Team Heller, Author at Heller Consulting

Strategic Technology Management Reshaping CRM

CRM

Strategic Technology Management: The Continual Reshaping of CRM

Since its evolution out of the for-profit world’s customer relationship management software a number of years ago, constituent relationship management (CRM) has been often viewed by nonprofits as simply a technology or a set of software applications. In reality, CRM is much more than simple software. It is a combination of three things: systems, service,

Team Heller April 30, 2019

CRM

Client Shout-out: Human Rights Campaign Foundation

We consider ourselves lucky to be working with amazing organizations that are changing the world. So, when we have the opportunity to brag about these organizations’ efforts, we jump at the chance. Our client, Human Rights Campaign is the largest national lesbian, gay, bisexual, transgender and queer civil rights organization. HRC envisions a world where

Team Heller April 17, 2019

CRM

Does Your Nonprofit Strategy Put People First?

How well a nonprofit organization manages its constituent relationships is perhaps the most critical factor in determining the organization’s success in fulfilling its mission. What’s required is reliable, accurate, and easy-to-access information to manage the nonprofit’s relationship and engagement with each constituent so that the organization can strengthen those relationships to successfully carry out its

Team Heller April 15, 2019

CRM

Managing Change for Successful CRM Implementation

Here’s the simple truth: you cannot have a completely successful constituent relationship management (CRM) implementation without closely managing the organizational change it entails. While most discussions will center around the technological aspects of implementing a new platform or ecosystem the single most important thing you can do is to prioritize the people who will interact

Team Heller April 4, 2019

Technology Strategy

Debunking the Single CRM Myth

In the not-too-distant past, nonprofit organizations talked fervently about the importance of all areas of an organization operating from a single nonprofit CRM platform. There was an assumption, typically unchallenged, that the best state for all organizations would be for every department, every functional area, to be in one system. One operations analyst, who had

Team Heller March 14, 2019

CRM

The Challenges of Nonprofit CRM: Aligning People, Processes, and Technology

All nonprofit organizations face their own set of unique challenges to successfully carry out their missions. But, regardless of their individual goals, structures, and processes, all nonprofits must engage efficiently and effectively with their constituents and establish positive relationships with donors, sponsors, staff, and volunteers alike.

Team Heller March 5, 2019

CRM

CRM Technology: Strategic Planning vs. Strategic Management

When considering the CRM landscape today, it’s important to think about both technology and the context that drives it. Ideally, we’d say that the strategic needs of organizations have driven technological development. While that’s partially true, it remains the case that some organizations allow technology to drive their strategies instead.

Team Heller January 31, 2019

Technology Strategy

2018 Reflections

It’s hard to believe that 2018 has come and almost gone. We’ve tackled big problems for our clients, solved challenging technology puzzles and collaborated to put forth some of our best work to date. Before we look ahead to an exciting 2019, we chatted with some of our team members about their 2018 reflections and

Team Heller December 18, 2018

CRM

Making the Most of Dreamforce 2018

With nearly 200 sessions specifically for nonprofits, over 3,000 sessions total and about 170,000 attendees, Dreamforce 2018 will certainly be an engaging event. It can be overwhelming to figure out how to make the most of it, but the good news is, there is plenty going on, so even if you miss the mark on

Team Heller September 19, 2018

Technology Strategy

5 Essential Tips for Crafting an Expert Fundraising Strategy

Guest Post by Aly Sterling When the only constant element of our political and economic environment is its daily instability, it can be difficult guide your nonprofit with confidence. You can’t always predict what will happen next month (or even next week), but there are some steps you can take to begin ensuring the stability

Team Heller April 24, 2018