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Change Management as a Client and a Consultant
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How to Help Major Gifts Officers Succeed
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Sandi Reinardy
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Case Study: Using Salesforce for Advancement in Higher Ed
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We’re speaking at the 5th Annual Higher Ed Summit
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Preparing for Changes at Make-A-Wish®
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NPSP Sprint Spring 2017 in Baltimore
8
What Sessions Will You See at #17NTC?
9
Creating an Exceptional Experience
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Send me Heller’s NTC slides and resources!
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Featured Posts

Change Management as a Client and a Consultant

Change-management-client-consultant

I remember hearing often growing up that “Change is the only constant in Life” (Heraclitus). I also remember years ago when my mother said to me “For someone who claims to hate change, you sure seem to embrace it”. More than I was aware at the time, she was totally right. Since then I’ve found that embracing and planning for change is the best way to face it, and I actually do enjoy it. This has worked out well for me since a large component of the work I do is helping organizations manage change during technology transitions. Often overlooked or considered “not essential,” planning effectively for change can often make or break a technology transition initiative. (Read more on change management here)

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How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

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Case Study: Using Salesforce for Advancement in Higher Ed

Heller-Case-Study-Salesforce-Advancement

Philanthropy is an increasingly critical source of funds for colleges and universities, and advancement and major giving programs require a different set of tools than annual campaigns and online giving appeals. Because individual relationship building is key to securing major gifts, empowering major gift officers to do what they do best is essential. The most successful advancement offices leverage technology where it makes sense: to identify the best prospects, easily manage their day to day work and collaborate with all members of the team who participate in the fundraising process. Our recent project with Gordon College is an excellent example of how colleges can take advantage of advanced technology to help their team to succeed.

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We’re speaking at the 5th Annual Higher Ed Summit

Higher-Ed-Summit-Salesforce-Austin

Heller Consulting is pleased to announce that we will be speaking at the 5th Annual Higher Ed Summit this month in Austin, Texas. This conference brings together leading colleges, universities, and industry experts to share effective technology strategies that bring measurable success.

Sign up to receive our presentation and resources from the conference below.

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Preparing for Changes at Make-A-Wish®

Change-Management-tips-MAWA

As I sat in the lobby waiting to meet our client for the first time, I read through some of the brochures on the coffee table.  There was also a photo album that told their origin story.  After thumbing through it, I had to quickly wipe my tears before I walked in to our first meeting.  I’ll never forget that first visit at Make-A-Wish America, and the many visits after. I quickly learned that from local chapters to the national headquarters, everyone is truly passionate for the work they do.  They have to be. There’s a lot of work, logistics, and uncertainties the team has to deal with when granting one wish to a child. In fact, that is how we started working together. They felt their processes had too many steps, too much paperwork, and took too long to grant a wish. They wanted to be more efficient so they could grant more wishes to more children, and asked us if we could help.

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NPSP Sprint Spring 2017 in Baltimore

NPSP-sprint-spring-2017

For the past several years, members of the Salesforce Nonprofit Community have gathered together to tackle some of the most chattered about product ideas, issues, and best practices.  At this spring’s 8th Nonprofit Success Pack (NPSP) Sprint, the largest group yet met in Baltimore, MD. The self-deemed “good hearted misfits of the tech world” included Salesforce.org employees, consultant partners, independent consultants, vendors, and the much appreciated: admins and end-users from Nonprofit Organizations.

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What Sessions Will You See at #17NTC?

Heller NTC Nonprofit Technology Conference 2

Have you made your plans for sessions you want to see during The Nonprofit Technology Conference next week? It’s worth the time to go through the full agenda to see the variety of speakers and topics. Here are a few sessions to consider checking out. You may notice the first two are presented by the Heller team, and we’d especially love to see you there! What other sessions are you interested in? 

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Creating an Exceptional Experience

Creating Exceptional Experiences Nonprofit

When was the last time a company provided you with an exceptional customer experience?

This year I finally achieved one of my personal goals and joined a new gym.  I’d never registered for a fitness class quite like this, and had anxiety well before I first walked in the door.  Fortunately, the gym knows how important it is to serve first timers and they’ve invested in process and systems to make each first time visit a success. From their informative website to in-person communication, they strive to create a welcoming experience. The first time I arrived, the front-desk reception and my new trainers all knew I was just starting the program and were ready to get me up to speed!  I got exceptional attention and instructions on how to get started, and the email survey I received directly after the class inquired about how it could be even better.

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Join us at #17NTC in Washington, DC on March 23-25

Heller NTC Nonprofit Technology Conference

It’s Nonprofit Technology Conference time again! We hope to see you there. Read below for details on the sessions Heller team members are presenting and where you can find them during the conference. We look forward to sharing with and learning from this amazing community of thought-leaders who shape our industry.

Our #17NTC Sessions

We are excited to share that our own Smita Vadakekalem and Matthew Mielcarek will be presenting two sessions at the Nonprofit Technology Conference in Washington, DC this year. Both sessions qualify for CAE credits, so be sure to add these two insightful sessions to your NTC schedule.

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Barriers to Analytics for Nonprofits

introduction-analytics-nonprofits-3

Commercial companies have been leveraging the power of robust analytic applications on their data for years. And while the practice of analytics for the nonprofit sector has been around for years, it isn’t it practiced as widely. Why? In truth, there are many barriers to a successful analytics initiative, but they are not insurmountable. A few of the more common are:

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