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
New Grant Management System Improves Work Flows for the Bush Foundation
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible grant management system.
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.
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.
Success Stories
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.
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...
Resource Library
Learn more about Outbound Funds Module with these resources!