Our Salesforce Managed Services team works with nonprofits, foundations, and organizations in the affordable housing sector to provide the people, processes, and technical skills necessary for a long and prosperous relationship with Salesforce.

How We Can Help

Our Salesforce Managed Services can be customized to match your specific needs. Prior to an engagement, we’ll discuss your goals for the service as well as the skills and capacity of the in-house team. The resulting solution will be tailored to support your staff with the right level of service and technical skill. We offer:

Salesforce Administration: For the ongoing support and enhancements needed to maintain a healthy database. This service is good for organizations that have difficulty hiring or managing an in-house Salesforce Admin.

Advanced Support: Providing technical support and guidance for in-house Salesforce Administrators on areas like, configurations, app setup, troubleshooting of complex issues and system training. This service is good for organizations that have an existing Admin on staff who could benefit from additional training and advanced technical support.

Strategic Governance: Guidance around stakeholder alignment, decision-making structures, and performance monitoring. This service is a good fit for organizations that want to put a governance structure in place around how they use, maintain, and support Salesforce.

How We Work

When working with North Peak, clients can expect:

• An assigned Managed Service consultant that gets to know the system and teams’ way of working
• An engagement cost personalized to the client’s needs
• A thoughtful approach that prioritizes informed decision-making and simple solutions

Our Salesforce Managed Services follows best practices with:

• Ticketing system for managing and prioritizing user needs and enhancement requests
• Documenting requirements and reviewing possible solutions for all requests
• Making recommendations for enhancements that balance impact, system complexity, and long-term maintenance
• Regular review and removal of technical debt to keep the system simple and more easily scalable
• Stakeholder engagement to ensure good change management and needs are met
• Training to build user skills

Getting Started

Contact us today to start the process of working with our managed 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.