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CRM Vision: An Essential Part of a CRM Roadmap
First Steps Beyond CRM Fundraising
Crystal Suarez
Catherine Moore
Enabling Salesforce’s Email-to-Case for Support Requests
How To Get A Salesforce Advanced Developer Certification
Guidelines for Selecting Software Solutions in a Nonprofit: Part 2
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CRM Is More Than Technology
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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

Managing Technology Change at Enterprise Nonprofits

Managing Technology Change at Enterprise Nonprofit Organizations

Managing technology change is becoming an important topic as nonprofit organizations adopt advanced CRM systems. Driven by the expectations of constituents used to experiences provided by companies like Amazon and Netflix, nonprofits must adapt to new strategies and technologies at an unprecedented pace. Constituents are demanding more interaction and engagement that leverages the desktops, tablets, and mobile devices they utilize in other facets of their lives. To help organizations navigate a pathway through this subject, Heller Consulting is hosting a workshop on change management at the Nonprofit Technology Conference in San Jose. More about #16NTC >> We have also put together a detailed guide to introduce nonprofits to the concepts they will need to understand as the path of technology continues forward.

Technology change is inevitable, here’s your guide

The fact is while change is often necessary and healthy, it can a disruptive force, and is rarely easy. Interestingly, it’s our response to change that determines whether we feel positive or negative about what’s happening. Download Managing Technology Change at Enterprise Nonprofit Organizations to learn factors that influence an organization’s response to change, a process for managing change, and how managing change effectively can impact the success of a nonprofit organization’s CRM and technology initiatives.

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Join us at #16NTC in San Jose March 23-25


It’s #16NTC time again! We hope to see you there! Read below for details on the sessions Heller team members are presenting, and where you can meet up with them in person. We look forward to sharing with and learning from this amazing community of thought-leaders who shape our space.

You’re Invited for Breakfast!

BelliniBloodysSmallWe’ll be hosting a Bellini, Bloody Mary, and Burrito Breakfast at the San Jose Marriott on Friday, March 25, between 8:15 and 10:30 am. Take a break from the week’s hectic pace for this open-house style event with delicious food and drinks. It’ll be a casual atmosphere where you can swap success stories, discuss the conference sessions, and do some good old-fashioned networking at the conference hotel.

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Webinar: Building CRM Roadmaps for Nonprofits

CRM roadmaps for nonprofits

Nonprofits now have an incredible opportunity to engage their constituents as never before. The long-desired “360° view” of a supporter is becoming a real possibility since the technology has made substantive improvements. Additionally, the competition among providers of CRM systems for nonprofits is quickly evolving. Organizations can get further down the CRM path, faster.

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Microsoft Committing $1 Billion to Nonprofit Community

Microsoft Philanthropies Commits $1 Billion to Nonprofits

If you haven’t seen the news yet, Microsoft has launched a new division of the company called Microsoft Philanthropies, and has committed $1 billion of cloud computing resources to nonprofit and research organizations over the next three years. In addition to their existing initiatives providing free and discounted versions of their software, Microsoft is striving to address the lack of IT experience and skill that plagues many nonprofit organizations. In fact, according to a 2014 NTEN survey report, 46% of nonprofits responding didn’t have the budget for technology related skills and training.

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Team Heller Sorting and Serving at Second Harvest

Team Heller volunteering at Second Harvest

One in six households in Louisiana are at risk of hunger, and Second Harvest Food Bank of Greater New Orleans and Acadiana is leading the charge to relieve the strain on families struggling with rising costs and weak economic forces. By providing food to 474 partners and programs they make up the largest anti-hunger network in the state, also providing community kitchen meal service, nutrition education, and much more. The millions of pounds of food that Second Harvest provides to communities in need was destined to go to waste, but instead is redirected and distributed to the dinner tables of thousands of families across the region.

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Case Study: United Way of the Bay Area Communities and More

Heller UWBA Case Study United Way of the Bay Area has a wide variety of community programs focused in a ceaseless effort to end the cycle of poverty in San Francisco and the surrounding communities. By combining advocacy and innovative programs, they provide free access to basic needs, jobs and job training, as well as financial education and support services. One of these programs is their youth employment program MatchBridge that helps place young people in jobs and internships that enable work-based learning. The MatchBridge program coaches participants throughout the job search process, exposing them to a variety of career choices and showing first-hand the opportunities that can be open to them when they succeed in school.

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Show your support on #GivingTuesday

GivingTuesday Logo - Black Friday - Cyber Monday

Since its founding in 2012, #GivingTuesday has quickly become the kickoff event of the end of year charitable season. Following the long time shopping hullabaloo of Black Friday and Cyber Monday, this one day event has established itself as an effective social reminder that charitable organizations need our help to continue their vital missions. Who will you support this year?

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Salesforce’s Pledge 1% – Give Back to Your Community

Salesforce Pledge One Percent Program

Has your business committed to support your community? It doesn’t have to be a lot, but if every business gives a little bit back, it can make a huge difference in the lives of millions of people. To help advance this goal, Salesforce has started the Pledge 1% program to encourage every business to give 1% to the communities that support them. The one percent can be from company equity, time, product, or all three to match Salesforce’s 1/1/1 initiative.

To find out more about this exceptional initiative, visit Pledge1Percent.org and see who has already pledged, and how simple it is for your business to participate.

What Nonprofit Admins Need to Know About Salesforce Lightning

Salesforce Lightning for Nonprofits

A whole new user interface for Salesforce: Lightning Experience. Any announcement of this magnitude brings with it both excitement and dread for the community of Salesforce Administrators who are responsible for keeping systems running and data flowing. From reports to executives, functionality for front-line staff, and the mission delivered to constituents, everyone connected to your nonprofit depends on everything working right the first time, every time. No matter how good they may look in video demos and stage presentations, sudden interface changes without warning and preparation are sure to cause immediate and emphatic feedback.

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Upgrading to Nonprofit Starter Pack 3

If you are currently running the Nonprofit Starter Pack application for your organization, are you using the most recent version?  You could be eligible for an upgrade to NPSP v3 – which includes load of new features and functionality – all at no cost.

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