Category - CRM

1
Business Intelligence Tools for Nonprofits: Einstein Analytics
2
Transcript: ClearView CRM: CRM Options Webinar
3
Webinar: StratusLIVE: CRM Options for Enterprise Nonprofits
4
Transcript: How to Thrive in an Uncertain Fundraising Environment
5
Video: Integrating The Raiser’s Edge and Salesforce
6
How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits
7
Increasing Your Impact with Salesforce
8
Using The Raiser’s Edge and Salesforce in Peace and Harmony
9
Transcript: NGO Connect Webinar
10
A New Reality: Integrating The Raiser’s Edge and Salesforce

Business Intelligence Tools for Nonprofits: Einstein Analytics

business-intelligence-nonprofits-einstein-analytics

This month’s business analytics for nonprofits write up is about Salesforce’s Einstein Analytics. With this post as well as our 2014 whitepaper on business intelligence for nonprofits, our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to clarify which tools might be suitable for their organization and warrent a deeper look. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data into a valuable asset that provides evaluation of past efforts as well as insights needed for future decisions. If you have specific questions about getting started with your own analytics initiative, please download our paper “Introduction to Analytics for Nonprofit Executives” or contact us directly to discuss your specific needs.

Read More

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.

Read More

Webinar: StratusLIVE: CRM Options for Enterprise Nonprofits

StratusLIVE CRM options enterprise nonprofits

This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller will share additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys.

Read More

Transcript: How to Thrive in an Uncertain Fundraising Environment

On September 19, WealthEngine and Heller Consulting teamed up to present How to Thrive in an Uncertain Fundraising Environment. This session covered some of the challenges nonprofit organizations are currently facing, and how to use tried and true fundraising tactics along with efficient technology to overcome those challenges

Below is the transcript of the webinar. Click here to get the full context of the presentation, download the slides, and view the recording. Read More

Video: Integrating The Raiser’s Edge and Salesforce

For many years nonprofit organizations had to choose a single solution for their fundraising and organization management. But improvements in available technology and an openness from companies like Blackbaud and Salesforce now make integration a viable solution for meeting your organization’s needs. This is an exciting change in the evolving world of nonprofit technology, and opens up many opportunities for organizations to achieve even more with their systems.

Heller Consulting and Omatic Software hosted and Expert Q & A session on September 28 to discuss the possibilities and challenges of system integration, and what it can mean for your organization. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. View the webinar below, and please let us know if you have any questions.

Read More

How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits

raisers edge salesforce integration examples

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits.

This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your organization. It has always been our philosophy that you should never invest in an integration unless you are very clear about action you will take with the data once it’s flowing back and forth. To help people think about how they might identify actionable use cases for their organization, we’ve put together three scenarios below that demonstrate possible ways to leverage combined data. Consider this an integration vision-board, if you will.

Read More

Increasing Your Impact with Salesforce

increase impact salesforce event

Salesforce.org provides nonprofit organizations with powerful and flexible CRM solutions designed to nurture lifelong relationships with donors, volunteers, and more. The sophisticated and customizable Salesforce platform allows every organization to deliver their mission more efficiently and effectively with advanced campaign management, real-time analytics, and comprehensive collaboration tools.

Read More

Using The Raiser’s Edge and Salesforce in Peace and Harmony

raisers edge salesforce harmony balance

Pop-quiz: please close out of Facebook and answer the following question:

‘If I use both The Raiser’s Edge and Salesforce to manage different areas of my nonprofit, it’s because:

  1. I’m freakin’ crazy
  2. I truly enjoy working way too hard
  3. I’ll soon be dumping one system in favor of the other
  4. I realize that I can both engage more constituents across the board and raise more money by leveraging the best data out of both systems
  5. I’ve started to ‘drink the Kool-Aid’ – and think just maybe that The Raiser’s Edge and Salesforce could peaceably co-exist

Read More

Transcript: NGO Connect Webinar

On August 30, Smita Vadakekalam hosted the roundCorner team to present the fourth installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of roundCorner’s NGO Connect. 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 NGO Connect, please view the recording here.

Read More

A New Reality: Integrating The Raiser’s Edge and Salesforce

raisers edge salesforce integration

Over the years, we’ve seen a lot of technological innovation that really changed the way nonprofits approached their work.  Raiser’s Edge 7 brought unprecedented sophistication to (and established new standards for) fundraising data management when it first came out. Peer-to-peer fundraising was changed forever by Convio. Salesforce’s entry into the sector pushed everyone to think of openness and expansion in whole new ways.

Today, there’s another shift we’re noticing that we’re particularly excited about, one that brings the best of these prior evolutions together: Solution vendors across the sector are embracing the idea of integrating systems in unprecedented ways, which means that nonprofits can more effectively utilize the combination of tools that best suits their needs. And we think that’s fantastic.

Read More

Copyright © 2016 Heller Consulting.