Author - Team Heller

1
Making the Most of Dreamforce 2018
2
Billy Schweig
3
CRM Roadmap to Transform a Food Bank
4
5 Essential Tips for Crafting an Expert Fundraising Strategy
5
Salesforce Consultant
6
Communications Toolkit for System Launch
7
Webinar: Preventing Project Failure
8
Lynn Krause
9
Worst Case Study: When Everything Went Wrong
10
Ellen Duero Rohwer, CFRE

Making the Most of Dreamforce 2018

heller-dreamforce-2018

With nearly 200 sessions specifically for nonprofits, over 3,000 sessions total and about 170,000 attendees, Dreamforce 2018 will certainly be an engaging event. It can be overwhelming to figure out how to make the most of it, but the good news is, there is plenty going on, so even if you miss the mark on a couple of your selections or find you really need a nap halfway through day 2, you’ll still get your money’s worth. That said, we do have a couple tips for making the most of it.

We noticed something that mirrors our own experience with clients: last year analytics and online marketing were a huge emphasis, with a lot of new announcements about Einstein, Marketing Cloud and other marketing tools. While there are still great sessions about those things, there is a greater range of sessions on nonprofit functional areas. You can find sessions on volunteer management, call and service center, program analytics and more. This is what we’ve seen in the sector too: amazing organizations rolling up their sleeves and coming up with smart ways to use Salesforce to improve their work across their organizations. Analytics and automation are not just promising buzzwords, but practical tools being used to get the work done. What’s better than that?

Below is a list of the sessions that caught our eyes. We hope you have a great time and we hope to see you there!

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Billy Schweig

Billy Schweig
Consultant

Prior to his work serving nonprofits with Team Heller, Billy served in nonprofit leadership roles for nearly a decade. He has led Salesforce implementations in multiple past roles including his time as Mission Advancement Director at Green Opportunities, as Community Partnerships Director for United Way of Asheville & Buncombe County, and during his tenure as the Manager of Organizational Effectiveness at Capital for Change. His educational background includes a Bachelor of Arts in Interdisciplinary Studies and a Master of Public Affairs with a focus in nonprofit management. Billy has a passion for many causes, but especially loves working with and volunteering for community development missions and those working to address joblessness and educational disparities. When he’s not working with nonprofits, you can often find him crafting in his woodshop, canoeing one of WNC’s beautiful rivers, or playing board games with friends.

CRM Roadmap to Transform a Food Bank

We recently had the opportunity to develop a CRM Roadmap for a large food bank that wanted to streamline its systems and business processes to better serve its community. Like most food banks, it has a loyal constituency: many volunteers are also clients; many donors also volunteer; individuals might first encounter the food bank through an employer-sponsored activity and then sign up for a peer-to-peer fundraising event.

Instead of internal systems showing the many ways people connect with the food bank, employees often find out from the constituents themselves. This is frustrating for both the constituents and the food bank team. More than ever, nonprofit supporters and clients expect to be known. They expect that when an organization sends them an annual appeal request, it is doing so with a full understanding of giving history, past volunteer hours and gala attendance over the years.

That is all much easier said than done.

But it is possible.

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5 Essential Tips for Crafting an Expert Fundraising Strategy

Guest Post by Aly Sterling

When the only constant element of our political and economic environment is its daily instability, it can be difficult guide your nonprofit with confidence. You can’t always predict what will happen next month (or even next week), but there are some steps you can take to begin ensuring the stability of your organization.

By assessing and optimizing your fundraising strategy, you can increase your organization’s endurance and adaptability in uncertain times.

That is, a strong and adaptive internal process for fundraising strategy is the ultimate safeguard against a rocky environment.

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Salesforce Consultant

Our work within the non-profit sector combines technical and strategy expertise with hands-on understanding of non-profit operations. Success in this role requires advanced knowledge of non-profit operations, technology, strategy and experience with Salesforce. A strong candidate will demonstrate the ability to work with organizations to develop efficient operational business processes and clear workflow systems, while following industry best practices.

Our projects range from facilitating a full database conversion and product implementation to performing operational and/or technical strategic assessments and business transformational consulting.

This position requires strong project management skills and the ability to juggle a number of projects at once. Because most of the work is client facing, strong written and verbal communication skills and a genuine interest in helping people and non-profits are very important. The ability to collaborate with peers and clients while building consensus is also critical for success in this position.

