Archive - June 2016

1
2016 Bridge Conference
2
Gathering Together for Change
3
Salesforce’s Web-to-Case for Targeted Support
4
Nancy Munoz
5
A New Marketing Cloud Email Specialist at Heller
6
How does technology change impact nonprofits?
7
White Paper: Tips for Nonprofit Marketing Automation
8
CRM Vision: An Essential Part of a CRM Roadmap

2016 Bridge Conference

Bridge 2016 Eliminate CRM Silos Presentation

Summer is here and the hottest conference of the season is always the Bridge to Integrated Marketing & Fundraising Conference in Washington, DC. Developed for and by fundraising professionals, this conference brings the experienced people-who-know together to discuss effective strategies, techniques, and innovations in direct response fundraising. Now in its 11th year, over 2,000 creative professionals attend this three-day event to partake in the curated keynotes, panels, and workshops that always deliver new ideas and strategies for effective fundraising.

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Gathering Together for Change

Change Management Conference Review Heller

Nonprofit organizations around the world are familiar with the idea of gathering together for change. It’s what we do. Our missions are centered on changing something about the world we live in. No matter our specific focus, we share this common characteristic, and it echos throughout all we do. But how often do we think about just the basic idea of change? How does change impact our lives, our organizations, and the way we work together?

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Salesforce’s Web-to-Case for Targeted Support

Salesforce-Cases-Management-3

Welcome to part three of our four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH is a combination of the issues we have seen in hundreds of organizations over the last 20 years, and helps us generalize and illustrate problems we have faced. In the previous post we saw how CAH implemented Email-to-Case to improve their support of external constituents. Now they are ready for the next phase: expanding their use of Salesforce Cases even further so that they can encourage and support increased growth of their constituent base.

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Nancy Munoz

Nancy Munoz
Consultant

I started my career working in nonprofit operations where I discovered a passion for creating efficiencies and simplifying processes. I have experience in multiple nonprofit operational functions related to fundraising, volunteer management, and program impact. Most recently in my free time, I handled the Salesforce NonProfit Starter Pack implementation for a small breast cancer organization.

Prior to joining Heller, I served as the National Strategy and Operations Manager for a Boston nonprofit. In this role, I managed all volunteer operations across seven states and collaborated with colleagues in each region to ensure all systems and business processes were meeting their needs. This included serving as an administrator for our organization’s Salesforce platform and managing all objects and apps related to volunteer management. 

I have a Bachelors of Arts degree in Psychology from Bates College.

A New Marketing Cloud Email Specialist at Heller

Salesforce-Marketing-Cloud-Certification-Image

Heller’s team continues to add Salesforce certifications to their growing list of accomplishments for 2016. The most recent is Patricia (Tricia) Booser who earned her Marketing Cloud Email Specialist Certification this spring. As one of the newer members of the Salesforce family Marketing Cloud is already proving to offer nonprofit organizations a wealth of capabilities to drive engagement and build constituent relationships.

Below Tricia shares some of the things she learned through her certification, tips on how to approach the testing process, and how this training will apply to our clients’ projects.

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How does technology change impact nonprofits?

How does technology change impact nonprofits?

Technology change impacts everyone differently. Some people are terrified of technology change, and do everything in their power to maintain the same phone, computer, and television for as long as possible. Adventurous “early adopters” must have the latest and greatest devices as soon as they appear on the market. At an individual level, this is simply a personal preference and only impacts a few people. When applied at a larger scale to groups of people like a business, technology change can cause confusion, frustration, and disruption throughout the organization. Different businesses will approach technology change in different ways, depending on their internal culture. Nonprofit organizations also must deal with technology change, and aspects of nonprofit culture add unique issues that often require a more pro-active approach managing technology change.

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White Paper: Tips for Nonprofit Marketing Automation

Nonprofit Marketing Automation - Heller Digital

Nonprofit marketing automation is in the midst of a technology tipping point. Powerful marketing automation tools have been available to large commercial organizations for many years, but recently the cost and feature range have become much more appealing to nonprofit organizations who want to deliver uniquely personalized messages. While segmenting mailing lists have gotten us part of the way there, the new batch of marketing automation tools allow for a level of customization closer to the welcome series experience than a general “Group A, Segment C” email blast.

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CRM Vision: An Essential Part of a CRM Roadmap

A CRM Vision is an essential part of a CRM roadmap

Defining a CRM vision is one of the first and most important steps when considering a CRM initiative, and an essential component of a complete CRM roadmap. The CRM vision doesn’t specify all the details of a CRM system, but it serves as a high-level guide that provides a focused perspective on the organization’s goals and aspirations. It also provides an outline of the types of strategies and techniques that will be used to deliver their mission and the constituent experience.

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