Collaborative CRM Platform

Please consider joining North Peak Solutions on Friday September 27 at 1pm EST for our upcoming Collaborative CRM Roundtable! This free event is for professionals in the nonprofit and foundation sector that use (or are considering using) Salesforce across networks, chapter groups or affiliated organizations with a shared mission or goals. RSVP to hold your spot.

Featured will be members of 3C Data Alliance and DreamYard, a nonprofit that has assembled a Salesforce package on Nonprofit Cloud (NPC) to serve organizations in the Creative Youth Development sector. Check out our recent case study on their project here. 3C Data Alliance will be launching their first 5 pilots in the coming months with more to follow soon. During the roundtable you’ll hear how they’re managing the various needs of their affiliates, while keeping a clear focus on best practices for supporting a shared set of features.

Come for the insights from 3C Data Alliance, and stay for the networking and the open forum to raise challenges, hear ideas and otherwise tap into this fantastic peer network. Please RSVP here. We look forward to connecting!

Job posting: NNAF is hiring a Collaborative CRM manager!

Our Member Systems Manager position just went live, applications are due June 12 for a late August start date. The role will own some systems management & strategy beyond our Collaborative CRM Salesforce instance, but the Salesforce administration is a key part of the role. (Not for our internal Salesforce instance, though, which I manage - and we'd get to collaborate/work together!)

 Job blurb is:

Are you looking for us? You are a skilled Salesforce administrator who believes in the power of secure, robust systems and digital platforms to build trust and deepen collaboration. You delight in project management, system configurations, stakeholder engagement, and vendor management as a way to support abortion funds and strengthen our network. You understand how strong systems can support values-driven decision making, evaluation, and strategic guidance.

Benefits are terrific and include a 4 day (32 hour) work week. I'm not the hiring manager but am happy to be a resource for questions, if any. Please check out the details at https://abortionfunds.bamboohr.com/jobs/view.php?id=63, and apply and/or share with your networks. Thank you!

Happy New Year! Thank you to everyone that attended last months' Collaborative CRM Meetup. If you missed it, no worries, we posted a summary on our blog here. 

Happy Friday! 

Our Collaborative CRM Meetup is next week!

Don't forget to register here.

Hi all! 

Don't forget to register for the upcoming CCRM meet on Tues, December 7 at 11 am PST / 2 pm EST.

Karen Pederson of the Minnesota Homeownership Center will join us to share the Center's experience designing a shared CRM solution for more than 30 member agencies. 

And as usual, we'll be sharing ideas, challenges, and best practices among organizations that have or need innovative CRM solutions to serve member orgs, affiliates, or networks. 

💥 💥 💥 Register here.

We look forward to seeing you there! #Trailhead

Hi all! Collaborative CRM meetups are BACK!

We're excited to invite you to a conversation on December 7.



We are thrilled to have Karen Pederson of the Minnesota Homeownership Center join us to share the Center's experience designing a shared CRM solution for more than 30 member agencies. 

And as usual, we'll be sharing ideas, challenges, and best practices among organizations that have or need innovative CRM solutions to serve member orgs, affiliates, or networks. 

💥 💥 💥 Register here.

Hi all! After a long hiatus, North Peak is excited to get the quarterly meetups back up and running! We'd like to get this group together for a live group discussion in Q4.

What topics do you want to talk about? What challenges or questions are on your mind? What do you want to know from other organizations managing collaborative CRMs?

If you need some inspiration, these are topic ideas we've collected in the past: https://docs.google.com/spreadsheets/d/1pX-QAMUPfDLPgoqfuM05rRSg49A86Cwds65R0DJPwAo/edit#gid=0

We'll be in touch with meetup logistics soon!

docs.google.com

Feel like you're in a cycle of investing in big tech projects that don't actually solve the problem? Or, do you know where you need your CRM to take you but are getting stalled on the journey?

JOIN THE COLLABORATIVE CRM GROUP THURS 4/23 AT 11AM PT for a conversation with @Sam Dorman​ and @Chris Zezza​ to talk "Symphony for Internal Salesforce Team"

We'll talk about how a great CRM team looks and acts, and the difference it makes. Particular focus on collaborative CRMs, where many offices or organizations are sharing a common CRM solution.

Get a head start on the discussion with this blog post and this whitepaper on "Resourcing your CRM Product Team" from The Build Tank.

SIGN UP FOR THE INVITE:

http://www.northpeak.com/collaborative-crm-mailing-list-sign-up/

www.northpeak.com