Kaia Swift, Author at Heller Consulting

CRM

A Real-World Story About Preparing a Nonprofit for Technology Change

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 to your nonprofit’s technology initiatives? In the tech world, change management is about people and preparing your

Kaia Swift October 27, 2020

CRM

Introducing Fundraising and Engagement Built for Dynamics 365 Sales

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 Consulting can help you assess other options for fundraising on the Microsoft

Kaia Swift October 21, 2020

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

Change Leadership

Lessons Learned: Change Management in Higher Education

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 solve technical challenges. Just a few short months in, its leadership’s foresight is bearing fruit,

Kaia Swift September 23, 2020

CRM

3 Tips for Getting Started with Nonprofit Marketing Automation

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 marketing automation software in place, but ultimately, it allows nonprofits to deliver a better constituent experience,

Kaia Swift September 21, 2020

CRM

How to Meet Your Nonprofit’s Complex Gift Processing Requirements

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 Ledger (GL) code applied to it. Tax receipts must be calculated accurately. Then, the fundraising

Kaia Swift September 10, 2020

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