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 we do at North Peak. When we’re working on a project, we don’t just think about how it will turn out, we think about how it will be sustained. That’s why we take the time...

Salesforce’s New Grants Management Solution: Outbound Funds Module

In 2020, Salesforce announced the addition of a product called Outbound Funds Module (OFM) to their suite of offerings and it changed the landscape of grants management solutions. OFM is free and open source, and it customizes Salesforce for foundations and other...

How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process

Outbound Funds Module (OFM) helps organizations manage grants or the distribution of other types of funds. We recently spoke to three organizations using OFM to manage their grantmaking process. We wanted to know how they are using OFM, what pain points brought them...

Filling In the GAP: Support User Adoption with Outbound Funds Module

Outbound Funds Module (OFM) is a flexible, customizable product that helps foundations and grantmaking nonprofit organizations meet their philanthropic goals.   As foundations and nonprofits consider adopting OFM to manage their grantmaking efforts in Salesforce,...

Outbound Funds Module is a Salesforce Grant Management Solution

We’re excited to share news of a huge accomplishment and new chapter for this community project: Outbound Funds is officially a Salesforce.org open-source product— the Outbound Funds Module!  If you’re not familiar with Outbound Funds, the first installment of this...