Heckscher Foundation for Children chose Outbound Funds Module for a streamlined grant management system that improves workflows and delivers positive results.
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.
Salesforce Implementations
How to Prepare for the Transition from foundationConnect
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
New Grant Management System Improves Workflows for the Bush Foundation
The Bush Foundation has seen almost immediate results with Outbound Funds Module, a flexible grant management system.
Salesforce Implementation Improves Communication and Reporting for The Burn Institute
New Salesforce implementation for The Burn Institute nonprofit generates immediate results in programs and reporting.
How to Prepare for a New Salesforce Implementation
Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce CRM.
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.
Becoming Mighty: What Small Teams Stand to Gain with Salesforce
Is Salesforce worth the investment for small orgs? We explore that question here. Spoiler: we believe it absolutely is.
A Strategic Salesforce CRM Lightning Transition with Chordoma Foundation
North Peak worked with Chordoma on a strategic CRM transition to Lightning, Salesforce’s modern user interface.
Is Automation the Answer to All My Problems?
Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.
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...
Salesforce Implementations and Relaunches
A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.
The Critical Role of Executive Stakeholders and How their Support Drives CRM Success
An Executive Stakeholder with a strategic vision can lead data strategy initiatives that elevate teams to new levels of efficiency.