Resources

We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.

Our Blog

North Peak Solutions: A Holistic Approach to High-Functioning CRM and GMS Databases

Let’s get the uncomfortable facts out right away: Times have changed. As a nonprofit or foundation, having high-functioning database technology for CRM (Constituent Relationship Management) and GMS (Grant Management Systems) is no longer “a nice-to-have,” rather it is...

GreenWave: Designing a CRM for Transparency, Sustainability, & Scale

GreenWave (GW) trains and supports regenerative ocean farmers in the era of climate change. Their polyculture farming system grows a mix of seaweeds and shellfish that require zero inputs—making it the most sustainable form of food production on the planet—while...

The Role of a Salesforce Admin During and After Implementation

Creating powerful CRMs and setting up clients for long-term success is at the core of everything we do at North Peak. When we’re working on a project, we don’t just think about how it will turn out, we think about how it will be sustained. That’s why we take the time...

Collaborative CRM December Meetup Recap

December 2021, 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, developers, and consultants discuss their...

Hiring a Salesforce Admin

Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And the Admin skillset is often unique among existing staff and so, difficult to evaluate. We’re answering the common...

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Success Stories

Women for Women International: Leveraging CRM to Help an International Team Work Smarter

North Peak worked with Women for Women International (WfWI) to migrate them from an NGO Connect + Salesforce-based CRM to an NPSP + Salesforce-based CRM. In two phases, we designed an NPSP-based solution for the internal team, integrated solutions for online donations, email marketing, and ecommerce.

A Strategic Lightning Transition with Chordoma Foundation

North Peak has been working with the Chordoma Foundation since 2017 when we moved them off the now-retired Common Ground package and onto the Nonprofit Success Pack (NPSP). The organization works to improve the lives of those affected by chordoma by funding research,...

Green Infrastructure Leadership Exchange- A Strong CRM Foundation to Grow Membership, Grant Program

The Green Infrastructure Leadership Exchange (Exchange) is a practitioner network that supports communities seeking to accelerate green stormwater infrastructure implementation The Exchange came to North Peak with thoughtful plans for their future. Even though their...

Physicians for Human Rights- Revolutionizing the Asylum Program with Salesforce

Since 1986, Physicians for Human Rights (PHR) has used the science of medicine to document and advocate against mass atrocities and severe human rights violations. The team has had amazing success, including sharing in the 1997 Nobel Peace Prize for their leading role...