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
Managed Administrative Service helps Nonprofits and Foundations Succeed with Salesforce
North Peak’s Managed Admin Service helps Nonprofits and Foundations Succeed with Salesforce.
Reflections on the Technology Association of Grantmakers (TAG) Annual Conference
Last month we attended the annual TAG conference with the goal of connecting with foundations. We wanted to learn more about how a Salesforce-based approach to CRM and GMS could help elevate and streamline the important work that foundations are doing every day. From...
A Holistic Approach to High-Functioning CRM and GMS Databases
North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
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...
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...
Chordoma Foundation- Rehabilitating Salesforce and Integrating Peer to Peer Fundraising to Impact More Lives
Rehabilitating Salesforce and integrating peer to peer fundraising in order to impact more lives
Resource Library
Learn more about Outbound Funds Module with these resources!