Archive - October 2016

1
Webinar: Turning a CRM Vision into Reality
2
Strategy First, Then Tools: Marketing Automation Tip #5 of 7
3
3 Key Lessons in Change Management
4
Salesforce App Builder Certification – The Salesforce Interface In-Depth
5
Create Content FOR Your Audience: Marketing Automation Tip #4 of 7
6
Whitepaper: Introduction to Analytics for Nonprofits

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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3 Key Lessons in Change Management

3-key-lessons-change-management

When planning a technology initiative, scheduling active change management isn’t always the first priority on the to-do list. This is unfortunate because incorporating change management strategies is one of the most effective ways to ensure a successful project. I had this clearly illustrated for me during a technology transition project and I’ve benefited from that valuable lesson throughout my career. Specifically, I learned the difference between designing a great solution and successfully implementing a great solution is effective change management.

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Salesforce App Builder Certification – The Salesforce Interface In-Depth

salesforce-platform-app-builder-certification

One of the newly revised Salesforce certifications is the Platform App Builder Certification. This certification incorporates the skills needed to design, build, and implement custom applications within the Force.com platform. Consultants with this certification have a rich understanding of how to design a data model and user interface to an application, as well as develop the business logic and security requirements. They are also required to utilize Lightning components for mobile use, design reports and dashboards, and finally be able to deploy their custom application. Heller’s own Bre-Lyn Cober Wong has earned her Platform App Builder Certification, and below shares how she incorporates it into her work.

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Create Content FOR Your Audience: Marketing Automation Tip #4 of 7

Nonprofit Marketing Automation Tips 4

When generating and assembling content for your marketing automation program, it’s important that it matches your goals as well as your timeline. (If you haven’t already, be sure to read Tip #1, Tip #2, and Tip #3.) Another vital perspective to consider is that of your constituents. What do they come to you for?

Tip #4: Step into your audiences’ shoes to generate strategic automated content.

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Whitepaper: Introduction to Analytics for Nonprofits

introduction-to-analytics-nonprofits Heller Consulting

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of information about their supporters, beneficiaries and advocates. To take advantage of this information, organizations must go beyond basic reporting and explore the quickly expanding world of “analytics”. Effective use of analytics can help determine the value of programs and initiatives as they relate to serving your beneficiaries, building long-term relationships with your supporters, and guiding your nonprofit forward.

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