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A Deep Dive into the Nonprofit Starter Pack
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Dreamforce 2015
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Social Snapshot – Bridge Conference 2015
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Executive Summary: Taking Engagement Seriously
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Join Heller Consulting at 16NTC
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ASPCA and Heller Consulting: Purrrfect Partners
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Case Study – Alliance to Save Energy
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2015 Bridge Conference
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Salesforce Connections – New York City
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Case Study: Project Open Hand
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Nonprofit Strategy Experts
We understand your unique needs as a nonprofit
Nonprofit technology experts
we understand the systems that enable your mission
Nonprofit Engagement experts
We understand how to inspire your audience into action

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

Webinar: Fundraising with NGO Connect – The Connected Nonprofit


Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns. Read More

NGO Connect Standard Reports

NGO Connect Standard Reports

NGO Connect has a wealth of pre-configured dashboards and over 250 editable reports designed to give nonprofit organizations real-time insight into their activities and efforts from the very beginning. While most modern systems should be able to generate these types of reports, NGO Connect provides these right from the start without additional costly set-up or configuration. Through our years of work with nonprofits we have learned that while organizations are very familiar with the data they have in their system, frequently they are not aware of the knowledge and actionable insights that quickly can be extracted from their data. Too often we hear “I had no idea all this information was living in our existing database.”

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Case Study: CCSSK Engagement Journey

To get started on a plan for a new engagement center, the Canadian Cancer Society in Saskatchewan (CCSSK) needed to understand how its participants, donors, volunteers and cancer survivors were going to interact with their system. Heller and CCSSK worked together to define how each constituent would be introduced to the organization, how they would first get started, and how their participation would continue over time. This detailed pre-planning laid out a blueprint for the priorities and requirements for the engagement center and clarified how each department would interact. By focusing on the needs of their constituents, CCSSK was able to step away from comparing software features and create an engagement center that truly serves the needs of their constituents.

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Webinar: Maximize Your Year-end Fundraising


The year-end fundraising season is coming fast. Are you ready for it? Even if your aren’t, it’s not too late to get everything in shape to make your end of 2014 the best it can be.

In this webinar on October 30, 2014, fundraising experts Jenn Smith from Heller Consulting and Mike Spear from Classy shared what you can do now to make sure you get the most out of the biggest fundraising season of the year. Over 40% of all donations happen in November and December alone. They take us through the five most important phases of a fundraising campaign: Planning, Launch, Engagement, Finish, and Follow up. You can watch the full webinar and download the slides below.

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Dreamforce Survival Guide

Dreamforce Survival Guide

Dreamforce is incredibly overwhelming, even for those of us that are veterans and have been attending for many years in a row. Because of this, we’ve come up with a Dreamforce Foundation Zone Survival guide to help you find everything you need from coffee, to wifi, to the Dreamforce app. Below is everything you need to know about attending Dreamforce, and is especially for those nonprofits who will be spending a lot of their time in the Foundation Zone (which is located in the Marriott Marquis this year – right next to Moscone)!

Can’t find something? Tweet at us (@TeamHeller) during Dreamforce and we’ll do our best to help you find the answers! Click here and tell us how we can help.

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Dreamforce 2014

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Over 120,000 people are expected to attend Salesforce.com’s massive flagship event Dreamforce this year and Heller Consulting Team will be front and center in the Foundation Zone again. After the Salesforce Foundation’s announcement and release of Salesforce1 for Nonprofits and NGO Connect, nonprofits finally have the technology to support the advanced, cross-channel strategies that modern organizations require to stay competitive. As partners with the Salesforce Foundation, roundCorner, Classy and others, we have a deep understanding of tools available today and how to utilize them in the most effective ways.

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Heller Consulting at Dreamforce’s Foundation Zone

Dreamforce

Heller Consulting is heading to Dreamforce! After the recent announcements of Salesforce1 for nonprofits and NGO Connect, we can’t wait to hear what else the Salesforce Foundation has up their sleeves for us at #DF14.

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NGO Connect: Maximizing Its Potential

Salesforce.com's NGO Connect: Maximizing its potential White Paper

NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce 1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your CRM strategy and constituent engagement channels.

Heller Consulting is one of the first Salesforce partners to work with NGO Connect and has more experience than any other firm. From our deep experience with the product, we’ve put together NGO Connect: Maximizing Its Potential for you to provide a practical understanding of NGO Connect and what it means for your organization. We share our favorite features and point out the aspects that your organization will be able to quickly take advantage of.

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The Salesforce Platform for Nonprofits: Why It Matters

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At the May 29th Innovation +SocialGood Event in Washington, DC, Salesforce and the Salesforce Foundation announced how much they will be supporting the nonprofit community in the years to come. Keith Heller and Salesforce partner Nick Ward, founding partner and chairman of roundCorner were able to talk about what it all means. In the last post they discussed how important it is for nonprofits to get started combining their strategy and tools into a complete plan. In this segment, they explain the strength of the Salesforce Platform, and how it benefits a nonprofit to become a member of the Salesforce ecosystem.

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Case Study: Canadian Cancer Society Engagement Center

As a national community-based organization, the Canadian Cancer Society in Saskatchewan (CCSSK) needed a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors. Facing a short timeline, Heller and CCSSK combined resources to upgrade several areas of the organization.

  • Converted the “Reminder for Life” program from a manual administered process to an automated program, saving time and effort of organization staff
  • Established a full Salesforce Communities site with custom branded destination page to allow volunteers to share information throughout the year
  • Designed and developed internal workflows, escalation rules and processes for call center operations to streamline and standardize operations across the department
  • Created documentation, knowledge base, and consistent onboarding Action Plans to train and organize new team members to be up and running efficiently
  • Built the underlying workflows, content, and message templates and triggers needed to deliver the detailed Engagement Journey in conjunction with their peer-to-peer fundraising system
  • Implemented processes to create a robust two-way communication channel to keep constituents interested and engaged all year.

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