Philanthropy Northwest is a collective dedicated to advancing equity and racial justice through collaborative philanthropy. For nearly 50 years, it has worked across the Northwest U.S. to support systemic change by fostering transformation at the individual, organizational, and sector levels.

rebuilding together

Challenges:

Philanthropy Northwest faced a staffing gap and required expert support to manage and maintain their existing Salesforce instance.

Solution: Outsourced Salesforce Managed Admin Services

North Peak provided Salesforce Managed Admin Services tailored to Philanthropy Northwest’s needs. The scope of services included:

  • Ongoing Salesforce administration
  • As-needed Salesforce training
  • Monitoring and maintaining Salesforce data quality, integrations, and user adoption
  • Regular strategy meetings
  • Full engagement management for the duration of the project

In addition to managing and maintaining the Salesforce platform, North Peak assisted in recruiting a new Salesforce Administrator for Philanthropy Northwest. This included onboarding support, training, and  coaching to ensure a smooth transition and long-term success in the role.