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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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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

Salesforce World Tour: Washington, D.C.

Salesforce World Tour: Washington, D.C.

The Salesforce World Tour is headed to our nation’s capital in two weeks and we can’t wait! Keeping up with the newest tools and techniques for nonprofit success is no easy task, which is why the Salesforce World Tour in Washington, D.C. is such a great opportunity. Organizations from across the country will be sharing secrets that have brought them the most success in the last year. The day will be filled with classes, sessions and workshops that will give you a chance to experience the latest Salesforce products in action up close. In the success services zone, you’ll learn more about the Salesforce training, certification, support and consulting programs available to help you make the most out of your Salesforce products. Registration is free, so don’t miss out! Find out more about registration here.

Heller Consulting is attending the World Tour Washington, D.C. and we want to see you there! 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.

Contact us to request a time with our nonprofit experts in Washington, D.C. to discuss your organizations’ needs and what strategies and tools are available to make your organization more efficient and effective.

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In Focus: The Cost of Storage

Do you know the cost of data storage at your organization? Many high-level decision makers do not, and may not even be aware of which budgets are impacted by data storage issues. Advances in technology have provided a variety of solutions for data storage, and each one has benefits and drawbacks.

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Taking Engagement Seriously: Engagement Strategy and Your CRM

Every day, for-profit and nonprofit organizations alike are discovering that the experiences a customer or constituent has over the long-term will dramatically influence who they choose to buy from, support, and donate to in the future. Creating a robust and effective Engagement Strategy is one of the most effective ways to create richer and more rewarding relationships with your constituents, and an important first step toward developing an organizational CRM road map for the future. While some organizations may give these two steps a cursory treatment, they can have a long-lasting impact on the way your constituents perceive your organization for years to come. To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts.

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Case Study: TEAM

TEAM has long been working with outdated technology that was hindering them from working together and ultimately achieving their mission. While a new, effective system was a must, TEAM needed to define their requirements and strategic goals before moving forward. Working with Heller, they created an implementation plan to move their first program onto Salesforce. Additionally, TEAM and Heller designed a CRM Roadmap for future Salesforce adoption and implementation phases. Replacing TEAM’s legacy system required a phased approach that would allow for a controlled and segmented implementation causing the least disruption possible. Heller has been utilizing this process for many years and has established a clear methodology to keep each phase on schedule and inline with the rest.

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Heller Selected as Salesforce Foundation Strategic Partner

Heller earns Salesforce Foundation Stratgic PartnershipIt gives us great pleasure to announce that Heller Consulting has been selected as a 2015 Strategic Partner of the Salesforce Foundation, an exclusive designation provided to only a handful of implementation partners.  Heller earned this distinction based on our deep sector knowledge, success across a wide range of complex and impactful implementations, and a history of high customer satisfaction. Our team is honored to have been selected as part of this exclusive group, and we look forward to working closely with the Salesforce Foundation to continue to provide advanced strategies and solutions to the nonprofit industry.

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Nonprofit Technology Conference 2015 (15NTC)

Heller Consulting at Nonprofit Technology Confernece 15 NTCAre you ready for the Nonprofit Technology Conference (15NTC) this year? From March 4-6, thousands will be attending one of the most anticipated events in the nonprofit community. Organizations of all sizes and missions will be in attendance sharing their successes and failures as well as tips and techniques for how to make a nonprofit the best it can be. We will be there again this year and ready to answer questions about the strategies and technologies that successful organizations are using to serve their mission.

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Nonprofit Success Pack (NPSP) and NGO Connect Review Paper

Salesforce.com's Nonprofit Starter Pack (NPSP) and NGO Connect Review

The Nonprofit Success Pack and NGO Connect are different applications that were created to serve different markets. Both are part of the Salesforce for Nonprofits family, and are part of a long-term roadmap for how an organization can realize the vision of true Constituent Relationship Management (CRM) and become a Connected Nonprofit.

UPDATED FOR NONPROFIT SUCCESS PACK: This paper was updated in November 2016 with the release of the Nonprofit Success Pack. For more information on the evolution of NPSP, read here.

Which is best?

The basic truth is that neither solution is better- they are different solutions for different organizations. Each solution focuses on providing the best options for unique organizations. In the following report we provide a close look at what makes the Nonprofit Success Pack and NGO Connect unique and how they can benefit a nonprofit. Since each nonprofit’s needs are unique, this report is designed to help clarify the strengths of each application before selecting one for your organization.

Heller Consulting is a premiere partner working with Salesforce to implement and utilize the Nonprofit Success Pack and NGO Connect exclusively for nonprofit organizations. From our deep experience with the products, we’ve put together Nonprofit Success Pack and NGO Connect: Unique solutions for unique organizations for you to provide a practical understanding of both solutions and what they mean for your organization. We share our favorite features and point out the aspects that your organization should consider when deciding which solution is right for you.

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Webinar: Engaging Your Donors With Personalized Messages

Webinar: Engaging Your Donors with Personalized Messages

The Salesforce Marketing Cloud, built on the Salesforce1 Platform, is the most powerful 1:1 digital communications and outreach platform. Join Katie Bisbee and Morgan Kazan from DonorsChoose.org, Jenn Smith from Heller Consulting, and John Patton and Lori Freeman from Salesforce for a webinar focused on engaging donors.
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Year-End Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…

Year-End Fundraising Hot Topic

To set a goal or not to set a goal, that is…one of the questions. As fundraisers, we know that there are some tried and true tactics the can help drive response and donor conversion in online campaigns.
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More On The Connected Nonprofit: Advancement Connect and NGO Connect


This is Part 4 of Keith Heller’s interview with Nick Ward of roundCorner. Be sure to read Part 1 about Salesforce1Part 2 covering the Salesforce Platform, and Part 3 on roundCorner’s partnership with Salesforce.

Keith: Nick, you mentioned that there is a lot of demand from the nonprofit and higher ed sectors. Is roundCorner planning to fill that demand? What’s next on the road map for roundCause? What’s on tap for the next year or two? What are you excited to bring to people?

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