Author - Team Heller

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Transcript: Revolution Online: CRM Options for Enterprise Nonprofits
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Dreamforce Session on Change Management
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Earning a Salesforce Application Architect Certification
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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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Dreamforce 2017 Is Almost Here!
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Transcript: ClearView CRM: CRM Options Webinar

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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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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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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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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