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
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...
Collaborative CRM December Meetup Recap
December 2021, North Peak hosted our quarterly meetup for organizations managing, implementing, or considering shared CRM solutions– Collaborative CRMs. At these meetups, a group of nonprofit executives and Salesforce admins, developers, and consultants discuss their...
Hiring a Salesforce Admin
Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And the Admin skillset is often unique among existing staff and so, difficult to evaluate. We’re answering the common...
Tips for Migrating from NGOC to NPSP
'Salesforce has officially announced that they will be retiring NGOC on January 31, 2023, and organizations using NGO Connect will not have access to its functionality from January 31, 2023 onwards. If you are wondering what actions you can take in your organization...
Success Stories
Breaking Down Data Silos at CSIS
The Center for Strategic and International Studies (CSIS), a highly respected Washington D.C. – based think tank established over 50 years ago. It’s a bipartisan, nonprofit public policy research institution dedicated to analysis and policy impact. The organization...
Forefront- Renewing a Membership Organization
About Forefront is an Illinois-based membership association for nonprofits, philanthropy, public agencies, advisors, and other groups. The organization provides education, advocacy, thought leadership, and project management services to around 1,100 members as well as...
Empowering a Network of Philanthropy-United Philanthropy Forum
United Philanthropy Forum (the “Forum”) is a national nonprofit serving regional philanthropy membership organizations, with the goal of facilitating effective philanthropy that strengthens communities and improves lives. The organization serves a complex network of...
A CRM System to Engage and Empower Women-International Center for Research on Women
No woman or girl can reach her full potential if her basic right to a healthy, safe life isn’t honored. To this end, ICRW has been the world’s premier applied research institute focused on women and girls for almost four decades. The organization uses evidence-based...
After-School All-Stars Scales Fundraising Efforts
After-School All-Stars is a nonprofit that provides comprehensive after-school programs that keep children safe and help them succeed in school and life. Founded in 1992, ASAS serves more than 75,000 low-income, at-risk youth in 16 major cities across the U.S....
Resource Library
Learn more about Outbound Funds Module with these resources!