North Peak helps nonprofits elevate the way they use CRMs. Well-designed, well-managed solutions help teams:

work more effectively

collaborate more

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.

Our Commitment

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

Care about client success, about North Peak’s mission, about each other, about yourself, and about the details

Teamwork

Work as a team: support each other to learn, grow, and make mistakes without fear.

High-quality

Produce high-quality strategic solutions.

Accountable

Be accountable to partners, clients, and coworkers. Make no assumptions, over-communicate, test and test again.

Share

Share knowledge and expertise with team members, clients, partners, and the community.

Evolve

Use creative, forward-thinking ways to evolve the efforts of clients, our organization, and the community.

Client Commitment

We have found projects are more likely to be successful when organizations invest in these areas.

Vision

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. 

 

Leadership

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.  

 

Resources

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. 

To learn more about what it’s like to work with us and how we can help your team meet your goals, reach out.

Start typing and press Enter to search