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Analytics for Nonprofits: Is it important?
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NPSP: Pathway to a Connected Nonprofit
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Getting Started with CRM: Roadmap Webinar Series
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Salesforce Consultant
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Resource Round Up: Heller’s Papers from 2016
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Plan Time for Analysis: Marketing Automation Tip #7 of 7
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Rachel Shaefer
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Bill Baldwin
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Agile AND Waterfall In Your Organization
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Get on Board with Project Management AND Change Management
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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

NPSP: Pathway to a Connected Nonprofit

nonprofit-success-pack-san-francisco

Developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of current successful processes and thoughtful consideration of future strategies. Unfortunately, many organizations become entangled in the complex challenges of this process, so continue to struggle with inefficient and disconnected legacy systems.

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Getting Started with CRM: Roadmap Webinar Series

crm-roadmap-start-line

CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system.

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Resource Round Up: Heller’s Papers from 2016

resource-roundup-white-papers-2016

Heller Consulting is committed to providing up-to-date resources and information on topics that impact the nonprofit community. Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are able to create reference materials useful to nonprofit organizations of all sizes. Please download these resources, and watch for additional events, papers, and posts throughout 2017.

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Plan Time for Analysis: Marketing Automation Tip #7 of 7

Nonprofit Marketing Automation Tips 1

Your marketing automation program is all set up and running, so you’re done, right? (If you haven’t already, be sure to read about getting to this point in Tip #1, Tip #2, Tip #3, Tip #4, Tip #5, and Tip #6.) Not exactly. Another important component of a marketing automation program is the feedback loop– making the time to learn from the experiences and data you acquire.

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Agile AND Waterfall In Your Organization

agile-waterfall-project-management

Project management styles are often considered where pros and cons are explored to determine the best approach for an organization.  For some, chief criteria might be earliest access to tools. Others might require an articulated project plan, upfront.  And others might prioritize a high-level of participation from team members, above all. Does agile or waterfall work best for your organization? The most innovative organizations are choosing the right methodology for the right project – where both approaches can exist side-by-side.

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Get on Board with Project Management AND Change Management

project-management-change-management-ship

There was a time in the not-so-distant past when a line item for “project management” in the budget of a technology implementation seemed like an option, not a requirement. Now, with the complexity of moving parts that need to be precisely coordinated, dedicated project management time is essential to project success. As an industry we’ve learned the value of project management methodology and tools, and recognize that a project’s timeline, milestones, budget, and scope need to be monitored to ensure project success.

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Don’t Be Impatient: Marketing Automation Tip #6 of 7

Nonprofit Marketing Automation Tips 6

You’ve selected which marketing automation toolset is best for your organization, so how long will it be before you are executing your strategy? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, Tip #4 and Tip #5.) Don’t rush it! Make sure you take the time to implement the system properly so that it matches your strategy. How effective is a tool that doesn’t do what you need?

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A Salesforce Certification Frenzy!

dreamforce-certified-team-heller

Some say that Dreamforce is the perfect time to take Salesforce certification exams, and others say it can be too hectic. This year Heller’s team dove in to take advantage of the discounted exam fees and friendly encouragement to add a few more certifications to the company catalog. We are extremely proud of our team for putting in the extra time to prepare for these exams in addition to their regular workload. Fortunately, we work in and around Salesforce every day so we are more than a little bit familiar with how everything works. In fact, one of our team found a mistake on one of the exam questions and earned additional respect and admiration from the Salesforce team!

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Webinar: Turning a CRM Vision into Reality

crm3-roadmap-webinar-salesforce

Room to Read is a nonprofit organization changing the lives of millions of children by supporting literacy and gender equality in education throughout developing countries. As they aimed to expand services to serve more children in more regions, they found their existing systems were not able to support new forward thinking strategies. Rather than simply replace systems, they decided to engage with Heller Consulting for a thoughtful process to determine the best path forward. Heller guided them through a CRM planning and solution selection process and finally led the implementation of the new solution. These newly established systems are critical for keeping their information organized and accessible for their constituents and stakeholders, and allow them to provide services and support around the world.

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Strategy First, Then Tools: Marketing Automation Tip #5 of 7

Nonprofit Marketing Automation Tip 5

Content and planning are king and queen when it comes to marketing automation, so when you have your best materials together and ready to execute your plan, what tools do you select? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, and Tip #4.) It’s essential to find a tool that matches your goals and your strategy, so make sure you determine your strategy first.

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