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What Sessions Will You See at #17NTC?
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Creating an Exceptional Experience
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Send me Heller’s NTC slides and resources!
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Join us at #17NTC in Washington, DC on March 23-25
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Barriers to Analytics for Nonprofits
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Nonprofits Sharing Expertise in San Francisco
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Team Heller Volunteers for The Garden School Foundation
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Quick Quiz: Is Your Nonprofit Ready for Change?
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Becoming a Certified Sales Cloud Consultant
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Reduce the Risks in a Data Migration
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Nonprofit Strategy Experts
We understand your unique needs as a nonprofit
Nonprofit technology experts
we understand the systems that enable your mission
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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

Creating an Exceptional Experience

Creating Exceptional Experiences Nonprofit

When was the last time a company provided you with an exceptional customer experience?

This year I finally achieved one of my personal goals and joined a new gym.  I’d never registered for a fitness class quite like this, and had anxiety well before I first walked in the door.  Fortunately, the gym knows how important it is to serve first timers and they’ve invested in process and systems to make each first time visit a success. From their informative website to in-person communication, they strive to create a welcoming experience. The first time I arrived, the front-desk reception and my new trainers all knew I was just starting the program and were ready to get me up to speed!  I got exceptional attention and instructions on how to get started, and the email survey I received directly after the class inquired about how it could be even better.

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Join us at #17NTC in Washington, DC on March 23-25

Heller NTC Nonprofit Technology Conference

It’s Nonprofit Technology Conference time again! We hope to see you there. Read below for details on the sessions Heller team members are presenting and where you can find them during the conference. We look forward to sharing with and learning from this amazing community of thought-leaders who shape our industry.

Our #17NTC Sessions

We are excited to share that our own Smita Vadakekalem and Matthew Mielcarek will be presenting two sessions at the Nonprofit Technology Conference in Washington, DC this year. Both sessions qualify for CAE credits, so be sure to add these two insightful sessions to your NTC schedule.

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Barriers to Analytics for Nonprofits

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Commercial companies have been leveraging the power of robust analytic applications on their data for years. And while the practice of analytics for the nonprofit sector has been around for years, it isn’t it practiced as widely. Why? In truth, there are many barriers to a successful analytics initiative, but they are not insurmountable. A few of the more common are:

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Nonprofits Sharing Expertise in San Francisco

NPSP-Nonprofits-Sharing-Expertise

The nonprofit community has seen an increase in the variety of CRM technology solutions available to help them increase their fundraising, communicate with their constituents, and ultimately deliver their mission. Many organizations are finding it challenging to select the right solution. The fact is, developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of existing successful processes and thoughtful consideration of future strategies. It’s also helpful to hear what similar organizations are doing and how they are addressing their planning, implementation, and transition challenges.

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Team Heller Volunteers for The Garden School Foundation

Garden-School-Foundation-Heller-Volunteer

In large cities far from rural farms, it can be a challenge for children to visualize the process behind the food they eat. One of the best ways to learn about food sources and nutrition is to work through the experience first-hand, planting, tending, harvesting, and cooking healthy fruits and vegetables. The Garden School Foundation helps Los Angeles’ underserved schools do exactly that. They provide a versatile curriculum that connects students’ nutrition, health, and community through experiential lessons and activities. From planting seeds to preparing fresh meals, students learn about healthy food and how they can apply those lessons at home.

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Quick Quiz: Is Your Nonprofit Ready for Change?

Nonprofit Ready for Change

Being ready for change within a nonprofit is influenced by a wide range of factors including personal styles and long-term departmental history. One team may embrace being the “early adopters” while another may take a more cautious approach. At the end of the day, change is inevitable and often challenging. When well-managed it can be a transformative and beneficial experience that improves staff morale, program effectiveness, and even how the organization serves constituents. When change is poorly managed, especially multi-department or organization-wide changes, it can be extremely disruptive. In fact, many transformative initiatives that impact the processes, technology, or culture of an organization have a very low success rate—as many as 70% fail to achieve their goals.

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Becoming a Certified Sales Cloud Consultant

salesforce-sales-cloud-consultant

The Salesforce Certified Sales Cloud Consultant credential is one of the advanced certifications offered by Salesforce, and encompasses sales, marketing, analytics, and the interfaces required to successfully design and implement Sales Cloud solutions. Jennifer Thall has recently earned this certification and we asked her to share her thoughts on the process.

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Reduce the Risks in a Data Migration

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It is inevitable. At some point every nonprofit organization will have to migrate their data from one system to another. Whether it is for an upgraded version of their current system or to an entirely new system, the reality is that technology evolves. Older data structures weren’t designed with newer system capabilities in mind, so they can become less efficient. Plus, over years of input and use by a variety of people with evolving processes, data integrity can drift from its optimal state. Eventually, all data storage can benefit from being examined, cleaned, and optimized. While beneficial, optimizing a data set and then preparing to return it to the existing or new system does present many risks. It’s possible to lose, disconnect, or even corrupt years of valuable constituent history. In fact, as many as 84% of data migrations projects fail to meet expectations. Why?

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Analytics for Nonprofits: Is it important?

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Analytics is becoming a popular buzz word in the technology industry but what does it really mean to your nonprofit? Is it worth the effort and investment? In a nutshell, analytics for nonprofits is using your data to objectively evaluate your organization’s practices, providing insights for effective forecasting and decision making. It is a detailed analysis built with accuracy, consistency, and rigor over an extended period of time. To be clear, analytics is not the typical reporting that many organizations already do.

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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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