Archive - August 2016

1
Managing Your Direct Mail Program on Salesforce NPSP
2
Engagement Strategy: An Essential Step
3
Volunteering with 100+ Women Who Care of the CSRA
4
Your Culture Determines Timelines: Marketing Automation Tip #2 of 7
5
Clarifying Roles to Manage Technology Change

Managing Your Direct Mail Program on Salesforce NPSP

NPSP Direct Mail Salesforce Partner

Segmentation capability exists directly within Salesforce for simple and one-off mailing selects. But many nonprofit organizations have robust, direct mail programs and a desire to outsource direct marketing services to partners. These services include segmentation and modeling, reporting and analysis. When a CRM technology platform change is under consideration, Heller Consulting customers often consider the vendor landscape for data management services as well.

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Engagement Strategy: An Essential Step

Engagement strategy CRM Roadmap Heller

Nonprofits have a great selection of tools available to connect, engage, delight, and retain their supporters. Often when considering system upgrades to better serve their mission, organizations start by comparing the tools and features of different software. Certainly this is a valuable part of the process, but should not be at the beginning of the initiative.

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Volunteering with 100+ Women Who Care of the CSRA

100 Women Who Care Volunteering

Supporting nonprofit organizations is more than just our jobs at Heller, it is an effort we are passionate about both in and out of work. To help support the causes and groups our team believes in, Heller provides employees time to volunteer for their favorite nonprofit organizations. It’s one of the reasons we earned a B Corp Best for the World Award, but more importantly it is an essential part of our culture. This summer, Heller Services Consultant Dawn Oliveira joined the steering committee of a local group of women who work to raise funding for nonprofit organizations in the greater Augusta, GA area.

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Your Culture Determines Timelines: Marketing Automation Tip #2 of 7

Nonprofit Marketing Automation Tips 2

So you’ve seen the opportunity for marketing automation for your organization. Great. How should you best launch it within your organization? Should you dive in and make the most of momentum? Or should you build it up slowly over several years? Every nonprofit has its own set of players and unique culture that will determine your answer. And in our experience, that culture takes on significance in the midst of big changes. So, as you are looking for the right time to introduce marketing automation, take the pulse of your organization’s culture, leadership, and risk tolerance and use that to shape your approach.

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Clarifying Roles to Manage Technology Change

Change Management Roles

When managing change during a technology project, it is essential for individuals and departments to understand their role and responsibilities to help the organization through the transition. The planning team should consider each set of expectations, and determine if team members understand their role, and know how to communicate and achieve those expectations. Do they have the required skills to support this change?  For example, does the Executive Director understand what role they will play on the CRM project and how their role and influence will make a difference during the project? Clearly the database administrator will also have a role, but do they understand why their input is necessary, and what they need to accomplish?

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