How to Prepare for a New Salesforce Implementation

Preparing for a Salesforce implementation will help ensure a smooth transition from your old database to a new Salesforce platform. Whether Salesforce is being implemented as a new Constituent Relationship Management (CRM) tool or a new Grant Management System (GMS),...

Salesforce Launches Nonprofit Cloud: What This Means for Your Organization

Earlier this week, Salesforce announced they are launching Nonprofit Cloud, their new product offering for nonprofits, available now. While we can’t say for sure what the reasoning behind this new product is, we can (relatively safely) assume that it comes from a...

A Strategic Salesforce CRM Lightning Transition with Chordoma Foundation

North Peak has been working with the Chordoma Foundation since 2017 when we moved them off the now-retired Common Ground package and onto the Nonprofit Success Pack (NPSP). The organization works to improve the lives of those affected by chordoma by funding research,...

Is Automation the Answer to All My Problems?

Automating work using technology sounds GREAT. And it can be! But it’s not always the right solution. Sometimes, it’s best to cross the stream where it’s shallowest.  What is process automation? Process automation is using technology (in this case, Salesforce) to...

What do dinner, process definition, and Salesforce have in common?

We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the processes we follow at work are things we do without thinking, like making a cup of tea– we don’t need instructions, we...