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 ...Read More
In deciding whether to migrate to a new CRM system — and if so, which one — there are a variety of factors and variables to consider. In this post, we’ll discuss some of the “gotcha” problems we’ve seen organizations ...Read More
If your nonprofit organization is implementing a new constituent relationship management (CRM) system, there’s a lot riding on success. But if your CRM project is beginning to flounder, how would you know? And if the project is indeed having ...Read More
Today, we look at some of the special considerations you may want to take into account when selecting a CRM if your organization has a large direct mail portfolio. If your organization relies on large numbers of donations from individuals ...Read More
Given the complex nature of the market and the major changes underway, it’s wise for any organization that currently uses a CRM platform (or is considering implementing one) to do its due diligence. That begins with understanding how your ...Read More
As social, economic, and policy factors change, the giving patterns of individuals and companies change in response. It wasn’t long ago that average donors sat down at the end of the year, possibly consulted with their families about which ...Read More
In the not-too-distant past, nonprofits had few choices when it came to CRM software. Certain industry vendors had been serving the market for some time, and their products were specifically geared to the needs and functions of nonprofits and traditional ...Read More
This is part two of our series. Read part one here. Why is Impact Measurement Important? Funders and individual donors are requiring more of today’s nonprofits. We no longer live in a world where large organizations rule and rake ...Read More
Are you struggling with your nonprofit CRM? Constituent relationship management software (CRM) is a fundamentally important tool for helping nonprofits deliver their services and fulfill their missions. Unfortunately, as time passes and the needs of users and constituencies evolve, CRM ...Read More
An executive sponsor can play a crucial and multi-faceted role on an organization’s change management project, from ensuring that the project’s goals are aligned with overall organizational strategy to providing ongoing direction and accountability. This executive is not ...Read More