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
The Collaborative CRM Platform – Part 4 Single Salesforce Collaborative CRMs- Continued
This post continues our deep dive with single-Salesforce Collaborative CRM with recommendations for smoothing the path to success.
The Collaborative CRM Platform – Part 3 An Introduction to Single Salesforce Collaborative CRMs
With Collaborative CRMs, organizations are empowering networks of nonprofits to increase performance and improve collaboration at all levels.
Physicians for Human Rights- Revolutionizing the Asylum Program with Salesforce
The North Peak team created a plan to produce a single, cohesive CRM solution, designed and built on Salesforce.
You should go to a Salesforce.org Community Sprint
Sprints are events where the Salesforce nonprofit and educational communities come together to solve problems, answer questions, and build solutions.
Data Quality & User Adoption – Part 3 of 3: Tackling Data Quality & User Adoption Issues
Part 3 of our data quality series. How do you handle implementations when there are serious data quality issues?
Data Quality & User Adoption – Part 2 of 3: Making a Plan
It’s common for teams to feel overwhelmed when faced with the task of creating data quality and user adoption strategies.
The Critical Role of Executive Stakeholders and How their Support Drives CRM Success
An Executive Stakeholder with a strategic vision can lead data strategy initiatives that elevate teams to new levels of efficiency.
Data Quality & User Adoption – Part 1 of 3: Setting up your Organization for Long-term Salesforce Success
This series on data quality and user adoption offers best practices for building a roadmap to high quality data and strong user adoption.
Homeless Children’s Playtime Project: High-Functioning Salesforce Solution for a Smaller Organization
A Salesforce solution helped nonprofit Playtime Project to leverage technology to manage their development processes.
The Collaborative CRM Platform – Part 2
Collaborative CRM platforms help nonprofits and chapter organizations align and collaborate with a shared data model.
Outbound Funds Module – Launched!
Outbound Funds Module, a flexible Salesforce grant management solution, has officially launched and is now available to use.
Rehabilitating Salesforce and Integrating Peer to Peer Fundraising to Impact More Lives
We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.