Hiring a Salesforce Admin

Hiring a Salesforce Administrator (aka “Admin”) is tough. Their technical talent often means nonprofits are competing with companies to hire. And the Admin skillset is often unique among existing staff and so, difficult to evaluate. We’re answering the common...

Salesforce’s New Grants Management Solution: Outbound Funds Module

In 2020, Salesforce announced the addition of a product called Outbound Funds Module (OFM) to their suite of offerings and it changed the landscape of grants management solutions. OFM is free and open source, and it customizes Salesforce for foundations and other...

How 3 Organizations Are Using the Outbound Funds Module to Manage their Grantmaking Process

Outbound Funds Module (OFM) helps organizations manage grants or the distribution of other types of funds. We recently spoke to three organizations using OFM to manage their grantmaking process. We wanted to know how they are using OFM, what pain points brought them...

Women for Women International: Leveraging CRM to Help an International Team Work Smarter

North Peak worked with Women for Women International (WfWI) on a multi-year effort to bring their international team onto one central CRM solution. The result is a powerful data-driven strategy that supports more efficient operations across teams and programs. We...

Takeaways from an Organizer and Attendee at the First Nonprofit Dreamin

The inaugural Nonprofit Dreamin took place last week. For two days, 1300+ individuals from different parts of the world collaborated, learned, and networked with other nonprofit professionals in the Salesforce ecosystem.  As someone relatively new to the Salesforce...