Aligning Your Technology Strategy with Your Mission
Every nonprofit, school, or healthcare philanthropy organization has a unique mission, and the right technology is essential to achieving it. At Heller Consulting, we begin by understanding your team’s needs and the challenges you face. Our goal is to create technology strategies that align with your mission and org goals.
As an official implementation partner for Salesforce, Microsoft, and Blackbaud, we are your expert tech collaborator for your needs now and into the future.
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What We Do
Whether you need advice to launch your strategy or refine what you already have, Heller can help. We offer comprehensive technology strategy services for nonprofits, including roadmapping and change management.
Salesforce is one of the leading CRMs for nonprofits—and one of the most complex. As a certified Salesforce partner, we have the tools and expertise to help you leverage Salesforce to its fullest.
Microsoft’s tools for nonprofits are a natural extension for orgs that already rely on the Microsoft suite every day. We’ll use our extensive knowledge of the Power Platform and Dynamics 365 to build a strong foundation for your tech stack.
Raiser’s Edge is a leading choice for nonprofits that want a powerful tool that’s increasingly interoperable with Microsoft products. Team Heller has thirty years of experience configuring Blackbaud products for orgs like yours.
Kindsight Ascend is a Salesforce customization package designed for the unique needs of advancement teams. Heller will guide your org through a seamless implementation, ensuring the platform is perfectly configured to drive donor engagement.
Data empowers your nonprofit to make powerful decisions for your mission. Whether you have jumbled data in mismatched solutions or are preparing for a system migration, Heller’s data experts have your back, ensuring you can unlock actionable insights.
If you have more comprehensive IT needs, Heller offers robust managed services support. Our experts can embed into your team and even act as an interim Chief Information Officer (CIO). We can also provide ongoing support, helping out with upgrades, future customizations, implementing new tech like AI, and more so your tech scales with your org.
HubSpot
As an official HubSpot Solutions Partner, Heller helps organizations leverage powerful marketing and automation tools to deepen their constituent engagement. We seamlessly integrate HubSpot into your broader technology ecosystem, ensuring your marketing and development teams never have to operate in disconnected silos.
Who We Serve
Our services are tailored to nonprofits, educational institutions, and healthcare philanthropy organizations. Learn about how we serve these organizations here:
Why Heller?
Experience
Since 1996, Heller has been working with nonprofit, healthcare, and educational organizations to help them make the most of their tech. We can help you with anything tech—and if you need a service we don’t already offer, we’ll upskill to bridge the gap.
Nonprofit niche
Team Heller understands how mission-driven organizations work, and we build our approach around it. Regardless of your team’s tech experience or comfort, rest assured that we know what works for nonprofits and will apply this expertise to your unique situation.
Platform-agnostic approach
Every nonprofit tech solution claims to offer the best features, but every organization operates differently. We don’t try to push a certain solution; instead, we work to understand your needs and match you with the tool that works best for you—no strings attached.
Heller FAQs
Why does a mission-driven organization need a formal technology strategy?
A formal technology strategy allows nonprofits to invest in their future rather than constantly tackling short-term issues. When your systems actually communicate with each other, your staff will spend less time doing manual data entry and more time engaging supporters and delivering programs.
In other words, creating a strategic tech roadmap aligns your tech investments directly with your long-term mission, guaranteeing better ROI.
How do we know when it is time to upgrade our CRM or technology stack?
It’s time to upgrade when your current systems become a roadblock rather than an asset. In practice, this may look like:
- Your staff relying on messy spreadsheets to bridge gaps between software
- User adoption consistently dropping
- Inability to get a unified, 360-degree view of your donors and volunteers
- Your staff relying on messy spreadsheets and manual data transfers to bridge gaps between software
- Inability to leverage AI or make data-driven decisions without manual handling
- Critical reports taking days or weeks to compile
- A lack of security or privacy features
When you spend unnecessary time, money, and energy on your tech, it can harm your operations—and your community.
Does Heller recommend a specific platform?
Heller is completely platform-agnostic. While we have deep, certified expertise as implementation partners for Salesforce, Microsoft, and Blackbaud, the focus is always on your organization’s unique needs. Team Heller analyzes your specific workflows, budget, and goals first, and then recommends the software that will best support your ecosystem.
What makes a CRM implementation successful for a nonprofit?
A successful implementation goes far beyond paying for licenses and integrating software into your day-to-day. It requires clean data migration, smart process redesign, and, most importantly, change management.
Heller integrates change management into every project to ensure your staff receives the training and support they need to confidently adopt the new system from day one. That way, you can put your system to work for your mission sooner.
Why should an organization choose Heller over a general IT firm?
Heller is the best option for mission-driven organizations wanting to level up their tech. Just take a look at what sets us apart:
- We focus on large-scale strategy. You need more than just a troubleshooting partner. Heller creates complex data ecosystems that actually drive your fundraising and program delivery forward.
- We take tailored approaches. General IT firms often try to shoehorn nonprofits into corporate models. We know that your staff members often wear multiple hats, and your software needs can evolve with your niche. We build databases that can handle those unique relationships.
- We break down departmental silos. We always focus on the big picture, connecting your development, marketing, and program departments into a single source of truth so your whole organization is pulling in the same direction.
With three decades of mission-driven experience, the Heller team understands the challenges nonprofits like yours face. This specialized expertise ensures your technology is built specifically to clear those hurdles and give your mission-critical work momentum.
Ready to Get Started?
Your mission deserves the best technology strategy. Let’s work together to craft a plan that propels your organization forward. Get in touch about how we can support your success.
