CRM

Explore more insights from Team Heller.

CRM

5 Advantages of Marketing Automation for Nonprofits

Marketing automation tools offer great possibilities for nonprofits. In fact, here at Heller Consulting, we’ve seen first-hand the power of marketing automation tools to support nonprofit programs and fundraising efforts. For example, we help many of our nonprofit clients use Marketing Cloud Account Engagement from Salesforce (formerly called Pardot) and Salesforce Marketing Cloud to take

Kaia Swift July 12, 2023

CRM

Choosing the Perfect IT Consulting Partner and Navigating the Nonprofit Tech Landscape

With multiple shifts taking place in the nonprofit technology market, you might find it challenging to make decisions for your organization. How do you sort through all of the recent nonprofit technology vendor news and make successful purchasing decisions? And how do you select the right nonprofit technology implementation partner to help you get up

Kaia Swift July 5, 2023

Salesforce

5 Big Wins for Higher Education Advancement Teams Using UC Innovation ascend

When we started working with ascend from UC Innovation a couple of years ago, we were excited about its potential as a modern software solution built on the Salesforce platform to help higher education advancement teams reach their goals. Since then, we’ve had many opportunities to see the technology up close as an ascend certified

Kaia Swift June 26, 2023

CRM

Exploring the Shifts in Nonprofit Technology: Vendor News and Decision-Making Insights

Have you noticed the rapid changes in the world of nonprofit technology lately? In my extensive 20-plus years of working with nonprofits, I can honestly say that the amount of technology vendor news hasn’t been this buzzworthy since Salesforce made its entrance into the nonprofit sector with the Nonprofit Starter Pack (now known as the

Kaia Swift June 20, 2023

CRM

Why Use Salesforce for Advancement in Higher Education?

In the realm of higher education, advancement initiatives, including fundraising, alumni engagement, and constituent relationship management, play a vital role in the success of institutions. To streamline and optimize these efforts, many higher education institutions are turning to Salesforce, a powerful customer relationship management (CRM) platform known for its adaptability and scalability. In this blog

Kaia Swift June 12, 2023

CRM

Choosing the Right CRM for Your Nonprofit: Key Considerations and Features

In the ever-evolving landscape of nonprofit organizations, selecting the right Constituent Relationship Management (CRM) solution is a critical decision that can significantly impact your organization’s success. With numerous CRM options available, it can be overwhelming to determine which one best suits your nonprofit’s unique needs. In this blog post, we will guide you through the

Kaia Swift May 22, 2023

CRM

Microsoft Announces New AI Capabilities for Nonprofits

The possibilities of how nonprofits can use Microsoft solutions just keeps growing. Today, Microsoft is announcing new AI capabilities for Microsoft Cloud for Nonprofit. The new release is aimed at fundraising and marketing, with updates designed to: Optimize fundraising Drive donor-centric marketing Improve engagement and productivity Leverage data to find donors who are most likely

Kaia Swift May 15, 2023

CRM

A Closer Look at the New Salesforce Nonprofit Cloud: 2023 Features and Capabilities

When Salesforce announced the release of the new Nonprofit Cloud last month, our team here at Heller Consulting knew that many nonprofits would want to know what this new offering means for the sector – especially if they’re currently using, or considering moving to, Salesforce Nonprofit Success Pack (NPSP). That’s why we offered up some

Kaia Swift May 9, 2023

CRM

Takeaways for Advancement Professionals from Salesforce Education Summit 2023

Our team at Heller Consulting was excited to sponsor the Salesforce Education Summit 2023. This was the first in-person Education Summit in three years, and it was great to be back together again with this community. The conference featured a variety of topics around education technology. However, a big topic of discussion was the new

Kaia Swift April 27, 2023

CRM

What’s New in Microsoft Cloud for Nonprofit: Spring 2023

Is your nonprofit is using, or considering using, Microsoft solutions? If so, keep in mind that Microsoft continues to release functionality and enhancements through Microsoft Cloud for Nonprofit, and it’s helpful to stay updated on what’s new to inform your technology decisions. As a Microsoft partner, we stay on top of the latest from Microsoft

Kaia Swift April 25, 2023