Authored by: Catherine Moore, Heller Consulting and Andrew Caswell, National CRM Implementation Lead for the Canadian Cancer Society You’ve probably heard the term “change management” before. But do you know what it is and why it’s so important ...Read More

2024 NOTE: Microsoft is moving toward the retirement of the Fundraising and Engagement solution for nonprofits. After December 31, 2026, Microsoft will no longer implement security updates for Fundraising and Engagement, and there will be no further technical support for the solution. Heller ...Read More

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 ...Read More

When it comes to a major change within an organization, an external, unbiased perspective will increase the likelihood of a smoother process and better adoption by stakeholders. This blog post illustrates how an educational institution turned to people-oriented solutions to ...Read More

We’ve seen marketing automation open up possibilities for nonprofits. It can help meet many objectives across organizational functions to engage constituents in different ways to give their time, talents, and financial support. There is an initial effort to put ...Read More

Gift processing is a challenge for many nonprofits. It takes time to enter gifts into your donor database or customer relationship management (CRM) system. It requires each gift type to be coded correctly. Each gift must have the right General ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

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 ...Read More