Salesforce: Tips on Staffing for Success

Workflow databases like constituent relationship management (CRM) systems for Nonprofits and grant management systems (GMS) for Foundations are important business intelligence tools. In addition to amplifying the work of staff and improving experiences for...

When is the Right Time for Salesforce Managed Services?

Maintaining a Constituent Relationship Management (CRM) platform or Grant Management System (GMS) can be complicated and time consuming, especially if your team doesn’t have someone in place to fill the important role of Salesforce Administrator. Whatever the reason...

Managed Administrative Service helps Nonprofits and Foundations Succeed with Salesforce

Over the past 9 years, our goal as a Salesforce consulting firm has been to empower nonprofits and foundations to become and stay data-driven. We practice this through our implementation and enhancement services that provide relatively simple, easy to maintain...

A Holistic Approach to High-Functioning CRM and GMS Databases

Let’s get the uncomfortable facts out right away: Times have changed. As a nonprofit or foundation, having high-functioning database technology for CRM (Constituent Relationship Management) and GMS (Grant Management Systems) is no longer “a nice-to-have,” rather it is...

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...