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Business Intelligence Tools for Nonprofits: Tableau
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Recognizing Resistance to Change
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Transcript: StratusLIVE: CRM Options for Enterprise Nonprofits
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Best Sessions for Nonprofits at Dreamforce 2017
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Webinar: Revolution Online: CRM Options for Enterprise Nonprofits
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An Impactful Event with Salesforce
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Transcript: Integrating The Raiser’s Edge and Salesforce
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Business Intelligence Tools for Nonprofits: Einstein Analytics
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Dreamforce 2017 Is Almost Here!
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Transcript: ClearView CRM: CRM Options Webinar
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Featured Posts

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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Transcript: Integrating The Raiser’s Edge and Salesforce

On September 28, Heller Consulting and Omatic Software hosted and Expert Q & A session to discuss the possibilities and challenges of system integration. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. You can view the webinar here, and read the full transcript below.

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Business Intelligence Tools for Nonprofits: Einstein Analytics

business-intelligence-nonprofits-einstein-analytics

This month’s business analytics for nonprofits write up is about Salesforce’s Einstein Analytics. With this post as well as our 2014 whitepaper on business intelligence for nonprofits, 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. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data into a valuable asset that provides evaluation of past efforts as well as insights needed for future decisions. 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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Dreamforce 2017 Is Almost Here!

dreamforce-2017-background

In 2016, over 171,000 people registered to attend Salesforce.com’s spectacular Dreamforce conference. Over 8,000 attendees and 118 breakout sessions were specifically for nonprofit and higher education causes. Dreamforce 2017 promises to be even more exciting, informative, and spectacular! If you are coming to San Francisco to be part of one of the largest software conferences in the world, we’d love to meet up with you. We can catch a session together, discuss your technology challenges, or even just provide tips on how to make the most of Dreamforce! Just use the contact form to the right and we’ll contact you to pick a convenient time!

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Transcript: ClearView CRM: CRM Options Webinar

On September 19, Keith Heller hosted the SofTrek team to present the fifth installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of ClearView CRM. This series is designed to help organizations learn more about today’s CRM solution marketplace and develop strategies to overcome common obstacles preventing them from adopting new technology.

Below is the transcript of the webinar. To get the full context and view the demo of ClearView CRM, please view the recording here.

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