Dreamforce 2015 Survival Guide
A Deep Dive into the Nonprofit Starter Pack
Dreamforce 2015
Social Snapshot – Bridge Conference 2015
Executive Summary: Taking Engagement Seriously
Join Heller Consulting at 16NTC
ASPCA and Heller Consulting: Purrrfect Partners
Case Study – Alliance to Save Energy
2015 Bridge Conference
Salesforce Connections – New York City
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Nonprofit Strategy Experts
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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

Dreamforce Survival Guide

Dreamforce Survival Guide

Dreamforce is incredibly overwhelming, even for those of us that are veterans and have been attending for many years in a row. Because of this, we’ve come up with a Dreamforce Foundation Zone Survival guide to help you find everything you need from coffee, to wifi, to the Dreamforce app. Below is everything you need to know about attending Dreamforce, and is especially for those nonprofits who will be spending a lot of their time in the Foundation Zone (which is located in the Marriott Marquis this year – right next to Moscone)!

Can’t find something? Tweet at us (@TeamHeller) during Dreamforce and we’ll do our best to help you find the answers! Click here and tell us how we can help.

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Dreamforce 2014


Over 120,000 people are expected to attend Salesforce.com’s massive flagship event Dreamforce this year and Heller Consulting Team will be front and center in the Foundation Zone again. After the Salesforce Foundation’s announcement and release of Salesforce1 for Nonprofits and NGO Connect, nonprofits finally have the technology to support the advanced, cross-channel strategies that modern organizations require to stay competitive. As partners with the Salesforce Foundation, roundCorner, Classy and others, we have a deep understanding of tools available today and how to utilize them in the most effective ways.

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Heller Consulting at Dreamforce’s Foundation Zone


Heller Consulting is heading to Dreamforce! After the recent announcements of Salesforce1 for nonprofits and NGO Connect, we can’t wait to hear what else the Salesforce Foundation has up their sleeves for us at #DF14.

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NGO Connect: Maximizing Its Potential

Salesforce.com's NGO Connect: Maximizing its potential White Paper

NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce 1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your CRM strategy and constituent engagement channels.

Heller Consulting is one of the first Salesforce partners to work with NGO Connect and has more experience than any other firm. From our deep experience with the product, we’ve put together NGO Connect: Maximizing Its Potential for you to provide a practical understanding of NGO Connect and what it means for your organization. We share our favorite features and point out the aspects that your organization will be able to quickly take advantage of.

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The Salesforce Platform for Nonprofits: Why It Matters


At the May 29th Innovation +SocialGood Event in Washington, DC, Salesforce and the Salesforce Foundation announced how much they will be supporting the nonprofit community in the years to come. Keith Heller and Salesforce partner Nick Ward, founding partner and chairman of roundCorner were able to talk about what it all means. In the last post they discussed how important it is for nonprofits to get started combining their strategy and tools into a complete plan. In this segment, they explain the strength of the Salesforce Platform, and how it benefits a nonprofit to become a member of the Salesforce ecosystem.

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Case Study: Canadian Cancer Society Engagement Center

As a national community-based organization, the Canadian Cancer Society in Saskatchewan (CCSSK) needed a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors. Facing a short timeline, Heller and CCSSK combined resources to upgrade several areas of the organization.

  • Converted the “Reminder for Life” program from a manual administered process to an automated program, saving time and effort of organization staff
  • Established a full Salesforce Communities site with custom branded destination page to allow volunteers to share information throughout the year
  • Designed and developed internal workflows, escalation rules and processes for call center operations to streamline and standardize operations across the department
  • Created documentation, knowledge base, and consistent onboarding Action Plans to train and organize new team members to be up and running efficiently
  • Built the underlying workflows, content, and message templates and triggers needed to deliver the detailed Engagement Journey in conjunction with their peer-to-peer fundraising system
  • Implemented processes to create a robust two-way communication channel to keep constituents interested and engaged all year.

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Salesforce1 Empowers Nonprofits with Strategy and Technology


The Salesforce1 Innovation +SocialGood event in Washington, DC was Thursday, May 29th, and it was packed with great information on how to build social, mobile and cloud strategies utilizing Salesforce.com’s Salesforce1 for Nonprofits platform. Also in the spotlight was Salesforce.com’s 1-1-1 model and how the Salesforce Foundation is working hard to serve the needs of nonprofit organizations everywhere. Major organizations like the United Nations Foundation, American Red Cross, Sierra Club, and the Grameen Foundation were on hand to show real world examples of how Salesforce tools strengthen the fundraising, communication, community engagement, and mission management efforts of their organizations.

After speaking at the event with the American Red Cross on creating effective communications, Keith Heller was able to take some time with another close Salesforce partner Nick Ward, founding partner and chairman of roundCorner, and distill some of the days high-points down to what it means to the rest of us.

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Making Your CRM Aspiration a Reality

Make CRM Aspirations a Reality White Paper

Since our 2012 paper, Insights Into CRM for Nonprofits, we’ve continued to optimize the process for our CRM projects and have developed practical tips and tools to get your organization on its way from CRM vision to reality. This paper shares that experience and provides a practical framework for bringing together people, technology, service and strategy and managing the change it takes to bring CRM aspirations to fruition.

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CMS Platforms: A Guide for Nonprofits


An effective Content Management System (CMS) integrated with your system database and CRM can make a huge difference in the experience a website visitor will have on your website, and is often instrumental in converting a casual visitor to a valuable donor.

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Donor Management and Fundraising Apps for Nonprofits


There is an exciting new world of donor management applications for nonprofits to choose from today, but where do you start? After the discontinuation of Common Ground nonprofits were concerned about how the market would change and evolve. To fill this need for information Heller created this in-depth review of top fundraising applications built on the Salesforce.com platform.

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