Author - Team Heller

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Communication Best Practices: Preparing for Change Before “Go Live”
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Webinar: How to Thrive in an Uncertain Fundraising Environment
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Transcript: Blackbaud CRM Solutions
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Webinar: NGO Connect: CRM Options for Enterprise Nonprofits
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Transcript: Top 3 Missed Opportunities to Use Wealth Screening
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Transcript: Flash Class: Managing Change for Success
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Reporting Is Not Analytics
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Webinar: Blackbaud’s CRM Solutions: CRM Options for Enterprise Nonprofits
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Transcript: NPSP: CRM Options for Enterprise Nonprofits
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Webinar-Flash Class: Managing Change for Success

Communication Best Practices: Preparing for Change Before “Go Live”

preparing for change before go live

The months leading to a technology project’s “Go-live” day can be stressful and nerve-wrecking. The time before, during, and after “Go-live” are all critical points of change for your colleagues undergoing the system implementation. It’s important to manage this change proactively from the start and to have a plan to manage this change. Ideally, the days leading to “Go-live” day have included a lot of work to prepare your stakeholders. Hopefully you’ve been engaging them in the project by building the awareness on why the project is important, addressing their “WIIFM” concerns, paving the way with clear expectations on training and using the new system, and holding your team accountable to what is expected. These are all the major tenets in the ADKAR model for change management.

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Webinar: How to Thrive in an Uncertain Fundraising Environment

thrive in uncertain fundraising times

The world of nonprofit fundraising is changing dramatically. As most organizations are planning for the upcoming biggest fundraising season of the year, the added risk and uncertainty makes an already stressful time of year even more intense.

  • Demographics and giving habits are shifting: The Boomers are moving into retirement, the Gen Xers are finally making enough money to give, and despite Millennials destroying everything, they are giving and volunteering more than any other group.
  • Political and economic climates are uncertain: Regardless of your affiliation, it’s clear that politics and the economy are impacting the reasons and amounts people give to nonprofits, as well as which ones they’re giving to.
  • Changing technology: Social media, mobile giving, direct mail, email. Every day seems to bring a new ‘must-have’ app, channel, or technology we need to master to be successful

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Transcript: Blackbaud CRM Solutions

In our third installment of our CRM Options for Enterprise Nonprofits webinar series, Heller and representatives from Blackbaud showcased the features and benefits of Blackbaud’s CRM Solutions. We hope this series helps organizations learn more about today’s CRM solution marketplace so they can overcome the obstacles preventing them from adopting new technology.

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Webinar: NGO Connect: CRM Options for Enterprise Nonprofits

NGO-Connect-CRM-options-enterprise-nonprofits

This is the fourth installment in our “CRM Options for Enterprise Nonprofits” series focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.

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Transcript: Top 3 Missed Opportunities to Use Wealth Screening

On June 27, advancement experts from WealthEngine and Heller Consulting discussed underutilized strategies that can help boost the success of your next campaign. In this webinar, they showed how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. Below is the transcript of the webinar, and you can view the entire session here.

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Transcript: Flash Class: Managing Change for Success

On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam to share her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she explained the purpose of change management, and shared best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects. Below is the transcript, and you can download the slides and watch the full webinar here.

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Reporting Is Not Analytics

reporting-is-not-analytics

Take a moment to read that title again: Reporting Is Not Analytics. We wanted to get that out in the open right away. If you’ve been reading our site, you may have noticed that Heller Consulting works with CRM strategy and technology. You may have also noticed that we share and present at many of the nonprofit events and conferences throughout the year. This means we get to talk to many people in the nonprofit community about CRM, the data an effective CRM contains, and the variety of ways that data can benefit an organization. Once thing we’ve noticed is when we start to talk about analytics, many people happily tell us something like, “Oh yes, analytics are important to us. I get daily reports from this or that department and a weekly summary from these departments, and each quarter we roll everything up into org-wide summary reports.” “That is super!” we say, and then we are compelled to politely clarify, “…but it’s important to understand that reporting is not analytics. Reporting is a form of analytics, but a “light” version as practiced by most organizations.”  It’s the confused looks combined with the next several minutes of the discussion that inspired this post and the ones to follow in the coming months. We hope they help clarify some of the ideas and concepts surrounding analytics and business intelligence.

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Webinar: Blackbaud’s CRM Solutions: CRM Options for Enterprise Nonprofits

Blackbaud-CRM-options-enterprise-nonprofits

For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. On August 8, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good.

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Transcript: NPSP: CRM Options for Enterprise Nonprofits

On June 27, Salesforce.org and Keith Heller presented the second installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of Salesforce.org’s Nonprofit Success Pack. 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.

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Webinar-Flash Class: Managing Change for Success

managing-change-for-success

As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success.

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