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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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Kaia Swift
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Matt Reed
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Don’t Miss These Sessions at Dreamforce 2016
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Join us at Dreamforce 2016
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Northeast Wisconsin Technical College
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  • Heller Digital - Fundraising & Marketing for Nonprofits
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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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

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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In Focus: Reducing Risk During Data Migrations

Reduce Risk During Data Migration

Every nonprofit has a wealth of data. Everything from volunteer contact information to complex donation history is housed in an elaborate database. This digital trail of good work done over many years is frequently stored and accessed from various places. Without efficient access to that information, an organization’s ability to complete their mission becomes much harder. As organizations grow and update technology, whether it’s new equipment, cloud services or new processes, the issue of data migration is an essential concern that has to be addressed carefully.

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NPSP Sprint – Fall 2016 in Boston

nsps sprint

Participating in an NPSP sprint is a way for talented designers, developers, and supporters to come together to contribute to a technology that is making a difference in thousands of nonprofit organizations. NPSP sprints are open to anyone who wants to contribute to the functionality of the packages of NPSP in unique in-person events. Topics in the sprint can cover everything from user guides and standard reports, to planning for new features and functionality. The focus and effort that goes into these events is truly a joy to experience, and it is amazing what can be accomplished in a two day event.

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NPSP Has Evolved to Serve Larger Nonprofits

NPSP Has Evolved for Large Nonprofits

Since its earliest days Salesforce.org’s Nonprofit Starter Pack (NPSP) has been an attractive option for new and small nonprofit organizations looking to establish a CRM system. Rich fundraising and constituent management features are provided by installing the NPSP managed packages into the Salesforce Enterprise Edition base offering that was developed for commercial organizations. These packages were specifically tailored to meet nonprofit needs and are well-suited to the basic processes of many organizations. They include:

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Case Study: Taking Control of Your Diabetes

Taking Control of Your Diabetes is a unique organization that has developed and expanded their services for patients and caregivers since their inception. They host a range of small and large events each year bringing together both patients and caregivers to learn the latest techniques and strategies in a collaborative environment. The events are successful at improving the relationships and communications skills between patients and providers. These events are very successful, but they keep TCOYD’s small team frequently away from the office. Over time, managing and organizing these events had become more difficult and time consuming. They realized they needed a new system that would serve their current needs and be able to grow with them in the future. 

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