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...

Salesforce Implementations and Relaunches

The most common reason nonprofits come to North Peak is to launch a new CRM, whether for a team that’s never used a CRM system before or for a team that’s been working with an existing system that’s not suited for their needs. At North Peak, we follow a proven process...

Collaborative CRM Meetup- April 2020 Recap

Symphony for the Internal Salesforce Team In April 2020, North Peak hosted our quarterly meetup for organizations managing, implementing, or considering shared CRM solutions– Collaborative CRMs. At these meetups, a group of nonprofit executives and Salesforce admins,...

Ensure Continuity for Salesforce Users with the Summer ’20 Release

Ensure Continuity for Salesforce Users with the Summer ’20 Release In anticipation of changes coming with the Summer ‘20 Release, we are outlining actions admins can take to ensure continuity for users related to two critical updates.  Note: Salesforce announced in...

For Long-Term CRM Success, Invest in Your Salesforce Administrator- How to Set Up Admins for Success

Who is a Salesforce Administrator? Behind every effective system is a high-functioning administrator. This person is essential to the health and adoption of your Salesforce.  A Salesforce administrator is equal parts right- and left-brained. They blend soft-skills and...