Salesforce Implementations
Sensible Salesforce Solutions that Address Complex Problems
Our Professional Services team builds solutions for nonprofits, foundations, and organizations in the affordable housing sector who are new to Salesforce or who need to grow their existing Salesforce instance to address pain points or add new functionality.
How We Can Help
New Salesforce Implementations: For organizations who are migrating from an existing database and/or who are ready to leverage the power of Salesforce.
Salesforce Growth Projects: Growth projects are for organizations who already have Salesforce and need significant work done to scale and/or optimize the database for their team(s).
How We Work
Our clients are skilled professionals who need reliable, high-functioning tools that support their work and help fulfill their organizational mission. We don’t believe in a one-size-fits-all approach that inevitably leads to workarounds or additional manual processes. Instead, we listen to our client’s needs and configure Salesforce to match their unique workflows. Our scalable systems result in elegant solutions that can grow and evolve as organizational needs change.
Who We Work With
Nonprofits: Coaching4Change hired North Peak to implement Salesforce for their college mentoring program; streamlining reporting and making it easier for everyone involved to access the information they need to be successful in their roles. Read the case study here.
Foundations: Bush Foundation hired North Peak to launch a Salesforce-based Grants Management System that is representative of their work, programs and values, while also being relatively simple for staff and grantees to use. Read the case study here.
Affordable Housing Sector: CHN Housing Partners hired North Peak to overhaul an existing Salesforce solution to streamline how multiple affordable housing programs are run and reported on. Read the case study here.
North Peak’s detailed approach to the project was so helpful. I needed a partner that I could trust to unearth all the relevant details and ask smart questions to help anticipate what I would need now, and in the future to run a sophisticated Development program.
Getting Started
Contact us today to start the process of working with our professional services team. With a complimentary 30-60 minute call we’ll cover what is driving the need for change, discuss how your teams’ work can be improved with Salesforce, and conceptualize a path forward.