Responsibilities

  • Confidently deliver recommendations and facilitate decision making processes
  • Analyze current business practices and make recommendations for improved effectiveness and efficiency
  • Lead requirements gathering, system design, and system configuration
  • Lead and facilitate user acceptance testing
  • Deliver end-user training
  • Develop design and business process documentation
  • Conduct system assessments, develop roadmaps and project plans
  • Lead the migration of client’s CRM data to new system
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • Excellent written and verbal communication skills
  • Non-profit operations experience
  • Advanced knowledge of Salesforce for the non-profit sector
  • Strong project management skills
  • Ability to learn new skills quickly and be flexible and willing to take on new job tasks as they arise
  • Experience and aptitude to make strategic level recommendations and guide visionary decision making for non-profits. These recommendations could have significant influence over fiscal/budgetary, vision, personnel or future state CRM ecosystems
  • Mastery of MS Office, including Word, Excel, Access and PowerPoint

Preferred Qualifications

  • Salesforce Certified Advanced Administrator, Developer or Architect credential
  • Marketing Cloud Experience

Additional Benefits

We offer competitive compensation packages commensurate with experience, health and retirement benefits, educational opportunities for continual growth, and support a healthy work life balance.

This is a regular, full-time, management (“exempt”) position. In a standard workweek, 35 – 38 hours should be spent on projects & tasks billable to a client. Additional non-billable hours are expected and may include staff training or enrichment, client cultivation or general administration.

This position requires travel up to 40% of the time.

Click here to apply.

 

Communications Toolkit for System Launch

Change-Management-tips-MAWA

Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece of software,” we think. But then we log in and start to go about our work and find that nothing is as easy we thought it would be. This isn’t because of system problems (though new systems often have kinks that need to be worked out); it’s because the process, the visuals and sometimes even the data are different than they used to be. All of a sudden, it feels like everything has changed.  The most successful system launches are accompanied by clear, effective and frequent communications that prepare people for the new ways of working and let them know that support is available. In the pages that follow, we outline key components of the communications that make the launch process go as smoothly as possible, complete with real examples from our clients.

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Webinar: Preventing Project Failure

Technology is advancing at an unprecedented pace, and many nonprofits are looking to use new strategies and technology to increase the impact of their missions. While new technology initiatives can be a boon when successful, they can be a bust when there are unexpected challenges, barriers, and obstacles to overcome draining and demoralizing the team for months or even years.

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Lynn Krause

Lynn Krause
Consultant

Lynn has been working with nonprofit organizations for 10 years. Prior to joining Heller Consulting, Lynn worked in senior development roles with the American Heart Association, The Diversity Center of Northeast Ohio, and several other regional organizations.

Lynn has extensive experience in nonprofit administration particularly in management and operations, board development and engagement, large-scaled community events, communications, and utilizing CRM tools to enhance the constituent engagement process. Additionally, Lynn has extensive experience in nonprofit charitable giving specifically around corporate giving, foundations, peer-to-peer campaigns, and individual gifts.

Salesforce Certified Administratorsalesforcecertification-16-sales-cloud-consultant

 

Worst Case Study: When Everything Went Wrong

worst case study train wreck

When things go awry in complex technology projects, organizations can find themselves trapped between two difficult options. They can continue pushing forward with the initiative, potentially wasting resources on a project that is beyond hope of success, or they can abandon the initiative, undo existing work, and hope for funding to try again in the future. Both options carry risk of damaging support for the project and morale of the organization. If the issues in the project impact the organization’s constituency, their reputation could also take a hit. (Read more about the costs of struggling projects here >>) It can be extremely stressful to figure out the best path forward when mired in issues and trying to carry out business-as-usual at the same time. Unfortunately, technology has not (yet) given us the ability to stop time while we get our operational houses in order, but it can help to reach out to an objective third party for help.

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Ellen Duero Rohwer, CFRE

Ellen Duero Rohwer, CFRE
Managing Director, Client Experience

Ellen has been working in the nonprofit industry since 1992. As an energetic major gift fundraiser she enjoyed working with donors for programs in healthcare, the arts, and social services. With a skill for accounting and technology, and education in statistics, she was also drawn into managing donor systems and operations as part of her nonprofit management positions. She started consulting to help her fundraising colleagues make the most of technology systems to support organization strategies. Since then Ellen has worked with hundreds of universities, hospital foundations, museums, and social service organizations. Her work has helped nonprofits evaluate, implement and optimize systems, define metrics, and manage change to better serve their missions.

In her leadership roles at Heller Consulting and JCA, Ellen has managed professional services teams, developed engagement strategies with clients of all kinds, and guided growth of offerings across national and international nonprofit markets.

A recognized expert in the ever-changing nonprofit technology industry, Ellen is a frequent speaker at national conferences. She has a B.A. from Marquette University, an M.A. from University of California at Santa Barbara, and certification in capital campaign management from University of Wisconsin, Madison. Ellen is also a Certified Fundraising Professional (CFRE). Ellen enjoys voraciously reading fiction and non-fiction, singing in her church choir, and serving on the board of directors for her local free dental clinic.

 

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