A Holistic Approach to High-Functioning CRM and GMS Databases

Let’s get the uncomfortable facts out right away: Times have changed. As a nonprofit or foundation, having high-functioning database technology for CRM (Constituent Relationship Management) and GMS (Grant Management Systems) is no longer “a nice-to-have,” rather it is...

Tips for Migrating from NGO Connect to Nonprofit Success Pack

‘Salesforce has officially announced that they will be retiring NGOC on January 31, 2023, and organizations using NGO Connect will not have access to its functionality from January 31, 2023 onwards. If you are wondering what actions you can take in your...

Becoming Mighty: What Small Teams Stand to Gain with Salesforce

Becoming Mighty: What Small Teams Stand to Gain with Salesforce If you’ve worked on or with small teams considering Salesforce, you’ve probably heard a warning along the lines of, “yeah it’s free… like a puppy.” Salesforce, and any...

A Collaborative CRM to Help Rebuilding Together Strengthen Communities

About Started in 1973, Rebuilding Together is a nonprofit focused on bringing volunteers and communities together to improve the homes and lives of our neighbors and strengthen our communities. The organization leverages a national network of 140 affiliates to deliver...

Collaborative CRM Meetup- April 2020 Recap

Symphony for the Internal Salesforce Team In April 2020, North Peak hosted our quarterly meetup for organizations managing, implementing, or considering shared CRM solutions– Collaborative CRMs. At these meetups, a group of nonprofit executives and Salesforce admins,...