CRM

Explore more insights from Team Heller.

Microsoft Square in Downtown Los Angeles

CRM

The Story of Microsoft’s Commitment to the Nonprofit Sector

If you’ve read this blog for a while, you probably know that Team Heller has been closely following Microsoft’s movements in the nonprofit sector. We’ve watched Microsoft go from initial investments in the sector to the launch of specific nonprofit solutions. And, we’ve even been involved along the way. We’ve been excited about the growing

Kaia Swift March 11, 2021

CRM

Beyond Fundraising: The Many Ways Nonprofits are Using Salesforce

If you’ve worked in the nonprofit sector for very long, you likely know about Salesforce Nonprofit Success Pack (NPSP). It’s a customer relationship management (CRM) solution that many nonprofits use to build donor relationships, accelerate major giving, and connect multiple giving channels on a single fundraising platform. But you might not know that Salesforce is

Kaia Swift February 22, 2021

Marketing Automation

What Does Digital Transformation Look Like Today for Nonprofits?

Digital transformation for nonprofits is not a new concept but has become an even more urgent reality since the fallout of COVID-19. Nonprofits need to have a solid technical foundation in order to carry on with their important work. The organizations that had the foresight to implement nimble tools were able to quickly adapt to

Kaia Swift February 17, 2021

CRM

Takeaways from the Salesforce Nonprofit Trends Report

The recent Nonprofit Trends Report from Salesforce provides helpful insights on how nonprofits have responded to the fallout of COVID-19 and what role technology has played in helping them become more resilient. As I read through the report, I found that several of the key findings align with what we’ve been seeing at Heller Consulting.

Kaia Swift February 3, 2021

CRM

Building the Business Case for Nonprofit CRM

If you’re like many nonprofit professionals, you might have found that your nonprofit’s technology foundation didn’t hold up well under the stress test of the COVID-19 pandemic and the fallout that followed. You might also have found that as your organization evolves and adapts to changing world conditions, your data management systems continue to limit

Kaia Swift January 27, 2021

CRM

How to Prepare Your Data for a CRM Implementation

Moving to a new customer relationship management (CRM) system is an exciting time for your nonprofit. A new CRM system can help your entire organization work more efficiently, manage constituent relationships more effectively, and use more accurate reporting to drive better decision making. Reaching this CRM paradise starts with a great system implementation. And one

Kaia Swift January 26, 2021

Technology Strategy

Adapting Your Nonprofit’s Technology Training to Today’s World

At Heller Consulting, we work with many nonprofits to help them choose and implement the right technology systems and solutions for their specific needs. A key aspect of those technology projects is change management — preparing nonprofit staff for the technology and related business process changes that are coming. As you might expect, user training

Kaia Swift December 11, 2020

CRM

Using Salesforce Tools You Already Have to Uncover and Manage Major Donor Giving Opportunities

If your nonprofit organization is using Salesforce Nonprofit Success Pack (NPSP), do you know you have tools that can take your major giving program to new levels? Does that sound too good to be true? Well, it really isn’t. Let’s start by thinking about your donor pool. As a former fundraiser (for 15 years before

Kaia Swift November 23, 2020

CRM

3 Takeaways from the Microsoft Fundraising and Engagement for Dynamics 365 Sales Launch Event

2024 NOTE: Microsoft is moving toward the retirement of the Fundraising and Engagement solution for nonprofits. After December 31, 2026, Microsoft will no longer implement security updates for Fundraising and Engagement, and there will be no further technical support for the solution. Heller Consulting can help you assess other options for fundraising on the Microsoft

Kaia Swift November 12, 2020

CRM

The Importance of Training for Your Nonprofit’s Digital Strategy

When you think about your nonprofit’s digital strategy, training might not immediately come to mind. But having a plan for training is more important than you might think — especially in today’s environment of remote workforces. Training is a key part of change management. It’s a way to help ensure employees, volunteers, and other non-staff

Kaia Swift November 9, 2020