Archive - 2015

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Keely Jones
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Taking Engagement Seriously: Engagement Strategy and Your CRM
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Case Study: TEAM
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Heller Selected as Salesforce Foundation Strategic Partner
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Nonprofit Technology Conference 2015 (15NTC)
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Nonprofit Success Pack (NPSP) and NGO Connect Review Paper

Keely Jones

Keely Jones
Project Manager

Keely has been working with nonprofits, philanthropy, and technology organizations for over 14 years in a variety of roles. She has served as a community, program, and fundraising manager for several nonprofits and has worked with software engineers developing advanced CRM system plug-ins. She has also collaborated with a group of digital and foundation partners to help nonprofits utilize their technology systems to their fullest potential. Keely brings her passion for leveraging technology to empower social good to her role of Project Manager at Heller, and helps clients to find the best solutions for their strategies and goals. She received her bachelor’s degree in Feminist Studies from the University of Santa Cruz and master’s degree in Social Service Administration from the University of Chicago. Outside of the tech world, Keely teaches yoga and tries to bring calm to people who need it most.

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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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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Heller Selected as Salesforce Foundation Strategic Partner

Heller earns Salesforce Foundation Stratgic PartnershipIt gives us great pleasure to announce that Heller Consulting has been selected as a 2015 Strategic Partner of the Salesforce Foundation, an exclusive designation provided to only a handful of implementation partners.  Heller earned this distinction based on our deep sector knowledge, success across a wide range of complex and impactful implementations, and a history of high customer satisfaction. Our team is honored to have been selected as part of this exclusive group, and we look forward to working closely with the Salesforce Foundation to continue to provide advanced strategies and solutions to the nonprofit industry.

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Nonprofit Technology Conference 2015 (15NTC)

Heller Consulting at Nonprofit Technology Confernece 15 NTCAre you ready for the Nonprofit Technology Conference (15NTC) this year? From March 4-6, thousands will be attending one of the most anticipated events in the nonprofit community. Organizations of all sizes and missions will be in attendance sharing their successes and failures as well as tips and techniques for how to make a nonprofit the best it can be. We will be there again this year and ready to answer questions about the strategies and technologies that successful organizations are using to serve their mission.

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Nonprofit Success Pack (NPSP) and NGO Connect Review Paper

Salesforce.com's Nonprofit Starter Pack (NPSP) and NGO Connect Review

The Nonprofit Success Pack and NGO Connect are different applications that were created to serve different markets. Both are part of the Salesforce for Nonprofits family, and are part of a long-term roadmap for how an organization can realize the vision of true Constituent Relationship Management (CRM) and become a Connected Nonprofit.

UPDATED FOR NONPROFIT SUCCESS PACK: This paper was updated in November 2016 with the release of the Nonprofit Success Pack. For more information on the evolution of NPSP, read here.

Which is best?

The basic truth is that neither solution is better- they are different solutions for different organizations. Each solution focuses on providing the best options for unique organizations. In the following report we provide a close look at what makes the Nonprofit Success Pack and NGO Connect unique and how they can benefit a nonprofit. Since each nonprofit’s needs are unique, this report is designed to help clarify the strengths of each application before selecting one for your organization.

Heller Consulting is a premiere partner working with Salesforce to implement and utilize the Nonprofit Success Pack and NGO Connect exclusively for nonprofit organizations. From our deep experience with the products, we’ve put together Nonprofit Success Pack and NGO Connect: Unique solutions for unique organizations for you to provide a practical understanding of both solutions and what they mean for your organization. We share our favorite features and point out the aspects that your organization should consider when deciding which solution is right for you.

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