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CRM

Explore more insights from Team Heller.

CRM

Transcript: Integrating The Raiser’s Edge and Salesforce

On September 28, Heller Consulting and Omatic Software hosted and Expert Q & A session to discuss the possibilities and challenges of system integration. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. You can view the webinar here, and read the full transcript

Team Heller October 19, 2017

CRM

Business Intelligence Tools for Nonprofits: Einstein Analytics

This month’s business analytics for nonprofits write up is about Salesforce’s Einstein Analytics. With this post as well as our 2014 whitepaper on business intelligence for nonprofits, our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to clarify

Catherine Moore, MBA, CCMP October 17, 2017

raisers edge salesforce integration examples

CRM

How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits. This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your

Kaia Swift September 25, 2017

business intelligence nonprofits power bi

CRM

Business Intelligence for Nonprofits: Power BI

In August we posted the first installment of our Business Intelligence for Nonprofits series covering the Amazon Web Services based tool set Quicksight. This month we are taking a look at Microsoft’s Power BI suite. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data

Catherine Moore, MBA, CCMP September 19, 2017

CRM

Using The Raiser’s Edge and Salesforce in Peace and Harmony

Pop-quiz: please close out of Facebook and answer the following question: ‘If I use both The Raiser’s Edge and Salesforce to manage different areas of my nonprofit, it’s because: I’m freakin’ crazy I truly enjoy working way too hard I’ll soon be dumping one system in favor of the other I realize that I can

Jeffrey Appell September 14, 2017

CRM

A New Reality: Integrating The Raiser’s Edge and Salesforce

Over the years, we’ve seen a lot of technological innovation that really changed the way nonprofits approached their work. Raiser’s Edge 7 brought unprecedented sophistication to (and established new standards for) fundraising data management when it first came out. Peer-to-peer fundraising was changed forever by Convio. Salesforce’s entry into the sector pushed everyone to think

Kaia Swift September 8, 2017

business-intelligence-nonprofits-quicksight

CRM

Business Intelligence Tools for Nonprofits: Quicksight

The landscape for business intelligence and analytics tools is constantly changing. In 2014 we released a popular whitepaper on business intelligence for nonprofits. Since then there have been many changes and new entries to the market, so this series of posts will feature four new tools we’ve seen most commonly used at nonprofit organizations. Our goal

Catherine Moore, MBA, CCMP August 17, 2017

CRM

Transcript: Top 3 Missed Opportunities to Use Wealth Screening

On June 27, advancement experts from WealthEngine and Heller Consulting discussed underutilized strategies that can help boost the success of your next campaign. In this webinar, they showed how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. Below is the transcript of the

Team Heller August 8, 2017

CRM

Reporting Is Not Analytics

Take a moment to read that title again: Reporting Is Not Analytics. We wanted to get that out in the open right away. If you’ve been reading our site, you may have noticed that Heller Consulting works with CRM strategy and technology. You may have also noticed that we share and present at many of

Team Heller July 20, 2017

CRM

Integrated Cross-Channel Marketing for Nonprofits is Essential

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 ‘being known’ was once a unique customer service experience, constituents have come to expect highly

Catherine Moore, MBA, CCMP July 13, 2017