As our world becomes more digitally connected, nonprofit and Higher Ed constituents are faced with an increasing quantity of messages coming from multiple channels. Emails, social feeds, and ads across the internet are all becoming customizable to individual preferences. While ‘...Read More

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 ...Read More

This is a question I've wrestled with many times. Through years of implementation projects with every size nonprofit, I’ve seen how important it is to invest in change management efforts. And in every project, the one question that always ...Read More

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 ...Read More

In case it isn’t clear from our posts and resources, we're CRM superfans at Heller Consulting. We’ve lived and breathed donor management and constituent engagement for over two decades, and we're still fascinated by the strategies and tools ...Read More

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 ...Read More

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 ...Read More

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. ...Read More

When was the last time a company provided you with an exceptional customer experience? This year I finally achieved one of my personal goals and joined a new gym.  I'd never registered for a fitness class quite like this, and ...Read More

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 ...Read More