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...

Case Studies- How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process

Outbound Funds Module (OFM) helps organizations manage grants or the distribution of other types of funds. We recently spoke to three organizations using OFM to manage their grantmaking process. We wanted to know how they are using OFM, what pain points brought them...