The National Center for Family Philanthropy is a network of philanthropic families committed to a world that is vibrant, equitable, and resilient. They share proven practices, work through common challenges, and learn together to strengthen their ability to effect meaningful change.

rebuilding together

Challenges:

The National Center for Family Philanthropy (NCFP) required enhancements to its existing Salesforce instance to better support its operations and streamline workflows. Challenges of the old system included the need to integrate new tools, improve system functionality, streamline internal processes, and improve data integrity. Additionally, the team sought ongoing administrative support to ensure the health and effectiveness of their CRM system.

Solution:

North Peak partnered with NCFP to deliver a comprehensive Salesforce optimization and support solution that included:

  • Salesforce configuration and system updates
  • Online forms & integration of FormAssembly
  • Data migration from HubSpot
  • Mailchimp integration with Salesforce

Under an ongoing Managed Services contract, North Peak continues to provide support through:

  • As-needed Salesforce administrative assistance
  • Monitoring and troubleshooting of integrations
  • Proactive data quality reviews
  • User support and training materials to drive adoption and support effective use of the system

This collaboration has strengthened NCFP’s CRM capabilities, providing a more efficient, integrated, and sustainable Salesforce ecosystem.