CRM

Explore more insights from Team Heller.

A post-it shows a handwritten phrase "database cleanup??!" as a reminder for data cleanliness.

Optimization

How to prioritize good data housekeeping

Clean data is at the heart of a well-functioning nonprofit but how can you lead your org to good data housekeeping? Here’s our advice. The first message hits at 9:07am. It’s a heads-up from your fundraising lead that today’s campaign will be late. There’s a problem with the list, he says. The next is an

Lyndal Cairns January 16, 2025

A stretching worker illustrates the challenges of donor expectations in 2025.

CRM

Nonprofit tech stretches to meet donor expectations

Donors increasingly expect the same level of service from their nonprofit beneficiaries that they get from the corporations they regularly engage with. It is driving a technological revolution in the cause sector, with smart nonprofits leveraging tools and platforms that make supporters feel seen, appreciated, and understood. Donor experience in 2025 Constituent expectations have changed

Lyndal Cairns January 3, 2025

CRM

Inside Heller’s CRM Roadmap Methodology

There are a plethora of ways to move to a new CRM and over the years, we have tried them all. Decades of experience has taught us that a CRM roadmap is critical to the success of our nonprofit clients, and it’s a key part of our service methodology. What is a CRM roadmap for

Lyndal Cairns December 31, 2024

CRM

New Raiser’s Edge NXT Query Tool is a Gift for Data Admins

Blackbaud’s release of new Raiser’s Edge NXT capabilities has come as an early holiday present for data admins, who have been waiting nearly a decade for an updated query engine. Many team members charged with data management are using what the community calls the “database view,” a back-end UX that hasn’t changed much since the

Lyndal Cairns December 5, 2024

CRM

Advancement Tips and Tech for Alumni Engagement in 2025

If your advancement org is typical, you’re faced with the challenge of making donor and alumni engagement more effective with technology that you may have used for 10, 15, or even 20+ years. It lacks the features and functionality you need to deepen connections and provide a more modern donor and alumni experience. So, how

Lyndal Cairns November 21, 2024

CRM

How to Scope Your Salesforce Nonprofit Cloud Pilot

At Dreamforce last month, Salesforce revealed a suite of new products that nonprofits and higher ed organizations have been asking about for years. But ever cautious and reticent to be the first movers into a product that is still evolving, nonprofits have been slow to migrate. Our clients and friends are telling us they have

Lyndal Cairns October 22, 2024

Fundraising

How Nonprofits Can Enhance Blackbaud Data with Microsoft Tools

If your nonprofit using Blackbaud Raiser’s Edge NXT as your fundraising CRM, you have a powerful tool to manage your donor relationships and fundraising campaigns. But did you know that you can also leverage Microsoft’s cloud-based tools to enhance your data management, analysis, and marketing? In this blog post, we will share some of the

Kaia Swift April 12, 2024

CRM

The Differences Between NPSP and the New Salesforce Nonprofit Cloud

You might be considering using Salesforce solutions for your nonprofit. As you research these offerings, you’ve probably come across references to both Nonprofit Success Pack (NPSP) and the new Nonprofit Cloud, and it might not always be clear which is which. It’s important to understand these two Salesforce offerings for nonprofits because they are not

Kaia Swift April 12, 2024

CRM

Top Considerations When Moving to New Higher Education Advancement Software

The start of a new year is a common time for reflection. But for many, it’s also a time to prepare for any changes or decisions that may be coming. For example, colleges and universities typically use this time to prepare for the spring, when budget planning for the next academic year kicks off. As

Kaia Swift January 24, 2024

Salesforce

Moving from Raiser’s Edge to the New Salesforce Nonprofit Cloud: What Nonprofits Need to Know

If your nonprofit has been using Blackbaud Raiser’s Edge, then you might have reached the point that you need a more sophisticated and modern solution. If so, you might be considering a move to the new Nonprofit Cloud from Salesforce. Salesforce Nonprofit Cloud for Fundraising is built on the Salesforce platform to support a fundraising

Kaia Swift January 10, 2024