CRM Luncheon Summary: Summer 2016
Managing Your Direct Mail Program on Salesforce NPSP
Engagement Strategy: An Essential Step
Volunteering with 100+ Women Who Care of the CSRA
Your Culture Determines Timelines: Marketing Automation Tip #2 of 7
Clarifying Roles to Manage Technology Change
Leveraging Service Cloud for Multi-channel Support
Have a Picture of Success: Marketing Automation Tips #1 of 7
What is Change Management?
Setting Excellence as a Standard in your CRM Implementation
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CRM Strategy & Design

CRM Strategy & Design ServicesWith a clear vision and strategy, a CRM system becomes an invaluable tool in delivering your mission and supporting your institution. We guide you to develop a CRM vision to clearly define your needs and goals, and then build a detailed CRM strategy & roadmap that serves you and into the future.

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CRM Implementation

CRM Implementation ServicesOur nonprofit & higher ed experts can implement your CRM ecosystem– aligning strategy, technology, people and processes to match your CRM vision– while deftly guiding your team through the changes that will impact your organization or institution.

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Fundraising & Engagement

CRM Implementation ServicesWith certified specialists experienced in nonprofit engagement strategies, we can help you plan, implement, and integrate engagement tools that align with your strategy, team, and mission goals. We deliver strategies and tools to maximize your fundraising efforts and engage with your constituents.

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Technology Strategies for Nonprofits & Higher Ed

Better engage with your constituents, more effectively deliver your services, expand the impact of your mission – these are the key strategic goals of forward-thinking organizations. Contemporary strategies and technologies offer a wide array of options to help you realize these goals. For 20 years we’ve been helping nonprofits develop and align their strategies, technology and operations. Find out how we can help your organization >>
Featured Posts

Is Nonprofit Marketing Automation Worth It?

Is Nonprofit Marketing Automation Worth It

It seems like every month we hear about a new magical automation tool that promises to deliver nonprofit organizations into the future of fully hands off marketing and engagement programs. Not too surprising, each one has it’s own unique take on the problem, and has own price tag, too. But the common question that floats above the fray no matter the platform is this: Is marketing automation worth the investment for nonprofits?

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Strengthening Relationships with Your Affiliates

CRM Affiliates Hub Spoke Relationship

In delivering large enterprise-wide CRM implementations, the Heller team commonly engages with headquarters, or the national entity of a nonprofit organization, in pursuit of strengthening constituent relationships.  As part of this process, organizational dialogue related to constituent engagement grows and this conversation inevitably turns inward.

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Webinar: Nonprofit CRM Roadmaps: Planning the Path

Heller CRM Roadmap Webinar 2

CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is easy to get caught up comparing software features, effectively developing a CRM demands considering how the organization intends to engage with constituents, how the organization works as a team, and what are the true end goals of the system.

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2016 Bridge Conference

Bridge 2016 Eliminate CRM Silos Presentation

Summer is here and the hottest conference of the season is always the Bridge to Integrated Marketing & Fundraising Conference in Washington, DC. Developed for and by fundraising professionals, this conference brings the experienced people-who-know together to discuss effective strategies, techniques, and innovations in direct response fundraising. Now in its 11th year, over 2,000 creative professionals attend this three-day event to partake in the curated keynotes, panels, and workshops that always deliver new ideas and strategies for effective fundraising.

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Gathering Together for Change

Change Management Conference Review Heller

Nonprofit organizations around the world are familiar with the idea of gathering together for change. It’s what we do. Our missions are centered on changing something about the world we live in. No matter our specific focus, we share this common characteristic, and it echos throughout all we do. But how often do we think about just the basic idea of change? How does change impact our lives, our organizations, and the way we work together?

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Salesforce’s Web-to-Case for Targeted Support


Welcome to part three of our four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH is a combination of the issues we have seen in hundreds of organizations over the last 20 years, and helps us generalize and illustrate problems we have faced. In the previous post we saw how CAH implemented Email-to-Case to improve their support of external constituents. Now they are ready for the next phase: expanding their use of Salesforce Cases even further so that they can encourage and support increased growth of their constituent base.

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A New Marketing Cloud Email Specialist at Heller


Heller’s team continues to add Salesforce certifications to their growing list of accomplishments for 2016. The most recent is Patricia (Tricia) Booser who earned her Marketing Cloud Email Specialist Certification this spring. As one of the newer members of the Salesforce family Marketing Cloud is already proving to offer nonprofit organizations a wealth of capabilities to drive engagement and build constituent relationships.

Below Tricia shares some of the things she learned through her certification, tips on how to approach the testing process, and how this training will apply to our clients’ projects.

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How does technology change impact nonprofits?

How does technology change impact nonprofits?

Technology change impacts everyone differently. Some people are terrified of technology change, and do everything in their power to maintain the same phone, computer, and television for as long as possible. Adventurous “early adopters” must have the latest and greatest devices as soon as they appear on the market. At an individual level, this is simply a personal preference and only impacts a few people. When applied at a larger scale to groups of people like a business, technology change can cause confusion, frustration, and disruption throughout the organization. Different businesses will approach technology change in different ways, depending on their internal culture. Nonprofit organizations also must deal with technology change, and aspects of nonprofit culture add unique issues that often require a more pro-active approach managing technology change.

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White Paper: Tips for Nonprofit Marketing Automation

Nonprofit Marketing Automation - Heller Digital

Nonprofit marketing automation is in the midst of a technology tipping point. Powerful marketing automation tools have been available to large commercial organizations for many years, but recently the cost and feature range have become much more appealing to nonprofit organizations who want to deliver uniquely personalized messages. While segmenting mailing lists have gotten us part of the way there, the new batch of marketing automation tools allow for a level of customization closer to the welcome series experience than a general “Group A, Segment C” email blast.

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CRM Vision: An Essential Part of a CRM Roadmap

A CRM Vision is an essential part of a CRM roadmap

Defining a CRM vision is one of the first and most important steps when considering a CRM initiative, and an essential component of a complete CRM roadmap. The CRM vision doesn’t specify all the details of a CRM system, but it serves as a high-level guide that provides a focused perspective on the organization’s goals and aspirations. It also provides an outline of the types of strategies and techniques that will be used to deliver their mission and the constituent experience.

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