Kaia Swift, Author at Heller Consulting

CRM

Takeaways for Advancement Services Professionals from AASP Summit 2022

We had the privilege of joining advancement services professionals from higher education and nonprofit organizations at the AASP Summit 2022 in September. In our conversations at the Heller Consulting booth, the networking event we sponsored with our friends at UC Innovation and DonorDrive, and throughout the conference, one thing was clear: Advancement professionals are preparing

Kaia Swift October 11, 2022

CRM

How Universities Can Leverage Tech Tools to Meet Today’s Evolving Challenges

The last few years have accelerated change for every individual and institution. In higher education, colleges and universities were thrown endless hurdles all while balancing how to best support their students and staff. Now, more than ever, technology plays an essential role in daily university life. By having nimble technology tools as a foundation, education

Kaia Swift October 7, 2022

CRM

Salsa Labs Products Are Going Away – What Your Nonprofit Needs to Know

In September 2022, Bonterra, the parent company of many nonprofit-specific technology solutions, including EveryAction and Network for Good, announced that it is sunsetting its Salsa products in early 2024. If your nonprofit uses a Salsa product, what do you need to know? Here are some basics that you should know if you’re a current Salsa

Kaia Swift September 19, 2022

CRM

3 Things to Know if You’re Thinking About Moving from Raiser’s Edge to Salesforce

I recently wrote an article on this blog about what to know if your nonprofit is considering a move from Raiser’s Edge. One point I made is that if you’re wanting to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser’s Edge doesn’t integrate with other systems at your organization, you can still stay on Raiser’s

Kaia Swift September 6, 2022

Technology Strategy

The Right Technology Approach Can Save Time and Money for Multi-Chapter Nonprofits

Most nonprofits are facing financial pressures in today’s economic environment. It’s in every nonprofit professional’s best interest to find ways to work more efficiently and effectively. In our work with nonprofits here at Heller Consulting, we’ve found that federated and multi-chapter or affiliate nonprofits (those with a central office and multiple affiliate offices or chapters)

Kaia Swift August 26, 2022

Technology Strategy

4 Key Benefits of Using Peer-to-Peer Fundraising Software

For nonprofits, peer-to-peer fundraising is an effective way to engage your community, connect with both new and existing supporters, and bring in donations, all at the same time. During a peer-to-peer campaign, individuals or teams of supporters reach out to their family members, friends, and other social connections to fundraise on your behalf. Unlike other

Kaia Swift August 10, 2022

Technology Strategy

Next-Level Software Selection for Nonprofits

Selecting software for your nonprofit isn’t what it used to be. There was a time when it was a well-established process with a repeatable formula: You had technology for a specific functional purpose. You decided you needed to replace it for some reason (it became outdated, or the vendor discontinued it, or you outgrew it,

Kaia Swift August 9, 2022

Education

2022 Trends and Digital Engagement in Higher Education

If you work in higher education, you know that the pandemic hit higher education institutions particularly hard. Colleges and universities had to scramble to educate students in a virtual environment when in-person classes weren’t feasible. They also needed to move hastily to more online communications and interactions with applicants, students, and alumni. As we emerge

Kaia Swift July 27, 2022

Marketing Automation

Target Your Nonprofit’s Prospects More Effectively with New Marketing Cloud Conditional Completion Actions

If your nonprofit uses Marketing Cloud Account Engagement (formerly Pardot), you probably know that it’s a powerful marketing automation tool in the Salesforce ecosystem. Salesforce is continually rolling out new features and enhancements for Marketing Cloud Account Engagement, making it an even more robust tool. One of the recent Marketing Cloud Account Engagement enhancements that we’re

Kaia Swift July 22, 2022

Technology Strategy

Don’t Make This Mistake with Your Nonprofit’s Marketing Automation Implementation

At Heller Consulting, we’re seeing a technology misstep when implementing marketing automation tools that should be a cautionary tale for all nonprofits. Some nonprofits are purchasing software solutions, contracting with one of the software vendors’ partners for a quick, easy, inexpensive implementation, and then are disappointed with the results. What’s going wrong? The short answer

Kaia Swift July 14, 2022