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

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...
Salesforce Implementations and Relaunches

Salesforce Implementations and Relaunches

The most common reason nonprofits come to North Peak is to launch a new CRM, whether for a team that’s never used a CRM system before or for a team that’s been working with an existing system that’s not suited for their needs. At North Peak, we follow a proven process...