“The Heller team has been a strategic partner for us through multiple technology projects. They were able to lead EDF through a large-scale migration effort to Salesforce NPSP on a tight timeline and supported our staff with industry best practices and change management.” - Marc Cima, Chief Information Officer, Environmental Defense Fund
Like many nonprofits, in April 2021, EDF learned that Blackbaud would be sunsetting the Luminate CRM product. The EDF team had already been considering a long-term strategy of moving from Luminate CRM to Salesforce Nonprofit Success Pack (NPSP) – which would include a needs assessment, product roadmap, and product implementation over a multi-year period. Now the large organization faced the task of moving to a new customer relationship management (CRM) system in just 14 months.
Already working with Heller Consulting on another technology project, EDF turned to the Heller team for an expedited CRM implementation. Because they are already well-versed in multiple nonprofit technologies, including Blackbaud and Salesforce products, the Heller team was able to streamline the CRM implementation. Despite the tight timeline and large-scale project, the Heller team worked with EDF through a complete migration from Luminate CRM to Salesforce NPSP, including:
Working together, EDF and the Heller team completed the CRM implementation with six weeks to spare. Working with the Heller team, EDF continues to further define and implement its technology roadmap.