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
Salesforce Managed Services for Your Nonprofit or Foundation
Whether you need a temporary Salesforce Admin to fill a gap, want to train and support a new Admin hire, or need Advanced Support for an existing Salesforce instance, our team of experts is ready to help you develop a solution to match your organizational needs.
How to Prepare for the Transition from foundationConnect
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
Takeaways from the September CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
Takeaways from the June CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
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.
Case Stories
Moving the Heckscher Foundation for Children to Outbound Funds Module for Grant Management
Heckscher Foundation for Children chose Outbound Funds Module for a streamlined grant management system that improves workflows and delivers positive results.
New Grant Management System Improves Workflows for the Bush Foundation
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible 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.
GreenWave: Designing a CRM for Transparency, Sustainability, & Scale
North Peak designed and implemented a Salesforce CRM that increased efficiency and streamlined processed for GreenWave.
Women for Women International: Leveraging CRM to Help an International Team Work Smarter
Implementing Salesforce to manage CRM needs has helped nonprofit Women for Women International manage their donors and programs efficiently.
Outbound Funds Module
Learn more about Outbound Funds Module with these resources!