North Peak helps nonprofits elevate the way they use CRMs. Well-designed, well-managed solutions help teams:
work more effectively
stay resilient in the face of turnover
gain actionable insights
Achieving success with a CRM project can be hard. To meet this challenge, we make commitments to our clients, ask commitments of them, and follow a proven process.
These are our values. We strive to them into action every day, in the way we work with clients and the greater Salesforce nonprofit community.
Care about client success, about North Peak’s mission, about each other, about yourself, and about the details.
Work as a team: support each other to learn, grow, and make mistakes without fear.
Produce high-quality strategic solutions.
Be accountable to partners, clients, coworkers, and industry partners. Make no assumptions, over-communicate, test and test again.
Share with the community: educate team members, clients, partners, and the community.
Use creative, forward-thinking ways to evolve the efforts of clients, our organization, and the community.
We have found projects are more likely to be successful when organizations invest in these areas.
Like any strategically important effort, CRMs need a clear vision. In addition to aligning the team on the CRM’s purpose, this vision defines project priorities and measures of success.
CRM projects are as much about people as they are about technology– it’s not just a tool, it’s a technique. People need to learn and practice a new way of working, which can require realignments in organizational culture and/or strategy. To ensure these changes are managed effectively, leadership teams actively participate in the effort.
Appropriate staffing is critical for long-term success with CRM. Even the best designed solution needs to be maintained and evolved. No matter an organization’s size, someone needs to be in charge of day-to-day CRM management and in charge of CRM strategy.