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...
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...
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...
Ensure Continuity for Users & Critical Updates to Prepare for 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. ...
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