Archive - 2017

1
Business Intelligence Tools for Nonprofits: Quicksight
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Transcript: Blackbaud CRM Solutions
3
Webinar: NGO Connect: CRM Options for Enterprise Nonprofits
4
Transcript: Top 3 Missed Opportunities to Use Wealth Screening
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Transcript: Flash Class: Managing Change for Success
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Essential Elements: The Project Sponsor
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What Disruptive Technology Means for Your Nonprofit
8
Reporting Is Not Analytics
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Webinar: Blackbaud’s CRM Solutions: CRM Options for Enterprise Nonprofits
10
Integrated Cross-Channel Marketing for Nonprofits is Essential

Business Intelligence Tools for Nonprofits: Quicksight

business-intelligence-nonprofits-quicksight

The landscape for business intelligence and analytics tools is constantly changing. In 2014 we released a popular whitepaper on business intelligence for nonprofits. Since then there have been many changes and new entries to the market, so this series of posts will feature four new tools we’ve seen most commonly used at nonprofit organizations. Our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to quickly see the basic differences between the tools, and start to clarify which tools might be suitable for their organization. If you have specific questions about getting started with your own analytics initiative, please download our paper “Introduction to Analytics for Nonprofit Executives” or contact us directly to discuss your specific needs.

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Transcript: Blackbaud CRM Solutions

In our third installment of our CRM Options for Enterprise Nonprofits webinar series, Heller and representatives from Blackbaud showcased the features and benefits of Blackbaud’s CRM Solutions. We hope this series helps organizations learn more about today’s CRM solution marketplace so they can overcome the obstacles preventing them from adopting new technology.

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Webinar: NGO Connect: CRM Options for Enterprise Nonprofits

NGO-Connect-CRM-options-enterprise-nonprofits

Join us Wednesday, August 30 for the fourth installment in our “CRM Options for Enterprise Nonprofits” series focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.

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Transcript: Top 3 Missed Opportunities to Use Wealth Screening

On June 27, advancement experts from WealthEngine and Heller Consulting discussed underutilized strategies that can help boost the success of your next campaign. In this webinar, they showed how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. Below is the transcript of the webinar, and you can view the entire session here.

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Transcript: Flash Class: Managing Change for Success

On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam to share her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she explained the purpose of change management, and shared best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects. Below is the transcript, and you can download the slides and watch the full webinar here.

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Essential Elements: The Project Sponsor

essential-elements-project-sponsor

In any successful technology implementation, there is an engaged and active project sponsor. This is the person who is the driving force behind the initiative, leading, sustaining, cajoling, and sometimes dragging the organization through an often challenging process. Depending on the organization culture, they can be the technical lead who is respected for their deep system knowledge, or they can be the relationship wrangler, the person who can easily speak with every team member and department. Regardless of their skills, an effective sponsor, or often a sponsorship team, is someone who is trusted and respected.

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What Disruptive Technology Means for Your Nonprofit

disruptive technology means nonprofits

In the last few years, a prominent theme in the nonprofit technology sector–and the Salesforce space in particular–has been the concept of “disruptive technology”. But what does this really mean, and how does it impact the way nonprofits function and approach technology innovation?

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Reporting Is Not Analytics

reporting-is-not-analytics

Take a moment to read that title again: Reporting Is Not Analytics. We wanted to get that out in the open right away. If you’ve been reading our site, you may have noticed that Heller Consulting works with CRM strategy and technology. You may have also noticed that we share and present at many of the nonprofit events and conferences throughout the year. This means we get to talk to many people in the nonprofit community about CRM, the data an effective CRM contains, and the variety of ways that data can benefit an organization. Once thing we’ve noticed is when we start to talk about analytics, many people happily tell us something like, “Oh yes, analytics are important to us. I get daily reports from this or that department and a weekly summary from these departments, and each quarter we roll everything up into org-wide summary reports.” “That is super!” we say, and then we are compelled to politely clarify, “…but it’s important to understand that reporting is not analytics. Reporting is a form of analytics, but a “light” version as practiced by most organizations.”  It’s the confused looks combined with the next several minutes of the discussion that inspired this post and the ones to follow in the coming months. We hope they help clarify some of the ideas and concepts surrounding analytics and business intelligence.

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Webinar: Blackbaud’s CRM Solutions: CRM Options for Enterprise Nonprofits

Blackbaud-CRM-options-enterprise-nonprofits

For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. On August 8, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good.

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Integrated Cross-Channel Marketing for Nonprofits is Essential

integrated-cross-channel-marketing-nonprofits

As our world becomes more digitally connected, nonprofit and Higher Ed constituents are faced with an increasing quantity of messages coming from multiple channels. Emails, social feeds, and ads across the internet are all becoming customizable to individual preferences. While ‘being known’ was once a unique customer service experience, constituents have come to expect highly relevant, personalized content and quick, simple interactions with organizations. They receive this from corporate brands, so why should the nonprofit they support be any different? Organizations that deliver an integrated multi-channel experience are already benefiting from the deeper and more rewarding relationships they are building.

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