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Nonprofits Sharing Expertise in San Francisco
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Team Heller Volunteers for The Garden School Foundation
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Quick Quiz: Is Your Nonprofit Ready for Change?
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Becoming a Certified Sales Cloud Consultant
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Reduce the Risks in a Data Migration
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Analytics for Nonprofits: Is it important?
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NPSP: Pathway to a Connected Nonprofit
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Getting Started with CRM: Roadmap Webinar Series
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Salesforce Consultant
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Resource Round Up: Heller’s Papers from 2016
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CRM Strategy & Design

CRM Strategy & Design ServicesWith a clear vision and strategy, a CRM system becomes an invaluable tool in delivering your mission and supporting your institution. We guide you to develop a CRM vision to clearly define your needs and goals, and then build a detailed CRM strategy & roadmap that serves you and into the future.

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CRM Implementation

CRM Implementation ServicesOur nonprofit & higher ed experts can implement your CRM ecosystem– aligning strategy, technology, people and processes to match your CRM vision– while deftly guiding your team through the changes that will impact your organization or institution.

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Fundraising & Engagement

CRM Implementation ServicesWith certified specialists experienced in nonprofit engagement strategies, we can help you plan, implement, and integrate engagement tools that align with your strategy, team, and mission goals. We deliver strategies and tools to maximize your fundraising efforts and engage with your constituents.

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Technology Strategies for Nonprofits & Higher Ed

Better engage with your constituents, more effectively deliver your services, expand the impact of your mission – these are the key strategic goals of forward-thinking organizations. Contemporary strategies and technologies offer a wide array of options to help you realize these goals. For 20 years we’ve been helping nonprofits develop and align their strategies, technology and operations. Find out how we can help your organization >>
Featured Posts

Nonprofits Sharing Expertise in San Francisco

NPSP-Nonprofits-Sharing-Expertise

The nonprofit community has seen an increase in the variety of CRM technology solutions available to help them increase their fundraising, communicate with their constituents, and ultimately deliver their mission. Many organizations are finding it challenging to select the right solution. The fact is, developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of existing successful processes and thoughtful consideration of future strategies. It’s also helpful to hear what similar organizations are doing and how they are addressing their planning, implementation, and transition challenges.

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Team Heller Volunteers for The Garden School Foundation

Garden-School-Foundation-Heller-Volunteer

In large cities far from rural farms, it can be a challenge for children to visualize the process behind the food they eat. One of the best ways to learn about food sources and nutrition is to work through the experience first-hand, planting, tending, harvesting, and cooking healthy fruits and vegetables. The Garden School Foundation helps Los Angeles’ underserved schools do exactly that. They provide a versatile curriculum that connects students’ nutrition, health, and community through experiential lessons and activities. From planting seeds to preparing fresh meals, students learn about healthy food and how they can apply those lessons at home.

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Quick Quiz: Is Your Nonprofit Ready for Change?

Nonprofit Ready for Change

Being ready for change within a nonprofit is influenced by a wide range of factors including personal styles and long-term departmental history. One team may embrace being the “early adopters” while another may take a more cautious approach. At the end of the day, change is inevitable and often challenging. When well-managed it can be a transformative and beneficial experience that improves staff morale, program effectiveness, and even how the organization serves constituents. When change is poorly managed, especially multi-department or organization-wide changes, it can be extremely disruptive. In fact, many transformative initiatives that impact the processes, technology, or culture of an organization have a very low success rate—as many as 70% fail to achieve their goals.

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Becoming a Certified Sales Cloud Consultant

salesforce-sales-cloud-consultant

The Salesforce Certified Sales Cloud Consultant credential is one of the advanced certifications offered by Salesforce, and encompasses sales, marketing, analytics, and the interfaces required to successfully design and implement Sales Cloud solutions. Jennifer Thall has recently earned this certification and we asked her to share her thoughts on the process.

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Reduce the Risks in a Data Migration

reduce-risk-data-migration-2

It is inevitable. At some point every nonprofit organization will have to migrate their data from one system to another. Whether it is for an upgraded version of their current system or to an entirely new system, the reality is that technology evolves. Older data structures weren’t designed with newer system capabilities in mind, so they can become less efficient. Plus, over years of input and use by a variety of people with evolving processes, data integrity can drift from its optimal state. Eventually, all data storage can benefit from being examined, cleaned, and optimized. While beneficial, optimizing a data set and then preparing to return it to the existing or new system does present many risks. It’s possible to lose, disconnect, or even corrupt years of valuable constituent history. In fact, as many as 84% of data migrations projects fail to meet expectations. Why?

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Analytics for Nonprofits: Is it important?

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Analytics is becoming a popular buzz word in the technology industry but what does it really mean to your nonprofit? Is it worth the effort and investment? In a nutshell, analytics for nonprofits is using your data to objectively evaluate your organization’s practices, providing insights for effective forecasting and decision making. It is a detailed analysis built with accuracy, consistency, and rigor over an extended period of time. To be clear, analytics is not the typical reporting that many organizations already do.

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NPSP: Pathway to a Connected Nonprofit

nonprofit-success-pack-san-francisco

Developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of current successful processes and thoughtful consideration of future strategies. Unfortunately, many organizations become entangled in the complex challenges of this process, so continue to struggle with inefficient and disconnected legacy systems.

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Getting Started with CRM: Roadmap Webinar Series

crm-roadmap-start-line

CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system.

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Resource Round Up: Heller’s Papers from 2016

resource-roundup-white-papers-2016

Heller Consulting is committed to providing up-to-date resources and information on topics that impact the nonprofit community. Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are able to create reference materials useful to nonprofit organizations of all sizes. Please download these resources, and watch for additional events, papers, and posts throughout 2017.

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Plan Time for Analysis: Marketing Automation Tip #7 of 7

Nonprofit Marketing Automation Tips 1

Your marketing automation program is all set up and running, so you’re done, right? (If you haven’t already, be sure to read about getting to this point in Tip #1, Tip #2, Tip #3, Tip #4, Tip #5, and Tip #6.) Not exactly. Another important component of a marketing automation program is the feedback loop– making the time to learn from the experiences and data you acquire.

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