Archive - April 2016

1
Supporting a Strategy with Salesforce Cases
2
Managing change is essential for nonprofits
3
George Lucas Educational Foundation
4
National Women’s Law Center
5
Communities In Schools
6
South Florida Wildlife Center
7
Guidelines for Selecting Software Solutions in a Nonprofit: Part 1

Supporting a Strategy with Salesforce Cases

Salesforce-Cases-Management-1

There is a wide variety of mission-supporting technology available for nonprofit organizations today. As organizations grow and enhance their systems, they are challenged with selecting the best technology to adopt. The key to making the right decision rests not in technology feature comparison, but in clearly defining the strategy and goals of the organization, and matching the technology to those goals and overall mission. It’s not always easy, but with a combination of input from leadership and department staff, it’s well worth the effort.

In this four-part series we’ll follow a purely fictitious nonprofit, Coalition Against Homelessness (CAH), to illustrate common situations we have faced with real organizations. We will travel with CAH through several phases as they utilize their existing Salesforce capability to build everything from an internal ticketing system to a high-volume inbound support center. Each post in the series will build upon concepts from the previous step, starting with the straight-forward functionality that exists within native Salesforce Cases, and ending with a look ahead at a full Service Cloud implementation.

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Managing change is essential for nonprofits

Managing change is essential for nonprofits.

Managing change is a subject that is coming up more and more often for nonprofit organizations as they consider their technology systems. But it’s not just technology that changes. Organizational strategies, processes, and systems all evolve together. To continue to be effective, the leadership, staff, and constituents all must adapt and evolve as well.

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George Lucas Educational Foundation

National Women’s Law Center

The Challenge

With a strong advocacy program in place, the organization felt there was a significant opportunity to grow its fundraising efforts and engage younger audiences. Fresh off the launch of a new website, the Center partnered with Heller to take its online fundraising and advocacy to the next level through a smart digital strategy.

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Communities In Schools

The Challenge

After a few years of implementing direct response campaigns to support their mission, CIS was looking for an experienced digital fundraising partner to build out a cohesive strategy, develop fresh creative, and provide technical implementation support to generate new momentum and better results.

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South Florida Wildlife Center

Guidelines for Selecting Software Solutions in a Nonprofit: Part 1

Why Nonprofits Select Software

If you’ve been in a leadership role at a nonprofit for any length of time, there’s a good chance that you have been involved in discussions about selecting software solutions at some point. When Heller first started guiding nonprofits with technology strategy, there wasn’t very much discussion needed. The technology choices were scarce, or even worse, not even intended for nonprofits. Some were just products designed for commercial companies with a few similar fields and processes, forcing sacrifices and workarounds to achieve what a nonprofit wanted to do.

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