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Guidelines for Selecting Software Solutions in a Nonprofit: Part 2
What is a successful CRM?
CRM Is More Than Technology
Supporting a Strategy with Salesforce Cases
Managing change is essential for nonprofits
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National Women’s Law Center
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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

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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2015 AHP Annual International Conference – Heller Consulting

AHP Annual International Conference

The 2015 AHP Annual International Conference is taking place in Orlando, Florida from September 29th – October 3rd. Join healthcare professionals from across the country to share ideas, resources, best practices and benchmarks with colleagues. Heller Consulting’s CEO, Keith Heller, will join Sid Mallory from Henderson Mallory Partners to present a session on October 2nd.
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Increasing Engagement via Social Media

Marketing_Cloud_Radian6_SalesforceAs social media channels become increasingly common communication channels, social listening and active engagement skills are quickly becoming more important for every organization. Whether spotting day-to-day trends or addressing crisis situations, organizations that have their social ear to the ground and a communication strategy in place will be better prepared to minimize negative issues and get the most exposure and reach from positive events.

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Effective Social Measurement Strategy


While many organizations plan to use (and budget for) more social media efforts in their engagement strategies in the coming year, not as many are prepared to show the benefit and impact of their social media actions. Numbers of followers and favorites are nice to share, but how does that translate into a return on investment to the organization?

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Marketing Automation for Nonprofits: Starting Off Right

Marketing Automation for Nonprofits

Nonprofit supporters are looking for more and more personalized ways to help the missions they love. 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.

To help nonprofits understand marketing automation, how to utilize it strategically, and how to get started, Heller Digital interviewed many trail blazing nonprofit organizations like DonorsChoose.org, Sierra Club, Greenbelt Alliance and others to find out what they have already learned. From strategies and expectations to tools and technology, leading organizations share insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology. We’ve assembled their experiences and insights into Marketing Automation for Nonprofits: Starting Off Right to help guide nonprofits as they move toward this increasingly necessary combination of strategy and tools.

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Converting One-time Donors to Long-time Constituents

Flash_Moment_Nonprofit_SuccessWhether from a fundraising campaign gone viral or an unfortunate natural disaster, nonprofits occasionally experience what is called a “flash moment” when their awareness skyrockets and they get a flood of support and donations all within a very short time. More common are the smaller flash moments that happen after events, fundraising campaigns, or end-of-year drives where they still get a surge of new donors, just at a more modest scale. For both of these situations, it’s vital to have a plan in place to nurture these new constituents into long-term contributors instead of letting them drift away to other causes.
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