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.

Foundations

Comparing and Selecting the Right Salesforce Grant Management System

Apr 16, 2024

Planning, preparation and strategy will help organizations choose the right Salesforce grant management system to meet their needs.

Salesforce Managed Services for Your Nonprofit or Foundation

Feb 20, 2024

Whether you need a temporary Salesforce Admin to fill a gap or want to train and support a new Admin hire, our team of experts is ready to help you develop a solution that matches your needs.

How to Prepare for the Transition from foundationConnect

Dec 1, 2023

North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.

Takeaways from the September CRM Leadership Roundtable

Oct 13, 2023

A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.

Takeaways from the June CRM Leadership Roundtable

Aug 15, 2023

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

May 30, 2023

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 New Salesforce Implementation

May 2, 2023

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

Mar 29, 2023

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.

Salesforce Launches Nonprofit Cloud: What This Means for Your Organization

Mar 15, 2023

Earlier this week, Salesforce announced they are launching Nonprofit Cloud, their new product offering for nonprofits, available now. While we can’t...