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
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...
What do dinner, process definition, and Salesforce have in common?
We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the processes we follow at work are things we do without thinking, like making a cup of tea– we don’t need instructions, we...
Salesforce Implementations and Relaunches
The most common reason nonprofits come to North Peak is to launch a new CRM, whether for a team that’s never used a CRM system before or for a team that’s been working with an existing system that’s not suited for their needs. At North Peak, we follow a proven process...
Success Stories
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Resource Library
Learn more about Outbound Funds Module with these resources!