Tips for Migrating from NGO Connect to Nonprofit Success Pack

‘Salesforce has officially announced that they will be retiring NGOC on January 31, 2023, and organizations using NGO Connect will not have access to its functionality from January 31, 2023 onwards. If you are wondering what actions you can take in your...

Becoming Mighty: What Small Teams Stand to Gain with Salesforce

Becoming Mighty: What Small Teams Stand to Gain with Salesforce If you’ve worked on or with small teams considering Salesforce, you’ve probably heard a warning along the lines of, “yeah it’s free… like a puppy.” Salesforce, and any...

A Strategic Salesforce CRM Lightning Transition with Chordoma Foundation

North Peak has been working with the Chordoma Foundation since 2017 when we moved them off the now-retired Common Ground package and onto the Nonprofit Success Pack (NPSP). The organization works to improve the lives of those affected by chordoma by funding research,...

Is Automation the Answer to All My Problems?

Automating work using technology sounds GREAT. And it can be! But it’s not always the right solution. Sometimes, it’s best to cross the stream where it’s shallowest.  What is process automation? Process automation is using technology (in this case, Salesforce) to...

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 steps is defining key processes. But many of the processes we follow at work are things we do without thinking, like making a cup of tea– we don’t need instructions, we...