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 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.
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...
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.
A Collaborative CRM to Help Rebuilding Together Strengthen Communities
The Rebuilding Together team believed a shared CRM solution would get their network to a stronger, more sustainable place.
A Collaborative CRM to Help Rebuilding Together Strengthen Communities- Part 2
Rebuilding Together and affiliate organizations are seeing big wins with their Salesforce-based Collaborative CRM.
Outbound Funds Module is a Salesforce Grant Management Solution
The power of Outbound Funds Module is that it was built by the community, for the community, as a simple grant management solution.
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.
Outbound Funds Module New Release Details and Meet the Team
Outbound Funds Module is a flexible Salesforce-based grant management solution for nonprofits and foundations.
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.