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Don’t Be Impatient: Marketing Automation Tip #6 of 7
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A Salesforce Certification Frenzy!
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Webinar: Turning a CRM Vision into Reality
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Strategy First, Then Tools: Marketing Automation Tip #5 of 7
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3 Key Lessons in Change Management
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Salesforce App Builder Certification – The Salesforce Interface In-Depth
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Create Content FOR Your Audience: Marketing Automation Tip #4 of 7
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Whitepaper: Introduction to Analytics for Nonprofits
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Nonprofit Success Pack is Coming to Dreamforce
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Lessons in Change Management: Deep Listening is Essential
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Nonprofit Engagement experts
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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

3 Key Lessons in Change Management

3-key-lessons-change-management

When planning a technology initiative, scheduling active change management isn’t always the first priority on the to-do list. This is unfortunate because incorporating change management strategies is one of the most effective ways to ensure a successful project. I had this clearly illustrated for me during a technology transition project and I’ve benefited from that valuable lesson throughout my career. Specifically, I learned the difference between designing a great solution and successfully implementing a great solution is effective change management.

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Salesforce App Builder Certification – The Salesforce Interface In-Depth

salesforce-platform-app-builder-certification

One of the newly revised Salesforce certifications is the Platform App Builder Certification. This certification incorporates the skills needed to design, build, and implement custom applications within the Force.com platform. Consultants with this certification have a rich understanding of how to design a data model and user interface to an application, as well as develop the business logic and security requirements. They are also required to utilize Lightning components for mobile use, design reports and dashboards, and finally be able to deploy their custom application. Heller’s own Bre-Lyn Cober Wong has earned her Platform App Builder Certification, and below shares how she incorporates it into her work.

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Create Content FOR Your Audience: Marketing Automation Tip #4 of 7

Nonprofit Marketing Automation Tips 4

When generating and assembling content for your marketing automation program, it’s important that it matches your goals as well as your timeline. (If you haven’t already, be sure to read Tip #1, Tip #2, and Tip #3.) Another vital perspective to consider is that of your constituents. What do they come to you for?

Tip #4: Step into your audiences’ shoes to generate strategic automated content.

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Whitepaper: Introduction to Analytics for Nonprofits

introduction-to-analytics-nonprofits Heller Consulting

Never before have nonprofit organizations had the opportunity to acquire, maintain, and effectively utilize vast quantities of information about their supporters, beneficiaries and advocates. To take advantage of this information, organizations must go beyond basic reporting and explore the quickly expanding world of “analytics”. Effective use of analytics can help determine the value of programs and initiatives as they relate to serving your beneficiaries, building long-term relationships with your supporters, and guiding your nonprofit forward.

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Nonprofit Success Pack is Coming to Dreamforce

rediscover-npsp-dreamforce

One of the big announcements for nonprofits at this year’s Dreamforce is going to be the launch of the Nonprofit Success Pack (NPSP). For many years NPSP was known as the Nonprofit Starter Pack and helped thousands of nonprofits start using the powerful and flexible Salesforce platform for their fundraising and constituent management. From now on NPSP will be known as the Nonprofit Success Pack, a name that reflects its goal to provide end-to-end solutions for any size organization to succeed by enabling coordinated interaction with supporters, members, funders, volunteers, and beneficiaries.

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Lessons in Change Management: Deep Listening is Essential

lessons-change-management-deep-listening

We often hear that a staggeringly high percentage of change initiatives fail. In fact, about 70%. We are living in an age of technical and social disruption – and today’s nonprofits are challenged to evolve through that disruption. Strong leadership during changes can make the difference between transformational change that can take an organization to the next level and lukewarm success or even failure. Deep listening is a key element to that leadership.

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Don’t Miss These Sessions at Dreamforce 2016

Dreamforce Heller Session Background

Heller will be on stage again this year sharing best practices and effective procedures we’ve learned through hundreds of client projects. This year we’ll discuss creating a roadmap for an effective CRM solution that leverages the strength of the Salesforce platform for today’s needs, as well as building a foundation that will allow future growth and functionality.

What to Expect When You’re Connecting: Planning for a Complex Implementation

Thursday, October 6, 2:00 pm PT
Salesforce.org Lodge, Power of Us Theater – Session Link
The Westin St. Francis Union Square Hotel – 
Map

Feeding America is transforming by adopting Salesforce as a strategic technology platform to connect their organization. Join us to learn how they started their journey with an early CRM vision, built momentum and support through strategic planning, and are now moving forward with an extensive implementation. See how Feeding America manages the adoption of a new platform across their organization, keeping their many teams informed and coordinated. Learn how to identify your own challenges, and start connecting the dots from those challenges to the right technology strategies. Presented by Salesforce.org partner Keith Heller of Heller Consulting and Feeding America’s VP of Philanthropy Operations John Vega.

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Join us at Dreamforce 2016

Dreamforce Heller Partner Background

Last year over 160,000 people registered to attend Salesforce.com’s spectacular Dreamforce conference, with over 8,000 attending specifically for nonprofit and higher education causes. Heller Consulting will be front and center in the nonprofit-focused Salesforce.org Lodge again this year prepared to help organizations get the most from their technology investment. We have a deep understanding of nonprofit strategies and technology, and how to bring the two together to improve fundraising, program management, and engagement efforts. Come by and visit us during the conference, or better yet, let’s set up a time to talk!  Just use the contact form to the right and we’ll contact you to pick a convenient time!

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Another Marketing Cloud Email Specialist at Heller

Salesforce Marketing Cloud Certification Image

Salesforce’s Marketing Cloud is a powerful suite of engagement tools that is becoming popular with nonprofit organizations of all sizes and missions. One of the challenges that nonprofits face is determining how to utilize the power of this variety of tools with their existing system. Having a consultant that is well versed in the tools and processes that deliver the organization’s mission is an excellent strategy to help incorporate the Marketing Cloud toolset in efficient and effective ways.

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Communication and Change Management: Marketing Automation Tip #3 of 7

Nonprofit Marketing Automation Tips 3

You’ve decided your nonprofit is moving forward with marketing automation. Super! (If you haven’t already, be sure to read Tip #1 and Tip #2.) You’ve stated your case and received the go-ahead to explore marketing automation solutions, so now it’s time to assemble your team and communicate what they can expect in the months ahead. In our interviews with nonprofit marketing automation pioneers, everyone agreed that team communication and delegation was just as critical to success as accessing the right technology.

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