Team Heller, Author at Heller Consulting

CRM

Resource Round Up: Heller’s Papers from 2016

Heller Consulting is committed to providing up-to-date resources and information on topics that impact the nonprofit community. Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are

Team Heller December 20, 2016

CRM

Plan Time for Analysis: Marketing Automation Tip #7 of 7

Your marketing automation program is all set up and running, so you’re done, right? (If you haven’t already, be sure to read about getting to this point in Tip #1, Tip #2, Tip #3, Tip #4, Tip #5, and Tip #6.) Not exactly. Another important component of a marketing automation program is the feedback loop– making

Team Heller December 13, 2016

Change Leadership

Get on Board with Project Management AND Change Management

There was a time in the not-so-distant past when a line item for “project management” in the budget of a technology implementation seemed like an option, not a requirement. Now, with the complexity of moving parts that need to be precisely coordinated, dedicated project management time is essential to project success. As an industry we’ve

Team Heller November 22, 2016

CRM

Don’t Be Impatient: Marketing Automation Tip #6 of 7

You’ve selected which marketing automation toolset is best for your organization, so how long will it be before you are executing your strategy? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, Tip #4 and Tip #5.) Don’t rush it! Make sure you take the time to implement the system

Team Heller November 17, 2016

CRM

Strategy First, Then Tools: Marketing Automation Tip #5 of 7

Content and planning are king and queen when it comes to marketing automation, so when you have your best materials together and ready to execute your plan, what tools do you select? (If you haven’t already, be sure to read Tip #1, Tip #2, Tip #3, and Tip #4.) It’s essential to find a tool

Team Heller October 27, 2016

CRM

Salesforce App Builder Certification – The Salesforce Interface In-Depth

One of the newly revised Salesforce certifications is the Platform App Builder Certification. This certification incorporates the skills needed to design, build, and implement custom applications within the Force.com platform. Consultants with this certification have a rich understanding of how to design a data model and user interface to an application, as well as develop

Team Heller October 18, 2016

CRM

Create Content FOR Your Audience: Marketing Automation Tip #4 of 7

When generating and assembling content for your marketing automation program, it’s important that it matches your goals as well as your timeline. (If you haven’t already, be sure to read Tip #1, Tip #2, and Tip #3.) Another vital perspective to consider is that of your constituents. What do they come to you for? Tip

Team Heller October 6, 2016

CRM

Nonprofit Success Pack is Coming to Dreamforce

One of the big announcements for nonprofits at this year’s Dreamforce is going to be the launch of the Nonprofit Success Pack (NPSP). For many years NPSP was known as the Nonprofit Starter Pack and helped thousands of nonprofits start using the powerful and flexible Salesforce platform for their fundraising and constituent management. From now

Team Heller September 30, 2016

CRM

Communication and Change Management: Marketing Automation Tip #3 of 7

You’ve decided your nonprofit is moving forward with marketing automation. Super! (If you haven’t already, be sure to read Tip #1 and Tip #2.) You’ve stated your case and received the go-ahead to explore marketing automation solutions, so now it’s time to assemble your team and communicate what they can expect in the months ahead.

Team Heller September 13, 2016

CRM

NPSP Sprint – Fall 2016 in Boston

Participating in an NPSP sprint is a way for talented designers, developers, and supporters to come together to contribute to a technology that is making a difference in thousands of nonprofit organizations. NPSP sprints are open to anyone who wants to contribute to the functionality of the packages of NPSP in unique in-person events. Topics in the sprint

Team Heller September 10, 2016