Kaia Swift, Author at Heller Consulting

CRM

Microsoft’s Nonprofit Accelerator for Dynamics 365 Built On the Nonprofit Common Data Model and What it Means

For many of our clients, standardizing business processes and increasing efficiency across the organization are key priorities. It can be incredibly challenging to streamline operations when you have an Enterprise Resource Planning (ERP) solution to manage your warehouse or distribution operations and a Customer Relationship Management (CRM), a digital fundraising solution, and a marketing automation

Kaia Swift April 27, 2020

Technology Strategy

Guest Post: Tips and Strategies for Running a Peer-to-Peer Fundraiser

Peer-to-peer fundraising has exploded in popularity the last several years, and an increasing number of nonprofits are working the method into their annual fundraising calendars. The fundraising style, which involves equipping individual participants to raise money on behalf of a nonprofit, can be a great way to raise money, boost visibility in your community, and

Kaia Swift April 27, 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

Technology Strategy

More Technology Resources for Nonprofits During the COVID-19 Crisis

As your nonprofit’s circumstances continue to evolve, we want to make sure you are aware of the latest offerings from the largest technology vendors to nonprofits. In an update to our post of March 20, what follows is a summary of what’s currently available from the “Big 3” vendors – Microsoft, Salesforce and Blackbaud. We’re

Kaia Swift April 15, 2020

Change Leadership

Practice Resiliency to Move Your Nonprofit Forward in Times of Crisis

Resiliency is an important characteristic for any successful organization. It allows businesses of all types to adapt to change, with minimal disruption to their work. In times of crisis like those we face today, resiliency is no longer optional. It’s a must-have. As a certified change management professional at Heller Consulting, I often think about

Kaia Swift April 15, 2020

Technology Strategy

Everyone Is a Digital Fundraiser Now

Dear Fundraiser, like it or not – you are now a digital fundraiser. Our world has changed rapidly in the span of only a couple of weeks, and just like you may never have planned on working from home for an extended amount of time, a successful fundraiser now has no option but to add

Kaia Swift April 9, 2020

Technology Strategy

Getting Started with Microsoft Teams Plus 6 Quick Tips

As many nonprofit leaders are quickly finding out, effectively utilizing online collaboration tools is vital to managing a remote workforce. With the sudden onslaught of workers now operating from home, Microsoft has begun offering a free 6-month Office 365 E1 Trial, including Microsoft Teams. At Heller Consulting, we use Microsoft Teams as our primary way

Kaia Swift March 31, 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

Animal Welfare

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