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Managing Technology Change at Enterprise Nonprofits
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Webinar: Building CRM Roadmaps for Nonprofits
Microsoft Committing $1 Billion to Nonprofit Community
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Kate Bennet
Case Study: United Way of the Bay Area Communities and More
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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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Change Management

CRM Implementation ServicesOur certified change management practitioners help organizations transition from one way of working to another. For new systems to be effective, users with different learning styles, goals and levels of interest must be engaged and willing to adapt. We can give your project teams and leadership the tools to make that happen.

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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

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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Join Heller Consulting at 16NTC

Vote for Team Heller at 16NTC

Summer is in full swing and March 2016 seems like the distant future, but we’re already thinking about the 2016 Nonprofit Technology Conference! This year, 16NTC will be taking place in sunny San Jose, California, and Heller is excited to have four submissions in the running for sessions at the conference. There are hundreds of sessions submitted, so we need your votes to make sure ours rise to the top. Voting on these sessions ends in three weeks, so please vote for Heller’s four sessions by July 31st at Midnight.
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ASPCA and Heller Consulting: Purrrfect Partners

Team Heller Cats

The benefit of working with nonprofits is that it is more than a just a daily job, it is a way to support a community of people that are doing good work and providing a valuable benefit to the world around us.

After a recent project with ASPCA, the Heller team received one of the most unique perks that we’ve had in a while. To thank us for our hard work, ASPCA named some of the most recent felines after the project team. Not only are they adorable, but they’re clearly resourceful and skilled with computers! We know these clever kitties will find a forever home very soon.

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2015 Bridge Conference

2015 Bridge Conference

The 10th annual Bridge Conference in Washington, DC was a feast of knowledge again! Every year this event brings together the best integrated marketing and fundraising experts from around the country and this year Heller Consulting was asked to present two sessions on improving digital fundraising and planning for conversion-focused constituent engagement. Both sessions were packed with information that can advance any nonprofits’ fundraising efforts:

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Salesforce Connections – New York City

Salesforce Connections 2015

This time next week, organizations of all shapes and sizes will be headed to the Salesforce Connections Conference in New York City. It’s not easy to keep up with the tools and techniques that successful nonprofits are using for effective communication today. That is what makes the Salesforce Connections Conference such a great opportunity, organizations like yours will be sharing the secrets that have been bringing them the most success in the last year. The Salesforce Foundation will also be on hand providing hands-on demos and inspiration on how to connect and engage with your constituents every day. Registration is free, so don’t miss this opportunity!

We’d love to help guide you through the flood of information and provide you with specific details on how new technology can truly impact your organization. After 18 years of helping nonprofits with their strategy and technology needs, and as a Salesforce Foundation Strategic Partner, we know how to cut through the buzz and explain what works in the real world of fundraising, communications and outreach, and mission management.

Click below to request a time with our nonprofit experts in New York to discuss your organizations’ needs and what strategies and tools are available to make your organization more efficient and effective.

Contact Us Today!

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