Resources
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Case Studies- How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process
Outbound Funds Module (OFM) helps organizations manage grants or the distribution of other types of funds. We recently spoke to three organizations using OFM to manage their grantmaking process. We wanted to know how they are using OFM, what pain points brought them...
Becoming Mighty: What small teams stand to gain with Salesforce & how to stack the odds in your favor
If you've worked on or with small teams considering Salesforce, you've probably heard a warning along the lines of, "yeah it's free... like a puppy." Salesforce, and any CRM, requires investment to customize, maintain, and become good at. Over the last decade(ish),...
Takeaways from an Organizer and Attendee at the First Nonprofit Dreamin
The inaugural Nonprofit Dreamin took place last week. For two days, 1300+ individuals from different parts of the world collaborated, learned, and networked with other nonprofit professionals in the Salesforce ecosystem. As someone relatively new to the Salesforce...
Filling In the GAP: Support User Adoption with Outbound Funds Module
Outbound Funds Module (OFM) is a flexible, customizable product that helps foundations and grantmaking nonprofit organizations meet their philanthropic goals. As foundations and nonprofits consider adopting OFM to manage their grantmaking efforts in Salesforce,...
Is Automation the Answer to All My Problems?
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...
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!