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Guidelines for Selecting Software Solutions in a Nonprofit: Part 1
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Heller Digital is growing – meet the team!
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Managing Technology Change at Enterprise Nonprofits
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Join us at #16NTC in San Jose March 23-25
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Send me Heller’s NTC slides and resources!
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RSVP for our Bellini, Bloody Mary and Burrito Breakfast
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Webinar: Building CRM Roadmaps for Nonprofits
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Microsoft Committing $1 Billion to Nonprofit Community
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Team Heller Sorting and Serving at Second Harvest
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Kate Bennet
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  • Heller Digital - Fundraising & Marketing for Nonprofits
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

NGO Connect Deep Dive Demo

NGO Connect Deep Dive Demo

NGO Connect is one of the newest options in the Salesforce Foundation’s comprehensive Salesforce for Nonprofits product family. NGO Connect is designed to not only meet your fundraising needs but also enable your CRM strategy and constituent engagement channels.

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Engaging Donors with the Right Story

Marketing Cloud Engagement JourneyIn June, the Salesforce Foundation spoke with Mile High United Way about how they use Salesforce’s Marketing Cloud to increase engagement with their constituents. Nicole Adair, United Way’s Senior Director of Development Operations and Donor Communications shared her insights and perspectives in addressing the very common “retention problem” that so many nonprofits experience.

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Building Loyalty through Engagement

How do you build loyalty with your constituents? Do you have a single interaction point where you can say “this person is now loyal”, or do you have a full engagement flow planned to continually communicate with your audience, building trust and loyalty at each step of their journey with your organization? Every day, more nonprofits are competing for the attention and support of your constituents, so it’s even more important to build a long-term relationship that grows from first interaction through a lifetime of support.

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Mobile Giving: Does it matter to your nonprofit?

MobileCause - Cash In HandFor generations, the most common form of mobile giving was the donation basket at church, a checkout counter, or in front of your favorite store around the holidays. It made perfect sense – ask the public to donate a dollar or drop in their spare change while you have a moment of their attention in front of their peers. Beyond that, there really wasn’t much else. Clearly the world has changed, and the way people live and give has evolved into a much more diverse field of opportunity for fundraisers. There’s an interesting underlying truth that hasn’t changed, though: Effective fundraisers are the ones who make it easy to donate at the moment a constituent is ready to give. At a fundraising event, in the end-of-year email campaign, or during a crisis campaign, the fewer barriers there are for a constituent to be able to act on their desire to help your cause the more revenue you will earn.

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Heller in the Dreamforce Foundation Zone – 2015

Dreamforce Heller Nonprofit Salesforce Foundation

It’s 2015 and Heller Consulting is heading back to Dreamforce again! It’s been a great year for the Salesforce Foundation and we are looking forward to spending time with our partners and clients at #DF15.

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Dreamforce 2015 Survival Guide

Dreamforce Survival Guide

The more you hang out with Salesforce people, the more you notice how much pride they show when telling how many times they’ve been to Dreamforce. There’s good reason for this, too– it’s a wild, magical, and overwhelming ball of surging energy that takes a focused effort to make the most of. The ones who have gone multiple times are starting to work out the secret steps that get them through, but the newbies often struggle in the first day. I know I did.

To help get things started smoothly, we’ve come up with a Dreamforce Foundation Zone Survival guide to help you with the basics that will keep you going, from coffee, to wifi, to the Dreamforce app. Below you should know about attending Dreamforce, and is especially for those nonprofits who will be spending a lot of their time in the Foundation Zone located in the Marriott Marquis right next to Moscone!

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A Deep Dive into the Nonprofit Starter Pack

The Connected Nonprofit - Nonprofit Starter PackSalesforce’s Nonprofit Starter Pack (NPSP) has been adopted as a CRM platform by thousands of nonprofits over the last few years, and more are signing on every week. What is the attraction? With all the options available, why do they choose the Salesforce platform as the base for their fundraising, communication, and mission management technology?

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Dreamforce 2015

Dreamforce Heller Nonprofit Salesforce Foundation

Over 130,000 people are expected to attend Salesforce.com’s spectacular Dreamforce conference this year and Heller Consulting Team will be front and center in the Foundation Zone again. As partners with the Salesforce Foundation, we have a deep understanding of current fundraising and program management strategies and the tools required to implement them in the most effective ways. Join us to discuss your organization’s strategies and goals.

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Social Snapshot – Bridge Conference 2015

Over 1,600 attendees from across the country attended the 2015 Bridge Conference in Washington, D.C. this July. The event had more than 77 sessions featuring integrated marketing and fundraising experts from around the country.

Heller Consulting’s Vice President of Digital Agency, Jenn Smith, had two sessions this year. In the first, she spoke with client Doris Day Animal League on building a strong digital fundraising program starting with only a handful of prospects. For the next, Heller invited the Canadian Cancer Society of Saskatchewan to discuss going beyond conversion to create a better experience for donors.
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Executive Summary: Taking Engagement Seriously

Executive Summary: Taking Engagement Seriously

So often, organizations believe that a large CRM technology change will be the key to solving all of their problems. Unfortunately, technology is one piece in a much larger puzzle. In this executive summary of our paper, Taking Engagement Seriously, we discuss the many components that go into a CRM solution including aligning business practices, planned engagement strategy, and the right technology.

This paper covers:
  • Where to start – outlining a vision of enriched engagement and interaction with constituents
  • Developing an engagement strategy – improve communication, analyze current data, and map out a journey
  • Improve internal communication to build a better experience for constituents
  • Why automation will make your life easier
  • Using data to develop results driven solutions

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