Archive - 2016

1
Salesforce Consultant
2
Resource Round Up: Heller’s Papers from 2016
3
Plan Time for Analysis: Marketing Automation Tip #7 of 7
4
Rachel Shaefer
5
Agile AND Waterfall In Your Organization
6
Get on Board with Project Management AND Change Management
7
Don’t Be Impatient: Marketing Automation Tip #6 of 7
8
A Salesforce Certification Frenzy!
9
Webinar: Turning a CRM Vision into Reality
10
Strategy First, Then Tools: Marketing Automation Tip #5 of 7

Salesforce Consultant

Thank you for your interest in Heller. All our positions are currently filled but if you are super passionate about nonprofits and you just can’t wait, feel free to submit an application for the Consultant position below.

To apply please visit https://app.trinethire.com/companies/644-heller-consulting/jobs/2390-salesforce-consultant

In the meantime, please consider volunteering at a nonprofit organization that you support. Nonprofits across the country are looking for assistance in delivering their mission, and your time and effort can truly make a difference.

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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Rachel Shaefer

Rachel Shaefer
Consultant

Prior to joining Heller, I worked at the Breast Cancer Resource Center (BCRC), a nonprofit organization serving men and women in Central Texas that have been diagnosed with breast cancer. During my time with the organization I had many responsibilities ranging from client intake, assisting with volunteer management, facilitating a diagnostic assistance program to managing the organization’s Salesforce platform.

It was at the BCRC where I developed an interest in the ways data and technology can help an organization work more effectively and efficiently toward their mission, monitor their impact, and provide the most honest and accurate data to funders. This led me to serve as an independent Salesforce consultant, which introduced me to a number of other organizations and helped to expand my skillset.

I love to see how Salesforce can empower an organization as they work toward their important missions and provide positive impacts in the communities they serve.

I hold a degree in Community Education & Spanish from the University of Wisconsin – Milwaukee and am a Certified Salesforce Administrator.

Salesforce Certified Administrator

Agile AND Waterfall In Your Organization

agile-waterfall-project-management

Project management styles are often considered where pros and cons are explored to determine the best approach for an organization.  For some, chief criteria might be earliest access to tools. Others might require an articulated project plan, upfront.  And others might prioritize a high-level of participation from team members, above all. Does agile or waterfall work best for your organization? The most innovative organizations are choosing the right methodology for the right project – where both approaches can exist side-by-side.

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Get on Board with Project Management AND Change Management

project-management-change-management-ship

There was a time in the not-so-distant past when a line item for “project management” in the budget of a technology implementation seemed like an option, not a requirement. Now, with the complexity of moving parts that need to be precisely coordinated, dedicated project management time is essential to project success. As an industry we’ve learned the value of project management methodology and tools, and recognize that a project’s timeline, milestones, budget, and scope need to be monitored to ensure project success.

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Don’t Be Impatient: Marketing Automation Tip #6 of 7

Nonprofit Marketing Automation Tips 6

You’ve selected which marketing automation toolset is best for your organization, so how long will it be before you are executing your strategy? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, Tip #4 and Tip #5.) Don’t rush it! Make sure you take the time to implement the system properly so that it matches your strategy. How effective is a tool that doesn’t do what you need?

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A Salesforce Certification Frenzy!

dreamforce-certified-team-heller

Some say that Dreamforce is the perfect time to take Salesforce certification exams, and others say it can be too hectic. This year Heller’s team dove in to take advantage of the discounted exam fees and friendly encouragement to add a few more certifications to the company catalog. We are extremely proud of our team for putting in the extra time to prepare for these exams in addition to their regular workload. Fortunately, we work in and around Salesforce every day so we are more than a little bit familiar with how everything works. In fact, one of our team found a mistake on one of the exam questions and earned additional respect and admiration from the Salesforce team!

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Webinar: Turning a CRM Vision into Reality

crm3-roadmap-webinar-salesforce

Room to Read is a nonprofit organization changing the lives of millions of children by supporting literacy and gender equality in education throughout developing countries. As they aimed to expand services to serve more children in more regions, they found their existing systems were not able to support new forward thinking strategies. Rather than simply replace systems, they decided to engage with Heller Consulting for a thoughtful process to determine the best path forward. Heller guided them through a CRM planning and solution selection process and finally led the implementation of the new solution. These newly established systems are critical for keeping their information organized and accessible for their constituents and stakeholders, and allow them to provide services and support around the world.

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Strategy First, Then Tools: Marketing Automation Tip #5 of 7

Nonprofit Marketing Automation Tip 5

Content and planning are king and queen when it comes to marketing automation, so when you have your best materials together and ready to execute your plan, what tools do you select? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, and Tip #4.) It’s essential to find a tool that matches your goals and your strategy, so make sure you determine your strategy first.

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