Archive - May 2016

1
First Steps Beyond CRM Fundraising
2
Crystal Suarez
3
Catherine Moore
4
Enabling Salesforce’s Email-to-Case for Support Requests
5
How To Get A Salesforce Advanced Developer Certification
6
Guidelines for Selecting Software Solutions in a Nonprofit: Part 2
7
What is a successful CRM?
8
CRM Is More Than Technology

First Steps Beyond CRM Fundraising

First Steps Beyond CRM Fundraising

Nonprofit CRM implementations are often lead by a fundraising need. Development teams serve as strong catalysts for change as they are frequently the first to feel the impact of aging technology, and can demonstrate a clear benefit to opportunities presented by modern and emerging digital channels. When starting a CRM for fundraising initiative, it is important to consider the entire organization’s strategic and technological vision for the future.

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Crystal Suarez

Crystal Suarez
Consultant

Crystal has served nonprofit organizations for over 16 years, working with higher education and animal rights organizations. Her experience includes business operation development, Salesforce platform management, system administration, and custom application development. She has detailed experience implementing and configuring Nonprofit Success Pack (NPSP), NGO Connect, and Causeview, as well as integrating tools such as QuickBooks, FormAssembly, DemandTools, Conga Composer, PROscore by IWave, Apsona for Salesforce, KnowWho, CQ Engage, and SUMO Scheduler. Crystal earned an associate degree in Accounting, a bachelor’s degree in Business Administration and Management, and is a Salesforce-certified Administrator. When not focused on Salesforce projects, Crystal loves spending time with her son and enjoys attending music events, conducting paranormal investigations (ghost hunting), gaming, and exploring abandoned locations for their historical value.

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Catherine Moore

Catherine Moore
Senior Consultant

Catherine has served the nonprofit sector for over 15 years, defining and guiding the strategic pathway for technology, marketing, and fundraising at the Canadian Cancer Society and others. She is skilled at understanding and addressing the human concerns that arise during a project as well as the technical challenges that any system transition will bring. Catherine earned her MBA and MS in communications from Boston University and a BA (Honours) in Psychology from Queen’s University. She is a Proci-certified Change Practicioner as well as a Salesforce-certified Administrator, Advanced Administrator, Platform App Builder, Platform Developer 1, Force.com Developer, Community Cloud Consultant, Service Cloud Consultant, Sales Cloud Consultant, Marketing Cloud Email Specialist, Marketing Cloud Social Specialist, and Marketing Cloud Consultant. Outside of her professional life, Catherine is passionate about STEM education for children and enjoys the privilege of mentoring other women and young professionals. She loves spending time with her nephews and godchildren, enjoys adventure travel and travel photography, and considers herself incredibly fortunate to have visited all seven continents.

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Enabling Salesforce’s Email-to-Case for Support Requests

Salesforce Case Management Email to Case

Welcome back! This is part two of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH) to illustrate common situations we have faced with real organizations. In the previous post we saw how CAH used basic Cases functionality to optimize their internal support request processes and provide structure and efficiency around the fulfillment process. These improvements have been a huge success, and now Coalition Against Homelessness is ready for the next phase: extending this functionality to their external constituent requests.

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How To Get A Salesforce Advanced Developer Certification

How to get a Salesforce Advanced Developer Certification and Why

Part of the strength of the Salesforce Platform is the community of talented administrators and developers who work in it every day. To make sure that everyone is utilizing the platform to its fullest, Salesforce has a series of certifications that clearly explain an individual’s level of experience. Heller Consulting has many consultants with one, two, or more Salesforce certifications, and one of our team just added another to his list of accomplishments. Ken Lewis earned his Salesforce Advanced Developer certification this winter and shares some of his experience and tips for others who are interested.

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Guidelines for Selecting Software Solutions in a Nonprofit: Part 2

Why Nonprofits Select Software Part2

In our last post, we discussed how to get started selecting software solutions in a nonprofit, focusing on high-level priorities, goals, and looking to the future. Make sure you are clear on those points before you continue on! Shortcuts will only lead to pain and frustration down the road.

Now that you have worked through the larger questions that affect overall organizational strategy, it is awfully tempting to start comparing features and prices. But you’re not quite there yet. What we have learned through our work over the years is that every organization has a distinct culture and set of values. The sooner an organization recognizes what it values, the clearer the lens through which they will see their options and the better decisions they will make.

Here are five criteria that we encourage organizations prioritize, before they even get to features and prices. We’ve seen all of these considerations trump functionality in the decision process so addressing them early saves discussion time later.

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What is a successful CRM?

What is a successful CRM for a nonprofit?

How do you define a “successful CRM initiative”? What are the indicators that define it as “successful”? Is it successful if the organization meets their “go-live” release date with the new system? Is it successful if the database is properly accepting new data, and processing it to create the reports and outputs desired? While these and many other technical attributes are absolutely essential, they aren’t the key performance indicators that define a successful CRM initiative.

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CRM Is More Than Technology

CRM Roadmap Webinar

A truly effective constituent relationship management (CRM) system is more than just the technology that drives it. Clearly, the technology is important and will have a large impact on the organization’s success, but just as important, and possibly more so, is the initial process of defining the organizational strategies and goals that the CRM will help deliver. Read More

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