Author - Team Heller

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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
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Webinar: Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement
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Webinar: Nonprofit Success Pack: CRM Options for Enterprise Nonprofits
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Transcript: Introduction to CRM Options for Enterprise Nonprofits
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Earning a Salesforce Certified Sales Cloud Consultant Credential

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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Webinar: Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement

top 3 missed opportunities wealth screening advancement 2

College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns.

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Webinar: Nonprofit Success Pack: CRM Options for Enterprise Nonprofits

NPSP-CRM-options-enterprise-nonprofits

View the video below to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do.

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Transcript: Introduction to CRM Options for Enterprise Nonprofits

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.

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Earning a Salesforce Certified Sales Cloud Consultant Credential

salesforce-sales-cloud-consultant

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.

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