CRM Archives - Page 3 of 21 - Heller Consulting

Fundraising

Donor Prospect Research Just Got Easier in Microsoft Fundraising and Engagement

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 January 9, 2024

CRM

Salesforce Marketing Cloud for Nonprofits: Which Product is Right for Your Nonprofit?

Marketing automation tools offer big potential for nonprofits that want to take their marketing communications and campaigns to the next level. If your organization uses (or plans to use) products on the Salesforce platform and you’d like to use a marketing automation tool in conjunction with those Salesforce products, then you have two main options:

Kaia Swift December 15, 2023

CRM

How to Make Confident Nonprofit Technology Choices in 2024

The rapid pace of change in nonprofit technology has been on my mind a lot this year. This summer, I wrote an article about the shifts in nonprofit technology that are bringing exciting new products and capabilities to the sector. Meanwhile, as the pace of nonprofit technology innovation accelerates, technology decisions are becoming more complicated.

Kaia Swift November 9, 2023

Technology Strategy

3 Steps to Develop a High-Performing Team for Your Nonprofit

Your nonprofit might have a lot of talented staff members. But are they performing at their best within your team? Building a high-performing team takes time. It requires nurturing, developing individuals’ capabilities, and improving how those individuals work together. And it’s worth the time and effort. Developing a high-performing team leads to greater efficiency. Your

Kaia Swift October 11, 2023

CRM

An Overview of the New Salesforce Nonprofit Cloud for Grantmaking

If your nonprofit organization or foundation disburses funds through grants, then there’s a new offering in the new Nonprofit Cloud from Salesforce that you should know about. The Nonprofit Cloud for Grantmaking product is built to help organizations like yours simplify and accelerate the grantmaking process. Here is an overview of the new Salesforce Nonprofit

Kaia Swift September 29, 2023

CRM

Why Your Nonprofit Should Consider Using Microsoft for More Sophisticated Marketing

If your nonprofit is considering a move to a platform approach to technology that includes sophisticated marketing capabilities, you might want to consider adding Microsoft to the list. As with many other nonprofit technology vendors, there are continual changes and new offerings coming from Microsoft. That’s why I’m sharing some insights in this article to

Kaia Swift September 25, 2023

Data & AI

What to Know About Using Salesforce Accounting Subledger for Nonprofit Dynamic Accounting

Preparing your fundraising data for your accounting system can take significant time and effort. It requires aligning and reconciling information in just the right way. If you’re using Salesforce Nonprofit Success Pack (NPSP) for customer relationship management (CRM), you might have considered using Salesforce Accounting Subledger to help. It’s a package that’s installed “on top”

Kaia Swift September 5, 2023

CRM

What’s happening at Salesforce? Here’s what Nonprofits Should Know

If you follow nonprofit technology news, you might have heard about lots of changes at Salesforce this year – from workforce layoffs to new artificial intelligence (AI) offerings to new product releases. One of the biggest announcements directly impacting nonprofits was the Spring 2023 rollout of the new Nonprofit Cloud. If your nonprofit uses (or

Kaia Swift August 17, 2023

CRM

Best Practices for Salesforce Implementation for Nonprofits

When your nonprofit has decided to move to a Salesforce solution, it’s an exciting time. You sorted through the nonprofit tech options and found that Salesforce offers the right solution for your organization. You might have chosen an implementation partner to get the software up and running. Now, how do you ensure a successful Salesforce

Kaia Swift August 7, 2023

CRM

Connect with Donors and Alumni Through an Online Portal Built on Salesforce

As a higher education advancement leader, you’re probably on the lookout for ways to engage more effectively with donors, alumni, and other constituents. If you use (or are thinking about using) the Salesforce platform and ecosystem, one powerful and simple way to deepen connections and provide a great donor and alumni experience is to offer

Kaia Swift July 26, 2023