Archive - April 2015

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Taking Engagement Seriously: Engagement Strategy and Your CRM
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Patricia Booser
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Case Study: TEAM

Taking Engagement Seriously: Engagement Strategy and Your CRM

Every day, for-profit and nonprofit organizations alike are discovering that the experiences a customer or constituent has over the long-term will dramatically influence who they choose to buy from, support, and donate to in the future. Creating a robust and effective Engagement Strategy is one of the most effective ways to create richer and more rewarding relationships with your constituents, and an important first step toward developing an organizational CRM road map for the future. While some organizations may give these two steps a cursory treatment, they can have a long-lasting impact on the way your constituents perceive your organization for years to come. To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts.

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Patricia Booser

Patricia Booser
Consultant

Prior to joining the Heller Team, I worked in fundraising and donor relations for several nonprofit organizations. From starting in data and gift entry, to running events and campaigns, and managing the database for high level donor engagement, I have held many roles within various development departments. Most recently, I served as a Development Manager for a Bay Area nonprofit where I was responsible for overseeing all fundraising mechanics, including internally leading the data migration to NGO Connect on the Salesforce Platform.

I received an honors degree in Public Affairs with a concentration in Nonprofit Management from Indiana University Bloomington.

I am thrilled to use my creative problem solving and holistic approach to get nonprofits launched on the Salesforce platform, assuring the staff has the right tools to do what they do best. I am a Salesforce Certified Administrator and Marketing Cloud Email Specialist.

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Case Study: TEAM

TEAM has long been working with outdated technology that was hindering them from working together and ultimately achieving their mission. While a new, effective system was a must, TEAM needed to define their requirements and strategic goals before moving forward. Working with Heller, they created an implementation plan to move their first program onto Salesforce. Additionally, TEAM and Heller designed a CRM Roadmap for future Salesforce adoption and implementation phases. Replacing TEAM’s legacy system required a phased approach that would allow for a controlled and segmented implementation causing the least disruption possible. Heller has been utilizing this process for many years and has established a clear methodology to keep each phase on schedule and inline with the rest.

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