CRM Archives - Page 5 of 21 - Heller Consulting

CRM

Making Sense of Nonprofit Accounting Software: Tips for Choosing the Right Solution

When it’s time for new accounting software for your nonprofit, the choice isn’t always easy. There are multiple solutions on the market. Finding the right software requires your IT and finance organizations, as well as others at your organization, to analyze: How the new accounting software will integrate with your existing technology What functionality is

Kaia Swift April 11, 2023

CRM

Highlights from the Salesforce Marketing Cloud Spring ’23 Release

If your nonprofit is using (or thinking about using) Salesforce Marketing Cloud, it’s helpful to stay updated on the latest enhancements and new features. Here at Heller Consulting, we keep on top of the latest functionality from Salesforce to help nonprofits like yours stay in the know about the tools that are available to them.

Kaia Swift April 3, 2023

Technology Strategy

Beyond the Initial Price Tag: A Look at the Total Cost of Nonprofit Technology

As a nonprofit professional, you know that technology is an essential part of running the organization. From donor management to volunteer tracking, technology plays a crucial role in helping you achieve your mission. However, technology can also come with hidden costs that can quickly add up and eat into your budget. That’s why it’s crucial

Kaia Swift March 24, 2023

CRM

Managing Nonprofit Programs with Microsoft Cloud for Nonprofit

For many nonprofits, having the right technology to support their programs and partners is crucial to achieving their mission. Nonprofits need to be able to efficiently manage their programs and partnerships, from food banks collaborating with local businesses and community organizations to provide essential services, to educational nonprofits partnering with schools to provide students with

Kaia Swift March 16, 2023

CRM

Marketing with Microsoft Cloud for Nonprofit

Nonprofits today face unique challenges when it comes to attracting and retaining donors and supporters. To address these challenges, nonprofit marketers are increasingly turning to marketing technology as a key component of their overall tech strategy. With the rise of personalized and dynamic donor experiences, it’s more important than ever to have the right tools

Kaia Swift March 16, 2023

CRM

Salesforce Announces New Nonprofit Cloud

Today, Salesforce announced the release of the new Nonprofit Cloud. The new Nonprofit Cloud is a suite of nonprofit technology solutions built for the nonprofit sector. Nonprofit Cloud includes Sales and Service Cloud as well as Program Management and Case Management. Fundraising is not included in this initial release, but it is on the roadmap

Kaia Swift March 14, 2023

Technology Strategy

2023 Nonprofit Technology Trends to Help You Stay Ahead of the Curve

Today, nonprofits are looking forward and thinking strategically about how to best put technology to work to achieve their goals. That’s why we published our 2023 nonprofit technology trends report – to help nonprofit leaders like you understand the key trends that are shaping the sector. Here are some highlights from the report, Staying Ahead

Kaia Swift March 13, 2023

CRM

3 Ways Higher Education Institutions are Innovating with Salesforce

Many higher education leaders are seeking innovative ways to interact more effectively with donors, alumni, and other constituents. They’re also continually looking for new approaches to improve the experience of those audiences in today’s evolving digital world. Here are three ways that higher education institutions are using the Salesforce platform and ecosystem to provide a

Kaia Swift March 2, 2023

CRM

Supporting Volunteers with Microsoft Cloud for Nonprofit

Nonprofit organizations play a crucial role in addressing some of the world’s most pressing challenges. These organizations rely on the selfless efforts of volunteers who offer their time, skills, and expertise to help fulfill the organization’s mission. However, managing and engaging volunteers can be a complex and time-consuming task. But there is technology that can

Kaia Swift February 27, 2023

CRM

Fundraising with Microsoft Cloud for Nonprofit

By now, you’ve probably been hearing about Microsoft Cloud for Nonprofit. It’s a comprehensive nonprofit toolset that includes solutions for volunteer management, donor/constituent engagement, and program management. Heller Consulting recognizes the great opportunity that Microsoft Cloud for Nonprofit represents for nonprofit digital transformation. We also understand that not every organization is ready to move to

Kaia Swift February 21, 2023