Webinar: Case Management with Salesforce
Is Nonprofit Marketing Automation Worth It?
Strengthening Relationships with Your Affiliates
Webinar: Nonprofit CRM Roadmaps: Planning the Path
2016 Bridge Conference
Gathering Together for Change
Salesforce’s Web-to-Case for Targeted Support
Nancy Munoz
A New Marketing Cloud Email Specialist at Heller
How does technology change impact nonprofits?
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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

First Steps Beyond CRM Fundraising

First Steps Beyond CRM Fundraising

Nonprofit CRM implementations are often lead by a fundraising need. Development teams serve as strong catalysts for change as they are frequently the first to feel the impact of aging technology, and can demonstrate a clear benefit to opportunities presented by modern and emerging digital channels. When starting a CRM for fundraising initiative, it is important to consider the entire organization’s strategic and technological vision for the future.

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Enabling Salesforce’s Email-to-Case for Support Requests

Salesforce Case Management Email to Case

Welcome back! This is part two of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH) to illustrate common situations we have faced with real organizations. In the previous post we saw how CAH used basic Cases functionality to optimize their internal support request processes and provide structure and efficiency around the fulfillment process. These improvements have been a huge success, and now Coalition Against Homelessness is ready for the next phase: extending this functionality to their external constituent requests.

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How To Get A Salesforce Advanced Developer Certification

How to get a Salesforce Advanced Developer Certification and Why

Part of the strength of the Salesforce Platform is the community of talented administrators and developers who work in it every day. To make sure that everyone is utilizing the platform to its fullest, Salesforce has a series of certifications that clearly explain an individual’s level of experience. Heller Consulting has many consultants with one, two, or more Salesforce certifications, and one of our team just added another to his list of accomplishments. Ken Lewis earned his Salesforce Advanced Developer certification this winter and shares some of his experience and tips for others who are interested.

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Guidelines for Selecting Software Solutions in a Nonprofit: Part 2

Why Nonprofits Select Software Part2

In our last post, we discussed how to get started selecting software solutions in a nonprofit, focusing on high-level priorities, goals, and looking to the future. Make sure you are clear on those points before you continue on! Shortcuts will only lead to pain and frustration down the road.

Now that you have worked through the larger questions that affect overall organizational strategy, it is awfully tempting to start comparing features and prices. But you’re not quite there yet. What we have learned through our work over the years is that every organization has a distinct culture and set of values. The sooner an organization recognizes what it values, the clearer the lens through which they will see their options and the better decisions they will make.

Here are five criteria that we encourage organizations prioritize, before they even get to features and prices. We’ve seen all of these considerations trump functionality in the decision process so addressing them early saves discussion time later.

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What is a successful CRM?

What is a successful CRM for a nonprofit?

How do you define a “successful CRM initiative”? What are the indicators that define it as “successful”? Is it successful if the organization meets their “go-live” release date with the new system? Is it successful if the database is properly accepting new data, and processing it to create the reports and outputs desired? While these and many other technical attributes are absolutely essential, they aren’t the key performance indicators that define a successful CRM initiative.

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CRM Is More Than Technology

CRM Roadmap Webinar

A truly effective constituent relationship management (CRM) system is more than just the technology that drives it. Clearly, the technology is important and will have a large impact on the organization’s success, but just as important, and possibly more so, is the initial process of defining the organizational strategies and goals that the CRM will help deliver. Read More

Supporting a Strategy with Salesforce Cases


There is a wide variety of mission-supporting technology available for nonprofit organizations today. As organizations grow and enhance their systems, they are challenged with selecting the best technology to adopt. The key to making the right decision rests not in technology feature comparison, but in clearly defining the strategy and goals of the organization, and matching the technology to those goals and overall mission. It’s not always easy, but with a combination of input from leadership and department staff, it’s well worth the effort.

In this four-part series we’ll follow a purely fictitious nonprofit, Coalition Against Homelessness (CAH), to illustrate common situations we have faced with real organizations. We will travel with CAH through several phases as they utilize their existing Salesforce capability to build everything from an internal ticketing system to a high-volume inbound support center. Each post in the series will build upon concepts from the previous step, starting with the straight-forward functionality that exists within native Salesforce Cases, and ending with a look ahead at a full Service Cloud implementation.

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Managing change is essential for nonprofits

Managing change is essential for nonprofits.

Managing change is a subject that is coming up more and more often for nonprofit organizations as they consider their technology systems. But it’s not just technology that changes. Organizational strategies, processes, and systems all evolve together. To continue to be effective, the leadership, staff, and constituents all must adapt and evolve as well.

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Guidelines for Selecting Software Solutions in a Nonprofit: Part 1

Why Nonprofits Select Software

If you’ve been in a leadership role at a nonprofit for any length of time, there’s a good chance that you have been involved in discussions about selecting software solutions at some point. When Heller first started guiding nonprofits with technology strategy, there wasn’t very much discussion needed. The technology choices were scarce, or even worse, not even intended for nonprofits. Some were just products designed for commercial companies with a few similar fields and processes, forcing sacrifices and workarounds to achieve what a nonprofit wanted to do.

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Heller Digital is growing – meet the team!

Heller Digital Growing AgencyWith the work we’ve been doing with the YUSA, Communities in Schools, and the National Women’s Law Center it’s been busy here at Heller Digital and our mighty team is growing to fill our clients needs! Meet the Heller Digital associates below, or meet us in person at NTC in San Jose, March 23-25.

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