Kaia Swift, Author at Heller Consulting

Technology Strategy

Why Nonprofits Need Marketing Automation

The way we see it, marketing automation tools are a natural extension of a successful CRM ecosystem. Having captured data and with a 360-degree view of constituents, organizations can take the next logical step and leverage automation tools to connect with donors in a personalized way, streamline program operations, and free up precious staff time.

Kaia Swift September 8, 2020

CRM

How Does the New NPSP Accounting Subledger Package Fit into Your Nonprofit’s Salesforce Strategy?

Preparing your fundraising information for your accounting system isn’t always easy. In fact, it can take significant time and effort to align and reconcile data properly. That’s something Salesforce has aimed to make easier with the release of the Accounting Subledger package as part of the Spring 2020 Release functionality for the Salesforce.org Nonprofit Cloud.

Kaia Swift August 17, 2020

CRM

My First-Hand Experience with Making the Move from NGO Connect to the Salesforce Nonprofit Success Pack

If you’re reading this article, there’s a good chance your nonprofit is using NGO Connect and considering a move to the Salesforce Nonprofit Success Pack (NPSP). My colleague, Jett Winders wrote a helpful blog article earlier this year about three options for NGO Connect users (stay, plan, or move). For those looking to make the

Kaia Swift July 29, 2020

CRM

Streamlining Salesforce as a Cost-Effective Option for Improving Your Nonprofit

If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is a misconception that moving to a new system is going to resolve all the issues organizations

Kaia Swift July 23, 2020

Technology Strategy

Food Bank CRM: Programs vs. Fundraising

Gaining buy in for new CRM technology across multiple departments challenges even the nimblest organizations. For food banks, the needs and interests of program staff and the fundraising department require careful consideration, especially in cases where not everyone agrees on the best path forward. A comprehensive CRM strategy must ensure that both departments are armed

Kaia Swift June 23, 2020

Technology Strategy

Today’s Animal Shelter Operations Are Shifting. Technology Can Help.

Like everyone today, animal shelters are changing how they operate amid the fallout of the COVID-19 pandemic. Some shelters had already begun setting up pet food pantries for those who struggle to afford to adopt or keep pets; as with food banks, pet food pantries became even more needed when millions of people became unemployed.

Kaia Swift June 8, 2020

Team Heller

Sharing Our Work Around Diversity, Equity, and Inclusion

This isn’t a post about nonprofit technology that you typically see on this blog. However, Heller Consulting is doing something we’re proud to be a part of, and we felt inspired to share it here. It’s around the idea of diversity, equity, and inclusion (DEI). About three years ago, the Heller Consulting team recognized the

Kaia Swift May 26, 2020

Technology Strategy

How to Get Your Nonprofit Started with Pardot and Scale Your Fundraising Right Away

During these turbulent times, many of our nonprofit clients are re-prioritizing their investments, focusing on marketing automation to quickly ramp up fundraising and improve results. They’re getting up and running (and comfortable using) Pardot, a powerful marketing automation solution, within only a few weeks by working with the Heller Consulting team. Here is how it

Kaia Swift May 20, 2020

CRM

5 Questions to Ask Before a Nonprofit Technology Change

We’d like to go ahead and save your organization some precious time. Even if you don’t see an urgent need for technology change today and are “doing just fine” meeting your goals with tools in place, you need to plan for when meeting your objectives will get more challenging. Planning will keep you from falling

Kaia Swift April 22, 2020

CRM

How San Antonio Food Bank Scaled to Support a Dramatic increase in Volunteers, Donors and Beneficiaries through its customized Salesforce CRM

Before the Coronavirus swept through the country and millions were left unemployed, a typical giveaway for San Antonio Food Bank would serve 200 families with the help of 20 volunteers. Leading up to a giveaway at the Alamodome on Friday, April 17, they were preparing to hand out food to more than 2,000 households while managing 400 volunteers. The staggering increase in numbers can be

Kaia Swift April 18, 2020

Team Heller

We’ve Worked from Home for Two Decades. Here’s What’s Worked for Us.

With thousands of workers now suddenly faced with doing their jobs remotely, we wanted to offer some lessons we’ve learned from over twenty years of remote collaboration with our clients and each other. Our team has consisted of folks from across the country, in different time zones, who worked from home offices, co-working spaces, or

Kaia Swift March 27, 2020

CRM

Volunteer Program Key Considerations in Salesforce for Animal Welfare Organizations

Volunteers play a vital role in the success of animal welfare organizations who rely on volunteers to perform mission critical tasks. In addition to some fundraising and administrative opportunities common in nonprofits, those roles can range from exercising or walking animals, socializing, promoting adoption, providing hygiene care and maintenance, and sheltering animals. Many organizations simply

Kaia Swift March 25, 2020