Author - Matthew Mielcarek

1
Driving the CRM Movement Forward, Together
2
Creating an Exceptional Experience
3
Agile AND Waterfall In Your Organization
4
Managing Your Direct Mail Program on Salesforce NPSP
5
Setting Excellence as a Standard in your CRM Implementation
6
Strengthening Relationships with Your Affiliates
7
First Steps Beyond CRM Fundraising

Driving the CRM Movement Forward, Together

crm-innovator-forum-nurture-constituents

In case it isn’t clear from our posts and resources, we’re CRM superfans at Heller Consulting. We’ve lived and breathed donor management and constituent engagement for over two decades, and we’re still fascinated by the strategies and tools that enable stronger relationship building. After years of sharing our experience with our clients, we realized leadership at enterprise nonprofit organizations needed a way to share their own perspectives directly with their peers. With this simple spark, the CRM Innovator Forum was born.

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Creating an Exceptional Experience

Creating Exceptional Experiences Nonprofit

When was the last time a company provided you with an exceptional customer experience?

This year I finally achieved one of my personal goals and joined a new gym.  I’d never registered for a fitness class quite like this, and had anxiety well before I first walked in the door.  Fortunately, the gym knows how important it is to serve first timers and they’ve invested in process and systems to make each first time visit a success. From their informative website to in-person communication, they strive to create a welcoming experience. The first time I arrived, the front-desk reception and my new trainers all knew I was just starting the program and were ready to get me up to speed!  I got exceptional attention and instructions on how to get started, and the email survey I received directly after the class inquired about how it could be even better.

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Agile AND Waterfall In Your Organization

agile-waterfall-project-management

Project management styles are often considered where pros and cons are explored to determine the best approach for an organization.  For some, chief criteria might be earliest access to tools. Others might require an articulated project plan, upfront.  And others might prioritize a high-level of participation from team members, above all. Does agile or waterfall work best for your organization? The most innovative organizations are choosing the right methodology for the right project – where both approaches can exist side-by-side.

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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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Setting Excellence as a Standard in your CRM Implementation

Setting Excellence Standard Salesforce

The promise of true CRM – that fabled 360° view of your constituents – is achievable only when nonprofit business units across an enterprise join together.  By combining data and aligning business processes through the use of technology, a unified constituent profile can be realized.  Rationalizing business process and eliminating redundancies across business units ensures that we are working towards a common goal over what can often be a multiyear implementation for many organizations.

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Strengthening Relationships with Your Affiliates

CRM Affiliates Hub Spoke Relationship

In delivering large enterprise-wide CRM implementations, the Heller team commonly engages with headquarters, or the national entity of a nonprofit organization, in pursuit of strengthening constituent relationships.  As part of this process, organizational dialogue related to constituent engagement grows and this conversation inevitably turns inward.

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First Steps Beyond CRM Fundraising

First Steps Beyond CRM Fundraising

Nonprofit CRM implementations are often lead by a fundraising need. Development teams serve as strong catalysts for change as they are frequently the first to feel the impact of aging technology, and can demonstrate a clear benefit to opportunities presented by modern and emerging digital channels. When starting a CRM for fundraising initiative, it is important to consider the entire organization’s strategic and technological vision for the future.

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