Author - Team Heller

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Don’t Be Impatient: Marketing Automation Tip #6 of 7
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A Salesforce Certification Frenzy!
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Webinar: Turning a CRM Vision into Reality
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Strategy First, Then Tools: Marketing Automation Tip #5 of 7
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Salesforce App Builder Certification – The Salesforce Interface In-Depth
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Create Content FOR Your Audience: Marketing Automation Tip #4 of 7
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Whitepaper: Introduction to Analytics for Nonprofits
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Nonprofit Success Pack is Coming to Dreamforce
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Kaia Swift
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Don’t Miss These Sessions at Dreamforce 2016

Don’t Be Impatient: Marketing Automation Tip #6 of 7

Nonprofit Marketing Automation Tips 6

You’ve selected which marketing automation toolset is best for your organization, so how long will it be before you are executing your strategy? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, Tip #4 and Tip #5.) Don’t rush it! Make sure you take the time to implement the system properly so that it matches your strategy. How effective is a tool that doesn’t do what you need?

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A Salesforce Certification Frenzy!

dreamforce-certified-team-heller

Some say that Dreamforce is the perfect time to take Salesforce certification exams, and others say it can be too hectic. This year Heller’s team dove in to take advantage of the discounted exam fees and friendly encouragement to add a few more certifications to the company catalog. We are extremely proud of our team for putting in the extra time to prepare for these exams in addition to their regular workload. Fortunately, we work in and around Salesforce every day so we are more than a little bit familiar with how everything works. In fact, one of our team found a mistake on one of the exam questions and earned additional respect and admiration from the Salesforce team!

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Webinar: Turning a CRM Vision into Reality

crm3-roadmap-webinar-salesforce

Room to Read is a nonprofit organization changing the lives of millions of children by supporting literacy and gender equality in education throughout developing countries. As they aimed to expand services to serve more children in more regions, they found their existing systems were not able to support new forward thinking strategies. Rather than simply replace systems, they decided to engage with Heller Consulting for a thoughtful process to determine the best path forward. Heller guided them through a CRM planning and solution selection process and finally led the implementation of the new solution. These newly established systems are critical for keeping their information organized and accessible for their constituents and stakeholders, and allow them to provide services and support around the world.

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Strategy First, Then Tools: Marketing Automation Tip #5 of 7

Nonprofit Marketing Automation Tip 5

Content and planning are king and queen when it comes to marketing automation, so when you have your best materials together and ready to execute your plan, what tools do you select? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, and Tip #4.) It’s essential to find a tool that matches your goals and your strategy, so make sure you determine your strategy first.

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Salesforce App Builder Certification – The Salesforce Interface In-Depth

salesforce-platform-app-builder-certification

One of the newly revised Salesforce certifications is the Platform App Builder Certification. This certification incorporates the skills needed to design, build, and implement custom applications within the Force.com platform. Consultants with this certification have a rich understanding of how to design a data model and user interface to an application, as well as develop the business logic and security requirements. They are also required to utilize Lightning components for mobile use, design reports and dashboards, and finally be able to deploy their custom application. Heller’s own Bre-Lyn Cober Wong has earned her Platform App Builder Certification, and below shares how she incorporates it into her work.

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Create Content FOR Your Audience: Marketing Automation Tip #4 of 7

Nonprofit Marketing Automation Tips 4

When generating and assembling content for your marketing automation program, it’s important that it matches your goals as well as your timeline. (If you haven’t already, be sure to read Tip #1, Tip #2, and Tip #3.) Another vital perspective to consider is that of your constituents. What do they come to you for?

Tip #4: Step into your audiences’ shoes to generate strategic automated content.

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Whitepaper: Introduction to Analytics for Nonprofits

introduction-to-analytics-nonprofits Heller Consulting

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of information about their supporters, beneficiaries and advocates. To take advantage of this information, organizations must go beyond basic reporting and explore the quickly expanding world of “analytics”. Effective use of analytics can help determine the value of programs and initiatives as they relate to serving your beneficiaries, building long-term relationships with your supporters, and guiding your nonprofit forward.

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Nonprofit Success Pack is Coming to Dreamforce

rediscover-npsp-dreamforce

One of the big announcements for nonprofits at this year’s Dreamforce is going to be the launch of the Nonprofit Success Pack (NPSP). For many years NPSP was known as the Nonprofit Starter Pack and helped thousands of nonprofits start using the powerful and flexible Salesforce platform for their fundraising and constituent management. From now on NPSP will be known as the Nonprofit Success Pack, a name that reflects its goal to provide end-to-end solutions for any size organization to succeed by enabling coordinated interaction with supporters, members, funders, volunteers, and beneficiaries.

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Kaia Swift

Kaia Swift
Administrative and Marketing Assistant

My  interest in the nonprofit sector started during my first internship with an organization that served military families. From there, I interned with an education nonprofit, C-SPAN, and an advertising agency where I primarily worked with clients on cause marketing campaigns. After graduating college, I knew I wanted to continue working alongside people who were dedicated to public service, and that led me to positions with a government watchdog group and later, a church.

As a part of the Heller team, I assist with marketing efforts and business operations, including finance and travel. Above all, I enjoy working with a team that is enthusiastic about finding new ways to serve the nonprofit community.

I hold a Bachelors in Journalism degree from the University of Missouri. In my spare time, I volunteer for organizations that work with military families.

Don’t Miss These Sessions at Dreamforce 2016

Dreamforce Heller Session Background

Heller will be on stage again this year sharing best practices and effective procedures we’ve learned through hundreds of client projects. This year we’ll discuss creating a roadmap for an effective CRM solution that leverages the strength of the Salesforce platform for today’s needs, as well as building a foundation that will allow future growth and functionality.

What to Expect When You’re Connecting: Planning for a Complex Implementation

Thursday, October 6, 2:00 pm PT
Salesforce.org Lodge, Power of Us Theater – Session Link
The Westin St. Francis Union Square Hotel – 
Map

Feeding America is transforming by adopting Salesforce as a strategic technology platform to connect their organization. Join us to learn how they started their journey with an early CRM vision, built momentum and support through strategic planning, and are now moving forward with an extensive implementation. See how Feeding America manages the adoption of a new platform across their organization, keeping their many teams informed and coordinated. Learn how to identify your own challenges, and start connecting the dots from those challenges to the right technology strategies. Presented by Salesforce.org partner Keith Heller of Heller Consulting and Feeding America’s VP of Philanthropy Operations John Vega.

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