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How Do You Pay for Change Management?
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Transcript: Introduction to CRM Options for Enterprise Nonprofits
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Driving the CRM Movement Forward, Together
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Earning a Salesforce Certified Sales Cloud Consultant Credential
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Join us at the Change Management Conference in New Orleans!
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Case Study: Using Salesforce Community Cloud as a Worldwide Hub
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Webinar: CRM Options for Enterprise Nonprofits
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Key Ingredients to a Successful Analytics Initiative
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Change Management as a Client and a Consultant
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How to Help Major Gifts Officers Succeed
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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 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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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

How Do You Pay for Change Management?

pay-for-change-management-puzzle

This is a question I’ve wrestled with many times. Through years of implementation projects with every size nonprofit, I’ve seen how important it is to invest in change management efforts. And in every project, the one question that always comes up is: How do we justify the cost of these efforts? Where does the budget for this come from?

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Transcript: Introduction to CRM Options for Enterprise Nonprofits

On May 23, Keith Heller presented the introduction to CRM Options for Enterprise Nonprofits webinar series. This series is designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology.

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Driving the CRM Movement Forward, Together

crm-innovator-forum-nurture-constituents

In case it isn’t clear from our posts and resources, we’re CRM superfans at Heller Consulting. We’ve lived and breathed donor management and constituent engagement for over two decades, and we’re still fascinated by the strategies and tools that enable stronger relationship building. After years of sharing our experience with our clients, we realized leadership at enterprise nonprofit organizations needed a way to share their own perspectives directly with their peers. With this simple spark, the CRM Innovator Forum was born.

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Earning a Salesforce Certified Sales Cloud Consultant Credential

salesforce-sales-cloud-consultant

The Salesforce Certified Sales Cloud Consultant credential is a respected achievement in the Salesforce community. More detailed than the Administrator and Advanced Administrator certifications, a Certified Sales Cloud Consultant has proven that they can design applications and interfaces that allow sales and marketing teams to increase their productivity and prove their success. Hellerite Kate Bennet recently earned her Certified Sales Cloud Consultant credential and shares a few tips that helped her along the way.

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Join us at the Change Management Conference in New Orleans!

Change-management-conference-2017

The Change Management Conference for 2017 will be kicking off Sunday May 21 in New Orleans and is sure to be an even bigger success than last year. Produced by the Association of Change Management Professionals (ACMP), this annual event is the largest gathering of all levels of change practitioners. This year there are six unique content tracks to appeal to a wide array of attendees: Professional Practices, Foundations, Enterprise Capabilities and Leadership, Tools of the Trade, Integrated Disciplines and Partnerships, and Trends and Innovation. Each track of the Change Management Conference is designed to allow attendees to learn, practice, and experiment with new and innovative change management techniques, providing knowledge that can be applied immediately upon return to the office.

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Case Study: Using Salesforce Community Cloud as a Worldwide Hub

Keeping a community of technical professionals in touch and in constant communication can be a daunting task filled with expectations, especially when the community is spread over 160 countries with more than 400,000 members. So when it came time to update their community portal, one organization leveraged the features of Salesforce Community Cloud to give their site an updated look and feel, increase engagement, and streamline management tasks.

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Webinar: CRM Options for Enterprise Nonprofits

CRM options enterprise nonprofits

Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system.

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Key Ingredients to a Successful Analytics Initiative

introduction-analytics-nonprofits-4

Extending an effective CRM with an analytics initiative can be a challenge for any organization. It demands a deep understanding of how the organization works, the processes in place, and the Key Performance Indicators (KPIs) that will guide future decision making. So where do you get started? As with any project there are common barriers to overcome, but with effective planning and effort success is within reach for anyone. It’s not as difficult as it may seem. In the simplest explanation, determine what you want to achieve, and then develop a plan to get there.

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Change Management as a Client and a Consultant

Change-management-client-consultant

I remember hearing often growing up that “Change is the only constant in Life” (Heraclitus). I also remember years ago when my mother said to me “For someone who claims to hate change, you sure seem to embrace it”. More than I was aware at the time, she was totally right. Since then I’ve found that embracing and planning for change is the best way to face it, and I actually do enjoy it. This has worked out well for me since a large component of the work I do is helping organizations manage change during technology transitions. Often overlooked or considered “not essential,” planning effectively for change can often make or break a technology transition initiative. (Read more on change management here)

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How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

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