On May 23, Keith Heller presented the introduction to CRM Options for Enterprise Nonprofits webinar series. This series is 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.
The Salesforce Certified Sales Cloud Consultant credential is a respected achievement in the Salesforce community. More detailed than the Administrator and Advanced Administrator certifications, a Certified Sales Cloud Consultant has proven that they can design applications and interfaces that allow sales and marketing teams to increase their productivity and prove their success. Hellerite Kate Bennet recently earned her Certified Sales Cloud Consultant credential and shares a few tips that helped her along the way.
The Change Management Conference for 2017 will be kicking off Sunday May 21 in New Orleans and is sure to be an even bigger success than last year. Produced by the Association of Change Management Professionals (ACMP), this annual event is the largest gathering of all levels of change practitioners. This year there are six unique content tracks to appeal to a wide array of attendees: Professional Practices, Foundations, Enterprise Capabilities and Leadership, Tools of the Trade, Integrated Disciplines and Partnerships, and Trends and Innovation. Each track of the Change Management Conference is designed to allow attendees to learn, practice, and experiment with new and innovative change management techniques, providing knowledge that can be applied immediately upon return to the office.
Keeping a community of technical professionals in touch and in constant communication can be a daunting task filled with expectations, especially when the community is spread over 160 countries with more than 400,000 members. So when it came time to update their community portal, one organization leveraged the features of Salesforce Community Cloud to give their site an updated look and feel, increase engagement, and streamline management tasks.
Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system.
Extending an effective CRM with an analytics initiative can be a challenge for any organization. It demands a deep understanding of how the organization works, the processes in place, and the Key Performance Indicators (KPIs) that will guide future decision making. So where do you get started? As with any project there are common barriers to overcome, but with effective planning and effort success is within reach for anyone. It’s not as difficult as it may seem. In the simplest explanation, determine what you want to achieve, and then develop a plan to get there.
Account Executive – Higher Education
I started working with nonprofit organizations almost 20 years ago helping individuals working to exit homelessness in Chicago. My next challenge was in City Year’s Boston headquarters rolling out The Raiser’s Edge to fifteen chapters around the country. I knew from the beginning that working with nonprofits was the right choice for me.
In 2004, I found a long-term home at Heller allowing me to work with hundreds of organizations–including schools, colleges, human service organizations, and many more. I consulted on business process, built custom technical solutions, and developed effective growth strategies for a wide range of clients over the next 9 years.
In 2013 I took on the role of Operations Manager at Jackson River, learning more about how digital marketing is an essential component in a complete engagement and advancement strategy. The following year I took on a new challenge at the University of Wisconsin Foundation, where I managed a team of seventeen people responsible for core data processing as we implemented a new CRM system, GL software, digital marketing system, and campus portal. The depth and complexity of this role allowed me to apply and extend my experience with the challenges faced by the higher education community and I’m thrilled to bring that experience back to my current role.
Outside of Heller, I enjoy writing, spending time on Wisconsin’s Lake Mendota with my husband, and spoiling my two dozen nieces and nephews. I have a Bachelor’s in Sociology from Loyola University Chicago, a Master’s in Journalism from Boston University and a Master of Fine Arts in Fiction Writing from the University of California Riverside.
Philanthropy is an increasingly critical source of funds for colleges and universities, and advancement and major giving programs require a different set of tools than annual campaigns and online giving appeals. Because individual relationship building is key to securing major gifts, empowering major gift officers to do what they do best is essential. The most successful advancement offices leverage technology where it makes sense: to identify the best prospects, easily manage their day to day work and collaborate with all members of the team who participate in the fundraising process. Our recent project with Gordon College is an excellent example of how colleges can take advantage of advanced technology to help their team to succeed.
Heller Consulting is pleased to announce that we will be speaking at the 5th Annual Higher Ed Summit this month in Austin, Texas. This conference brings together leading colleges, universities, and industry experts to share effective technology strategies that bring measurable success.
Sign up to receive our presentation and resources from the conference below.
Have you made your plans for sessions you want to see during The Nonprofit Technology Conference next week? It’s worth the time to go through the full agenda to see the variety of speakers and topics. Here are a few sessions to consider checking out. You may notice the first two are presented by the Heller team, and we’d especially love to see you there! What other sessions are you interested in?