Other Posts from Keith Heller

Change Leadership

3 Key Lessons in Nonprofit Change Management

When planning a technology initiative, scheduling active change management isn’t always the first priority on the to-do list. This is unfortunate because incorporating change management strategies is one of the most effective ways to ensure a successful project. At Heller Consulting, we’ve seen change management increase user adoption and ultimately give organizations a better ROI

Keith Heller January 7, 2021

CRM

2019 Nonprofit Technology Trends

2019 is likely to be one of the most dynamic years in recent memory for nonprofit technology. There are a number of transforming and exciting trends, ultimately resulting in more and better choices for nonprofit organizations looking to leverage technology to support and deliver their missions.

Keith Heller March 6, 2019

CRM

Microsoft, Blackbaud & Salesforce: Changes Happening in Nonprofit Tech

I’m happy to be attending the NetHope Global Summit in Dublin and Microsoft is shaking things up with the announcement of a new wave of development on nonprofit technology within their Dynamics CRM offerings. After decades of providing their software and other solutions for free to nonprofits, a generous but uncomplicated offering, they are now

Keith Heller November 8, 2018

crm-innovator-forum-nurture-constituents

CRM

Driving the CRM Movement Forward, Together

In case it isn’t clear from our posts and resources, we’re CRM superfans at Heller Consulting. We’ve lived and breathed donor management and constituent engagement for over two decades, and we’re still fascinated by the strategies and tools that enable stronger relationship building. After years of sharing our experience with our clients, we realized leadership at

Keith Heller May 25, 2017

Creating Exceptional Experiences Nonprofit

CRM

Creating an Exceptional Experience

When was the last time a company provided you with an exceptional customer experience? This year I finally achieved one of my personal goals and joined a new gym. I’d never registered for a fitness class quite like this, and had anxiety well before I first walked in the door. Fortunately, the gym knows how

Keith Heller March 14, 2017

CRM

Nonprofits Sharing Expertise in San Francisco

The nonprofit community has seen an increase in the variety of CRM technology solutions available to help them increase their fundraising, communicate with their constituents, and ultimately deliver their mission. Many organizations are finding it challenging to select the right solution. The fact is, developing a successful nonprofit CRM requires more than straightforward feature comparison

Keith Heller February 13, 2017

CRM

Agile AND Waterfall In Your Organization

Project management styles are often considered where pros and cons are explored to determine the best approach for an organization. For some, chief criteria might be earliest access to tools. Others might require an articulated project plan, upfront. And others might prioritize a high-level of participation from team members, above all. Does agile or waterfall

Keith Heller December 7, 2016

CRM

Setting Excellence as a Standard in your CRM Implementation

The promise of true CRM – that fabled 360° view of your constituents – is achievable only when nonprofit business units across an enterprise join together. By combining data and aligning business processes through the use of technology, a unified constituent profile can be realized. Rationalizing business process and eliminating redundancies across business units ensures

Keith Heller July 19, 2016

CRM

Strengthening Relationships with Your Affiliates

In delivering large enterprise-wide CRM implementations, the Heller team commonly engages with headquarters, or the national entity of a nonprofit organization, in pursuit of strengthening constituent relationships. As part of this process, organizational dialogue related to constituent engagement grows and this conversation inevitably turns inward.

Keith Heller July 7, 2016

CRM

First Steps Beyond CRM Fundraising

Nonprofit CRM implementations are often lead by a fundraising need. Development teams serve as strong catalysts for change as they are frequently the first to feel the impact of aging technology, and can demonstrate a clear benefit to opportunities presented by modern and emerging digital channels. When starting a CRM for fundraising initiative, it is

Keith Heller May 31, 2016