CRM Archives - Page 7 of 21 - Heller Consulting

Salesforce

How Universities Can Leverage Tech Tools to Meet Today’s Evolving Challenges

The last few years have accelerated change for every individual and institution. In higher education, colleges and universities were thrown endless hurdles all while balancing how to best support their students and staff. Now, more than ever, technology plays an essential role in daily university life. By having nimble technology tools as a foundation, education

Kaia Swift October 7, 2022

CRM

Salsa Labs Products Are Going Away – What Your Nonprofit Needs to Know

In September 2022, Bonterra, the parent company of many nonprofit-specific technology solutions, including EveryAction and Network for Good, announced that it is sunsetting its Salsa products in early 2024. If your nonprofit uses a Salsa product, what do you need to know? Here are some basics that you should know if you’re a current Salsa

Kaia Swift September 19, 2022

Salesforce

3 Things to Know if You’re Thinking About Moving from Raiser’s Edge to Salesforce

I recently wrote an article on this blog about what to know if your nonprofit is considering a move from Raiser’s Edge. One point I made is that if you’re wanting to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser’s Edge doesn’t integrate with other systems at your organization, you can still stay on Raiser’s

Kaia Swift September 6, 2022

CRM

Next-Level Software Selection for Nonprofits

Selecting software for your nonprofit isn’t what it used to be. There was a time when it was a well-established process with a repeatable formula: You had technology for a specific functional purpose. You decided you needed to replace it for some reason (it became outdated, or the vendor discontinued it, or you outgrew it,

Kaia Swift August 9, 2022

CRM

Adapting Nonprofit Fundraising: The Big Opportunities of Hybrid Engagement

As fundraisers, you have been asked to constantly adapt over the last two years. The global pandemic accelerated changes in how you engage with donors, volunteers, and supporters. And the changes aren’t over yet. With hybrid options in demand, you’re being asked to adapt again. But there’s a big opportunity awaiting your nonprofit if you’re

Kaia Swift June 16, 2022

Technology Strategy

Technology, Trust, and the Impact of Nonprofit Staff Turnover

Employee turnover at nonprofits is at the forefront of many nonprofit leadership conversations. Of course, you face the task of replacing staff members that walk out the door. But you also lose their knowledge about your organization when they leave, making it more difficult to keep things running smoothly and get new employees up

Kaia Swift May 24, 2022

CRM

7 Lessons Learned About Implementing CRM Systems for Nonprofits

Implementing a new nonprofit customer relationship management (CRM) system can seem like a daunting challenge. But with a sound strategy and execution plan, it’s actually quite manageable – and the benefits of a new CRM system can be well worth the effort. In this post, I’m sharing some of our top lessons learned about the

Kaia Swift May 13, 2022

CRM

Donor Retention: How to Inspire Your Donors to Stick Around

This is a guest blog contribution from EveryAction As a nonprofit professional, you’re probably well aware that acquiring new donors costs more than retaining existing ones. Between research and outreach, donor acquisition requires a huge investment of a nonprofit’s time and money. In fact, according to the Association of Fundraising Professionals, nonprofits experience as much

Kaia Swift April 20, 2022

CRM

Combating Nonprofit Staff Burnout During a CRM Implementation

After a whirlwind of changes over the past two years, it’s not surprise that nonprofit staffs are burned out. At the same time, demands on nonprofits are continuing, and new technology or a new CRM at your organization may be necessary to keep up with demand. When you are embarking on a major implementation, you

Kaia Swift March 8, 2022

CRM

Using Salesforce Experience Cloud to Engage Your Nonprofit’s Volunteers

If your nonprofit has adopted Salesforce as your organization’s customer relationship management (CRM) solution, you probably know that it can be used for much more than just fundraising. It can be used to manage everything from nonprofit programs and operations to volunteers. Here at Heller Consulting, we’ve seen increasing interest from nonprofits that use Salesforce

Kaia Swift February 15, 2022