Project Managers are Key to a Successful Salesforce Implementation

As a consulting firm we’ve completed hundreds of Salesforce implementations, and this experience has shown us that when a client has a dedicated project manager in place, the implementation runs more smoothly and is more likely to be completed on time and within...

Outsourcing Salesforce Administration Services Can Improve Data Management

For some nonprofits and foundations, hiring an outside consultant to handle Salesforce Administration is an important step towards better data management. In this blog post we explore what it looks like to bring in a consultant to provide administrative services, and...

When Planning for a Salesforce Implementation, Keep the End Goals in Mind

Whether you’re planning a new Salesforce implementation or have an existing instance that you’re building on or redeveloping, establishing clear, measurable goals and a realistic timeline at the outset will help you stay on budget and ensure that the final solution...

Salesforce + HomeKeeper Improves Service Delivery for Detroit Housing Network

In the wake of the COVID-19 pandemic, North Peak began to field more requests from housing support agencies seeking assistance with data strategy and database implementation. Through the American Rescue Plan Act (ARPA), Congress invested significantly to increase...

Five Best Practices for CRM Change Management and User Adoption

Change management and user adoption are essential for the success of a new CRM implementation. Unfortunately, those elements often get overlooked, and organizations then find themselves struggling to maintain their new database. In this blog post we’ll share five...