Learn the five steps that organizations can take to ensure effective change management and user adoption with their new CRM platform.
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 Managed Services for Your Nonprofit or Foundation
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
North Peak Solutions has helped many organizations successfully make the transition from foundationConnect to Outbound Funds Module.
Takeaways from the September CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
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.
Takeaways from the June CRM Leadership Roundtable
A CRM Leadership Roundtable is a virtual gatherings where leaders can share ideas and discuss challenges related to CRM systems.
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.
Salesforce: Tips on Staffing for Success
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.
When is the Right Time for Salesforce Managed Services?
Salesforce Managed Services can be a good option for nonprofits and foundations who need help maintaining a Salesforce database.
Managed Administrative Service helps Nonprofits and Foundations Succeed with Salesforce
North Peak’s Managed Admin Service helps Nonprofits and Foundations Succeed with Salesforce.
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.
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...