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...

Data Quality & User Adoption – Part 3 of 3: Tackling Data Quality & User Adoption Issues

In our first installment of this series, we talked about why data quality and user adoption matter for the long-term health and success of your CRM, and your organization. In the second, we outlined steps to creating a solid strategy for high quality data and strong...