Team Heller, Author at Heller Consulting

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

CRM

CRM Luncheon Summary: Summer 2016

Heller hosted a CRM Success Luncheon in midtown Manhattan this month and as usual, the discussion provided detailed insights for all attendees. This unique event is an open discussion forum for organizations looking to extend their use of the Salesforce platform to serve their mission. For the most value in our concise format, we bring together a small group of

Team Heller September 1, 2016

CRM

Engagement Strategy: An Essential Step

Nonprofits have a great selection of tools available to connect, engage, delight, and retain their supporters. Often when considering system upgrades to better serve their mission, organizations start by comparing the tools and features of different software. Certainly this is a valuable part of the process, but should not be at the beginning of the

Team Heller August 23, 2016

Team Heller

Volunteering with 100+ Women Who Care of the CSRA

Supporting nonprofit organizations is more than just our jobs at Heller, it is an effort we are passionate about both in and out of work. To help support the causes and groups our team believes in, Heller provides employees time to volunteer for their favorite nonprofit organizations. It’s one of the reasons we earned a

Team Heller August 16, 2016

CRM

Your Culture Determines Timelines: Marketing Automation Tip #2 of 7

So you’ve seen the opportunity for marketing automation for your organization. Great. How should you best launch it within your organization? Should you dive in and make the most of momentum? Or should you build it up slowly over several years? Every nonprofit has its own set of players and unique culture that will determine

Team Heller August 11, 2016

CRM

Clarifying Roles to Manage Technology Change

When managing change during a technology project, it is essential for individuals and departments to understand their role and responsibilities to help the organization through the transition. The planning team should consider each set of expectations, and determine if team members understand their role, and know how to communicate and achieve those expectations. Do they

Team Heller August 4, 2016

CRM

Have a Picture of Success: Marketing Automation Tips #1 of 7

The amount of strategy and planning you’ll need to make marketing automation effective usually means that you won’t be saving time – at least not at first. But don’t get disheartened. Your early investment will pay off in the long run as you automate your engagement strategies. The most important decision at this early stage

Team Heller July 26, 2016

CRM

How does technology change impact nonprofits?

Technology change impacts everyone differently. Some people are terrified of technology change, and do everything in their power to maintain the same phone, computer, and television for as long as possible. Adventurous “early adopters” must have the latest and greatest devices as soon as they appear on the market. At an individual level, this is

Team Heller June 14, 2016

CRM

What is a successful CRM?

How do you define a “successful CRM initiative”? What are the indicators that define it as “successful”? Is it successful if the organization meets their “go-live” release date with the new system? Is it successful if the database is properly accepting new data, and processing it to create the reports and outputs desired? While these

Team Heller May 10, 2016

Change Management Conference Review Heller

CRM

Managing change is essential for nonprofits

Managing change is a subject that is coming up more and more often for nonprofit organizations as they consider their technology systems. But it’s not just technology that changes. Organizational strategies, processes, and systems all evolve together. To continue to be effective, the leadership, staff, and constituents all must adapt and evolve as well.

Team Heller April 19, 2016