designed and implemented a Salesforce CRM that increased efficiency and streamlined processed for GreenWave.

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.