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Transcript: Integrating The Raiser’s Edge and Salesforce
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Business Intelligence Tools for Nonprofits: Einstein Analytics
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Dreamforce 2017 Is Almost Here!
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Transcript: ClearView CRM: CRM Options Webinar
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Webinar: StratusLIVE: CRM Options for Enterprise Nonprofits
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Transcript: How to Thrive in an Uncertain Fundraising Environment
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Video: Integrating The Raiser’s Edge and Salesforce
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How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits
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Business Intelligence for Nonprofits: Power BI
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Increasing Your Impact with Salesforce
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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 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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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

Transcript: Integrating The Raiser’s Edge and Salesforce

On September 28, Heller Consulting and Omatic Software hosted and Expert Q & A session to discuss the possibilities and challenges of system integration. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. You can view the webinar here, and read the full transcript below.

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Business Intelligence Tools for Nonprofits: Einstein Analytics

business-intelligence-nonprofits-einstein-analytics

This month’s business analytics for nonprofits write up is about Salesforce’s Einstein Analytics. With this post as well as our 2014 whitepaper on business intelligence for nonprofits, our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to clarify which tools might be suitable for their organization and warrent a deeper look. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data into a valuable asset that provides evaluation of past efforts as well as insights needed for future decisions. If you have specific questions about getting started with your own analytics initiative, please download our paper “Introduction to Analytics for Nonprofit Executives” or contact us directly to discuss your specific needs.

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Dreamforce 2017 Is Almost Here!

dreamforce-2017-background

In 2016, over 171,000 people registered to attend Salesforce.com’s spectacular Dreamforce conference. Over 8,000 attendees and 118 breakout sessions were specifically for nonprofit and higher education causes. Dreamforce 2017 promises to be even more exciting, informative, and spectacular! If you are coming to San Francisco to be part of one of the largest software conferences in the world, we’d love to meet up with you. We can catch a session together, discuss your technology challenges, or even just provide tips on how to make the most of Dreamforce! Just use the contact form to the right and we’ll contact you to pick a convenient time!

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Transcript: ClearView CRM: CRM Options Webinar

On September 19, Keith Heller hosted the SofTrek team to present the fifth installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of ClearView CRM. This series is designed to help organizations learn more about today’s CRM solution marketplace and develop strategies to overcome common obstacles preventing them from adopting new technology.

Below is the transcript of the webinar. To get the full context and view the demo of ClearView CRM, please view the recording here.

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Webinar: StratusLIVE: CRM Options for Enterprise Nonprofits

StratusLIVE CRM options enterprise nonprofits

This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller will share additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys.

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Transcript: How to Thrive in an Uncertain Fundraising Environment

On September 19, WealthEngine and Heller Consulting teamed up to present How to Thrive in an Uncertain Fundraising Environment. This session covered some of the challenges nonprofit organizations are currently facing, and how to use tried and true fundraising tactics along with efficient technology to overcome those challenges

Below is the transcript of the webinar. Click here to get the full context of the presentation, download the slides, and view the recording. Read More

Video: Integrating The Raiser’s Edge and Salesforce

For many years nonprofit organizations had to choose a single solution for their fundraising and organization management. But improvements in available technology and an openness from companies like Blackbaud and Salesforce now make integration a viable solution for meeting your organization’s needs. This is an exciting change in the evolving world of nonprofit technology, and opens up many opportunities for organizations to achieve even more with their systems.

Heller Consulting and Omatic Software hosted and Expert Q & A session on September 28 to discuss the possibilities and challenges of system integration, and what it can mean for your organization. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. View the webinar below, and please let us know if you have any questions.

Read More

How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits

raisers edge salesforce integration examples

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits.

This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your organization. It has always been our philosophy that you should never invest in an integration unless you are very clear about action you will take with the data once it’s flowing back and forth. To help people think about how they might identify actionable use cases for their organization, we’ve put together three scenarios below that demonstrate possible ways to leverage combined data. Consider this an integration vision-board, if you will.

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Business Intelligence for Nonprofits: Power BI

business intelligence nonprofits power bi

In August we posted the first installment of our Business Intelligence for Nonprofits series covering the Amazon Web Services based tool set Quicksight. This month we are taking a look at Microsoft’s Power BI suite. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data into a valuable asset that provides evaluation of past efforts as well as insights needed for future decisions. Find out more on what business intelligence can do in these two papers designed to get nonprofits started on the road to effective BI strategies. Business Intelligence for Nonprofits was released in 2014 and covers some of the early tools adopted by nonprofits. For details on getting started with your own analytics initiative, please download our paper Introduction to Analytics for Nonprofit Executives or contact us directly to discuss your specific needs.

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Increasing Your Impact with Salesforce

increase impact salesforce event

Salesforce.org provides nonprofit organizations with powerful and flexible CRM solutions designed to nurture lifelong relationships with donors, volunteers, and more. The sophisticated and customizable Salesforce platform allows every organization to deliver their mission more efficiently and effectively with advanced campaign management, real-time analytics, and comprehensive collaboration tools.

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