Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.
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Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.
Understanding your organizational values and needs will help you make the right decision when it comes to Salesforce’s Nonprofit Cloud CRM.
Planning, preparation and strategy will help organizations choose the right Salesforce grant management system to meet their needs.
Heckscher Foundation for Children chose Outbound Funds Module for a streamlined grant management system that improves workflows and delivers positive results.
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible grant management system.
New Salesforce implementation for The Burn Institute nonprofit generates immediate results in programs and reporting.
Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.
North Peak provides services for Nonprofits and Foundations to become and stay data-driven with a high-functioning CRM or GMS system.
Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.
North Peak worked with Chordoma on a strategic CRM transition to Lightning, Salesforce’s modern user interface.
Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.