Archive - 2017

1
Transcript: Revolution Online: CRM Options for Enterprise Nonprofits
2
Dreamforce Session on Change Management
3
How Do Nonprofits View Change?
4
Earning a Salesforce Application Architect Certification
5
Business Intelligence Tools for Nonprofits: Tableau
6
Recognizing Resistance to Change
7
Transcript: StratusLIVE: CRM Options for Enterprise Nonprofits
8
Best Sessions for Nonprofits at Dreamforce 2017
9
Webinar: Revolution Online: CRM Options for Enterprise Nonprofits
10
An Impactful Event with Salesforce

Transcript: Revolution Online: CRM Options for Enterprise Nonprofits

On November 16, Heller presented the seventh and final installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology. Below is the transcript of this installment focused on Revolution Online, a CRM built by ROI Solutions.

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Dreamforce Session on Change Management

dreamforce-video-slides-change-management

At Dreamforce this year,The Chicago Council on Global Affairs’ Database Services Officer Sara Darga presented with Keith Heller on how to strategically manage change during a technology project. Sara shared some of the tools and techniques that make up a comprehensive Change Management Success Framework and Keith outlined a few of the red flags that indicate a project might be in jeopardy. In this session they show how The Council’s combination of an effective change management plan and real-time monitoring was instrumental in helping them achieve extremely high user adoption of their system, allowing them to provide a more effective forum for world leaders, policymakers, and other experts to speak on global issues.

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How Do Nonprofits View Change?

not-change-we-mean

It’s nearing the end of the year, and many nonprofits are their busiest during this quarter. With all of the year-end campaigns, fundraising activities, and general calendar-year close going on, it can be a time when an organization can feel at capacity. To make sure that no one burns out, organizations plan carefully to make sure that every task is assigned appropriately and that all that hard work is rewarded with bowls of chocolates or even a morning celebration when the year-end fundraising goal gets surpassed.

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Earning a Salesforce Application Architect Certification

salesforce-certified-application-architect

Heller is excited to announce that Val Maulbeck has earned her certification as a Salesforce Application Architect! Congratulations, Val! If you’ve been keeping score at home you may remember our frenzy of Salesforce certifications from Dreamforce 2016. Val was member of that Exceptional Eight earning her Platform Developer I certification. Clearly, she didn’t think that was enough, and has been working hard this year for a few more.

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Business Intelligence Tools for Nonprofits: Tableau

business-intelligence-nonprofits-tableau

November’s business analytics for nonprofits write up is about industry leader Tableau. If you’ve been reading the rest of the series, you know 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 clarify which tools might be suitable for their organization and warrent a deeper look. Find out more on what business intelligence can do in these two papers designed to get nonprofits started on the road to effective BI strategies. Business Intelligence for Nonprofits was released in 2014 and covers some of the early tools adopted by nonprofits. For details on 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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Recognizing Resistance to Change

change-management-recognize-avoid-resistance

It’s somewhat commonly known that a large portion of change initiatives, including technology-based initatives, fail. While the percentage varies by study, it’s high – about 70%. We are living in an age of technical and social disruption – and today’s nonprofits are challenged to evolve through that disruption successful while stewarding donor dollars effectively. The Chicago Council on Global Affairs experienced this disruption first-hand, and worked together as a team to overcome the challenges they faced.

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Transcript: StratusLIVE: CRM Options for Enterprise Nonprofits

On September 26, Heller presented the sixth installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology.Below is the transcript of this installment focused on StratusLIVE, a CRM built on the Microsoft Dynamics platform.

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Best Sessions for Nonprofits at Dreamforce 2017

dreamforce-2017-recommended-sessions

At last year’s Dreamforce conference over 118 breakout sessions were offered specifically for nonprofit and higher education causes to over 8,000 nonprofit attendees. Dreamforce 2017 promises even more. So with all that going on for nonprofits, plus the 165,000 additional people, businesses, and organizations descending on San Francisco, how do you make the most of your time?

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Webinar: Revolution Online: CRM Options for Enterprise Nonprofits

ROI-CRM-options-enterprise-nonprofits

This is the seventh installment in our “CRM Options for Enterprise Nonprofits” series. We kick off this episode with Keith Heller providing an outline of the importance of analytics within nonprofits, and sharing how any organization can start their analytics initiative off right.

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An Impactful Event with Salesforce

impactful-event-with-salesforce

On October 3 representatives from leading nonprofits met in New York City to share how they use Salesforce technology to increase their impact and nurture relationships with constituents. Hosted by Heller Consulting, this exclusive event provided organizations an open forum to share first-hand stories of CRM challenges and successes, and to discuss how to apply those lessons to their own unique situations.

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