Kaia Swift, Author at Heller Consulting

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Case Studies

Jewish Federations of North America

The Jewish Federations of North America partnered with Heller Consulting to select a new CRM system tailored to the needs of multiple Federations. Through collaborative discovery, requirements analysis, and platform demonstrations, JFNA chose Microsoft’s Fundraising and Engagement solution to enhance fundraising and engagement.

Lyndal Cairns January 2, 2024

The Basics of Microsoft Cloud for Nonprofit

The Basics of Microsoft Cloud for Nonprofit Table of Contents Introduction A global leader in technology innovation, Microsoft offers a strong and steady rollout of products and functionality for the nonprofit sector. For organizations looking to move to a cloud platform, Microsoft Cloud for Nonprofit is a compelling option. Microsoft’s vision for nonprofits Microsoft has a

Kaia Swift October 14, 2023

The Basics of Salesforce Solutions for Nonprofits

The Basics of Salesforce for Nonprofits Table of Contents Introduction: More Options You may be considering using Salesforce solutions for your nonprofit organization. But your choices in Salesforce offerings are different than they once were – even just a year ago. Today, you have more options. In the past, if nonprofits wanted to adopt

Kaia Swift October 14, 2023

2023 Digital Transformation Trends for Nonprofits

2023 Digital Transformation Trends for Nonprofits Staying Ahead of the Curve Table of Contents Introduction Welcome to our annual report about key trends in the nonprofit technology sector. The past year has been a period of transition and adaptation for nonprofits, as organizations have navigated a rapidly changing landscape of data, technology, and talent.

Kaia Swift August 19, 2023

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Guide Content

The Nonprofit’s Guide to Making Strategic Digital Tech Decisions

The Nonprofit’s Guide to Making Strategic Digital Tech Decisions A guide for marketers Table of Contents Technology trends on the minds of marketers Today’s marketers at nonprofit organizations are under a lot of pressure. Their role has changed dramatically. Marketers are expected to deliver exceptional and personalized experiences. They have taken the reins of complex

Kaia Swift October 31, 2022

An infographic from Heller Consulting titled “4 Tips to Better Manage Your Nonprofit’s Data.” It encourages starting to clean data now and lists benefits like accurate reports, faster processing, and improved staff confidence.

Data & AI

Data Management Tip Sheet

This guide has top tips for nonprofit data governance.

Kaia Swift July 5, 2022

CRM

Building the Business Case for Nonprofit CRM

If you’re like many nonprofit professionals, you might have found that your nonprofit’s technology foundation didn’t hold up well under the stress test of the COVID-19 pandemic and the fallout that followed. You might also have found that as your organization evolves and adapts to changing world conditions, your data management systems continue to limit

Kaia Swift January 27, 2021

CRM

The Growing Potential of Microsoft Solutions for Nonprofits

The world of nonprofit technology is an exciting place these days. As it continues to shift and grow, there is an increasing number of solutions that can help you meet your organization’s strategic goals. Today, I’m sharing how Microsoft is taking the possibilities for nonprofit tech solutions to an entirely new level. A little background

Kaia Swift October 1, 2020

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Case Studies

Humane Society Silicon Valley Salesforce NPSP case study

Discover how Humane Society Silicon Valley transformed its operations with a strategic technology overhaul led by Heller Consulting—boosting efficiency, engagement, and fundraising through Salesforce and Pardot.

Kaia Swift July 6, 2020

Technology Strategy

Microsoft’s Nonprofit Accelerator for Dynamics 365 Built On the Nonprofit Common Data Model and What it Means

For many of our clients, standardizing business processes and increasing efficiency across the organization are key priorities. It can be incredibly challenging to streamline operations when you have an Enterprise Resource Planning (ERP) solution to manage your warehouse or distribution operations and a Customer Relationship Management (CRM), a digital fundraising solution, and a marketing automation

Kaia Swift April 27, 2020

Technology Strategy

More Technology Resources for Nonprofits During the COVID-19 Crisis

As your nonprofit’s circumstances continue to evolve, we want to make sure you are aware of the latest offerings from the largest technology vendors to nonprofits. In an update to our post of March 20, what follows is a summary of what’s currently available from the “Big 3” vendors – Microsoft, Salesforce and Blackbaud. We’re

Kaia Swift April 15, 2020

Technology Strategy

Getting Started with Microsoft Teams Plus 6 Quick Tips

As many nonprofit leaders are quickly finding out, effectively utilizing online collaboration tools is vital to managing a remote workforce. With the sudden onslaught of workers now operating from home, Microsoft has begun offering a free 6-month Office 365 E1 Trial, including Microsoft Teams. At Heller Consulting, we use Microsoft Teams as our primary way

Kaia Swift March 31, 2020