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.
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
North Peak designed and implemented a Salesforce CRM that increased efficiency and streamlined processed for GreenWave.
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...
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...
Case Stories
Homeless Children’s Playtime Project: High-Functioning Salesforce Solution for a Smaller Organization
A Salesforce solution helped nonprofit Playtime Project to leverage technology to manage their development processes.
Chordoma Foundation- Rehabilitating Salesforce and Integrating Peer to Peer Fundraising to Impact More Lives
We worked with the Chordoma Foundation to migrate their Salesforce instance and implement new donation and fundraising solutions.
Breaking Down Data Silos at the Center for Strategic and International Studies
We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.
Forefront- Renewing a Membership Organization
Nonprofit Forefront excelled at providing services but the organization struggled with membership engagement and retention.
Empowering a Network of Philanthropy-United Philanthropy Forum
United Philanthropy Forum implemented a series of Salesforce managed packages distributed to 27 regional affiliates got program management.
Outbound Funds Module
Learn more about Outbound Funds Module with these resources!