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

Learn about Grants Management with Salesforce + Outbound Funds Module

Learn how Foundations manage the full grant lifecycle in Outbound Funds Module, the most widely used Salesforce-based Grant Management System.

Salesforce Implementation Improves Communication and Reporting for The Burn Institute

New Salesforce implementation for The Burn Institute nonprofit generates immediate results in programs and reporting.

How to Prepare for a Salesforce Implementation

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.

Salesforce: Tips on Staffing for Success

When used to their full potential, Salesforce CRM and GMS tools become the institutional knowledge that staff use to build and sustain all critical stakeholder relationships.

Salesforce Launches Nonprofit Cloud: What This Means for Your Organization

Earlier this week, Salesforce announced they are launching Nonprofit Cloud, their new product offering for nonprofits, available now. While we can’t say for sure what the reasoning behind this new product is, we can (relatively safely) assume that it comes from a...

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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...