Kaia Swift, Author at Heller Consulting

CRM

Key Takeaways from the 2022 Salesforce Nonprofit Trends Report

After the twists and turns of the past couple of years, I think it’s important to take a look at how nonprofits are faring. The most recent Nonprofit Trends Report from Salesforce does just that. It offers helpful insights into nonprofits’ challenges and how some nonprofits continue to thrive no matter what comes their way.

Kaia Swift February 9, 2022

CRM

The Benefits of Nonprofit CRM Technology For Fundraising, Featuring Jett Winders on The Nonprofit MBA Podcast

Heller Consulting’s Jett Winders sat down with Stephen Halasnik from Financing Solutions for an interview on The Nonprofit MBA Podcast. They discussed the benefits of nonprofit CRM technology for fundraising. Read an Executive Summary or Listen to the Podcast here: The Benefits of Nonprofit CRM Technology For Fundraising About Stephen Halasnik, The Nonprofit MBA Podcast,

Kaia Swift February 8, 2022

CRM

5 Things to Do Before Your Higher Education Team Moves to Salesforce

As a leader in higher education, you probably know that the Salesforce platform supports the complexity of fundraising in higher ed. If your team is planning a move to Salesforce, there are some important things to consider before you begin the implementation process. Here are five things you can do now to help avoid risks

Kaia Swift February 7, 2022

Technology Strategy

Is Your Nonprofit Taking Advantage of the Latest Marketing Cloud Account Engagement Features?

If you use Marketing Cloud Account Engagement (formerly called Pardot) for marketing automation, you’re probably aware that the Salesforce Winter ’22 Release included lots of Marketing Cloud Account Engagement enhancements and new features. But is your nonprofit putting them to use? The Salesforce Spring ’22 Release is just around the corner (with more Marketing Cloud features

Kaia Swift January 18, 2022

Technology Strategy

5 Strategies to Assess Last Year’s Year-End Campaign

This is a guest post from John Killoran, Snowball Fundraising. Your year-end campaign is arguably one of your most important fundraising activities of the year. You spend hours planning and preparing for it but once it’s over, you rarely look back to assess your success beyond whether or not you reached your fundraising goal. Taking

Kaia Swift January 12, 2022

Salesforce

Tips for Nonprofit Marketers from the 2021 Salesforce State of Nonprofit Marketing Report

2021 was another year of rapid adaptation for nonprofit marketers. While the pandemic accelerated the need for digital transformation in 2020, nonprofit marketing teams have continued to be under pressure to keep up their use of digital tools and transform data insights into relevant and personalized messaging. Salesforce sought to understand the challenges and goals

Kaia Swift December 7, 2021

CRM

3 Benefits of a New CRM for Your Nonprofit

There are many roads that might lead you to consider a new CRM. Some nonprofit leaders initiate the move because the old CRM non longer keeps up with organizational needs. Sometimes the old provider is sunsetting the system, forcing the nonprofit’s hand to change. Or maybe the nonprofit staff is tired of the old technology

Kaia Swift November 29, 2021

Technology Strategy

Planning a Virtual Event for Giving Tuesday: 5 Tips

Giving Tuesday is fast approaching, which means a busy time for nonprofit fundraising and some of the biggest giving campaigns of the entire year.   To capture this large donor potential, it is important to plan a campaign that is easy, flexible, and convenient for your supporters. After all, you are fighting for attention in a

Kaia Swift November 9, 2021

Technology Strategy

Takeaways from Report about Diversity, Donors, and Philanthropic Trends

Much is being written and discussed these days about diversity, equity, and inclusion (DEI). On this blog, we’ve written about our own work around DEI and our partners’ work around DEI. But, one aspect of diversity that you don’t hear much about is donors and philanthropic trends. Our friends at Indiana University Lilly Family School

Kaia Swift November 5, 2021

CRM

The Transformational Power of Microsoft Cloud for Nonprofit

Microsoft’s recent launch of Microsoft Cloud for Nonprofit takes the Fundraising and Engagement solution and makes it a full-service nonprofit toolset that includes volunteer management, engagement with all types of supporters, and program management tools that will allow you to see the direct impact of fundraising dollars on your mission objectives. It showcases Microsoft’s commitment

Kaia Swift November 2, 2021