Webinars

Our webinars showcase grant management solutions and CRM best practices using the Salesforce platform. From feature demos to tips on using Flows and automation, our team brings you real solutions that drive impact.

How to Maximize Salesforce Managed Services to Meet Your Organizational Needs

Date: Thursday, July 24, 2026
Time: 3:00pm EST

Join Lyndsay Neer, VP of Services at North Peak Solutions, and special guests to learn how to choose the right Salesforce Managed Services partner and determine the best support model for your organization. Through practical examples and real-world scenarios, you’ll discover how Salesforce Managed Services can help meet business needs, optimize your CRM, and support scalable growth.

From Selection to Success: A Strategic Approach to Selecting, Implementing and Maintaining Your CRM

Date: Tuesday, March 24, 2026
Time: 3:00pm EST

Join Brian Pickett, CEO of North Peak Solutions, and special guests for a deep dive on turning your CRM into a true business intelligence tool. Attendees will learn key strategies and best practices for getting more value from their CRM, and hear real-world insights from social sector leaders using CRM to increase impact.

Strategic Governance: The Key to Long-Term CRM Success

Date: Thursday, November 20, 2025
Time: 3:00pm EST

Join Lyndsay Neer, Vice President of Services at North Peak Solutions and Claire Mooney, Chief Financial & Operations Officer at Out Teach for an in-depth look at the ways Strategic Governance practices can support the stewardship and growth of your CRM.

How Technology is Transforming Participatory Grantmaking:
Tools & Strategies for Funders

Date: Thursday, June 26, 2025
Time: 1:00pm EST

Join North Peak Solutions, the Bush Foundation and NEO Philanthropy for a webinar exploring how Salesforce’s flexible, solution oriented technology supports participatory grantmaking efforts.