Kaia Swift, Author at Heller Consulting

CRM

9 Things to Consider if Your Nonprofit is Thinking About a Move to Microsoft or Salesforce CRM

If you’re thinking about moving to a new constituent relationship management (CRM) system, you aren’t alone. Every day, nonprofits consider a change for a variety of reasons: Maybe their current CRM system is going away. Or their CRM vendor is pushing them to upgrade to a new version of the system. Or their old CRM

Kaia Swift May 6, 2021

Technology Strategy

5 Classy Integrations to Help Nonprofits Improve Operations

Relatively new to the nonprofit sector or not, you’ve likely heard of Classy, a leading social enterprise that creates online fundraising tools for nonprofits. The innovators behind this platform seek to modernize the giving experience and accelerate social impact around the world. As part of this initiative, they’ve actively built out their platform’s functionality by

Kaia Swift May 4, 2021

Education

A New Era for Higher Education Advancement Technology

At Heller Consulting, we’ve been tracking technology trends in higher education advancement over many years. One of the things we’ve seen most recently is an acceleration of universities and colleges working to bring their organization’s fundraising efforts into the digital world and into the cloud. This trend opens new opportunities for higher ed fundraisers as

Kaia Swift April 12, 2021

Technology Strategy

How to Know if It’s Time for Your Nonprofit to Leave Luminate Online

You might have heard by now that that Blackbaud will be ending support for and shutting down Luminate CRM in 2022. Whether your nonprofit uses Luminate CRM or not, if you’re using the companion product Luminate Online, this news might have sparked a question in your mind: Is it time to consider moving away from

Kaia Swift April 6, 2021

CRM

Luminate CRM is Going Away. What Should Your Nonprofit Do Now?

If the title of this article caught your attention, chances are that your nonprofit is using Luminate CRM. And, you’ve likely been notified that Blackbaud will be ending support for and shutting down Luminate CRM in 2022. I’m guessing this is unwelcome news. After all, your customer relationship management (CRM) system is the heart of

Kaia Swift March 19, 2021

Technology Strategy

Microsoft Cloud for Nonprofit: The Latest Offering from Microsoft

The pace of new technology from Microsoft for the nonprofit sector seems to be accelerating. The latest offering — announced last month — is Microsoft Cloud for Nonprofit. In our continued efforts to keep you in-the-know about Microsoft technology for nonprofits, here’s a summary of Microsoft Cloud for Nonprofit and what it means for the

Kaia Swift March 17, 2021

Microsoft Square in Downtown Los Angeles

CRM

The Story of Microsoft’s Commitment to the Nonprofit Sector

If you’ve read this blog for a while, you probably know that Team Heller has been closely following Microsoft’s movements in the nonprofit sector. We’ve watched Microsoft go from initial investments in the sector to the launch of specific nonprofit solutions. And, we’ve even been involved along the way. We’ve been excited about the growing

Kaia Swift March 11, 2021

CRM

Beyond Fundraising: The Many Ways Nonprofits are Using Salesforce

If you’ve worked in the nonprofit sector for very long, you likely know about Salesforce Nonprofit Success Pack (NPSP). It’s a customer relationship management (CRM) solution that many nonprofits use to build donor relationships, accelerate major giving, and connect multiple giving channels on a single fundraising platform. But you might not know that Salesforce is

Kaia Swift February 22, 2021

A woman with headphones on sips tea and waves hello to people in a video meeting.

Marketing Automation

What Does Digital Transformation Look Like Today for Nonprofits?

Digital transformation for nonprofits is not a new concept but has become an even more urgent reality since the fallout of COVID-19. Nonprofits need to have a solid technical foundation in order to carry on with their important work. The organizations that had the foresight to implement nimble tools were able to quickly adapt to

Kaia Swift February 17, 2021

CRM

Takeaways from the Salesforce Nonprofit Trends Report

The recent Nonprofit Trends Report from Salesforce provides helpful insights on how nonprofits have responded to the fallout of COVID-19 and what role technology has played in helping them become more resilient. As I read through the report, I found that several of the key findings align with what we’ve been seeing at Heller Consulting.

Kaia Swift February 3, 2021