Team Heller, Author at Heller Consulting

CRM

An Impactful Event with Salesforce

On October 3 representatives from leading nonprofits met in New York City to share how they use Salesforce technology to increase their impact and nurture relationships with constituents. Hosted by Heller Consulting, this exclusive event provided organizations an open forum to share first-hand stories of CRM challenges and successes, and to discuss how to apply

Team Heller October 24, 2017

CRM

Transcript: Integrating The Raiser’s Edge and Salesforce

On September 28, Heller Consulting and Omatic Software hosted and Expert Q & A session to discuss the possibilities and challenges of system integration. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. You can view the webinar here, and read the full transcript

Team Heller October 19, 2017

Change Leadership

Dreamforce 2017 Is Almost Here!

In 2016, over 171,000 people registered to attend Salesforce.com’s spectacular Dreamforce conference. Over 8,000 attendees and 118 breakout sessions were specifically for nonprofit and higher education causes. Dreamforce 2017 promises to be even more exciting, informative, and spectacular! If you are coming to San Francisco to be part of one of the largest software conferences in

Team Heller October 12, 2017

CRM

Transcript: Top 3 Missed Opportunities to Use Wealth Screening

On June 27, advancement experts from WealthEngine and Heller Consulting discussed underutilized strategies that can help boost the success of your next campaign. In this webinar, they showed how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. Below is the transcript of the

Team Heller August 8, 2017

Change Leadership

Transcript: Flash Class: Managing Change for Success

On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam to share her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she explained the purpose of change management, and shared best practices, resources and tools to help nonprofits incorporate effective change management strategies into

Team Heller August 1, 2017

CRM

Reporting Is Not Analytics

Take a moment to read that title again: Reporting Is Not Analytics. We wanted to get that out in the open right away. If you’ve been reading our site, you may have noticed that Heller Consulting works with CRM strategy and technology. You may have also noticed that we share and present at many of

Team Heller July 20, 2017

CRM

Transcript: NPSP: CRM Options for Enterprise Nonprofits

On June 27, Salesforce.org and Keith Heller presented the second installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of Salesforce.org’s Nonprofit Success Pack. This series is designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles

Team Heller July 11, 2017

CRM

Transcript: Introduction to CRM Options for Enterprise Nonprofits

On May 23, Keith Heller presented the introduction to CRM Options for Enterprise Nonprofits webinar series. This series is designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology.

Team Heller May 30, 2017

CRM

Earning a Salesforce Certified Sales Cloud Consultant Credential

The Salesforce Certified Sales Cloud Consultant credential is a respected achievement in the Salesforce community. More detailed than the Administrator and Advanced Administrator certifications, a Certified Sales Cloud Consultant has proven that they can design applications and interfaces that allow sales and marketing teams to increase their productivity and prove their success. Hellerite Kate Bennet

Team Heller May 25, 2017

Change Leadership

Join us at the Change Management Conference in New Orleans!

The Change Management Conference for 2017 will be kicking off Sunday May 21 in New Orleans and is sure to be an even bigger success than last year. Produced by the Association of Change Management Professionals (ACMP), this annual event is the largest gathering of all levels of change practitioners. This year there are six

Team Heller May 20, 2017

CRM

Key Ingredients to a Successful Analytics Initiative

Extending an effective CRM with an analytics initiative can be a challenge for any organization. It demands a deep understanding of how the organization works, the processes in place, and the Key Performance Indicators (KPIs) that will guide future decision making. So where do you get started? As with any project there are common barriers

Team Heller May 2, 2017

CRM

Barriers to Analytics for Nonprofits

Commercial companies have been leveraging the power of robust analytic applications on their data for years. And while the practice of analytics for the nonprofit sector has been around for years, it isn’t it practiced as widely. Why? In truth, there are many barriers to a successful analytics initiative, but they are not insurmountable. A

Team Heller March 2, 2017