CRM

Explore more insights from Team Heller.

CRM

4 Tips for Fundraising and Accounting Reconciliation at Your Nonprofit

Preparing data for your accounting department might not be the most exciting activity for your development team. But fundraising and accounting reconciliation is vitally important. Your nonprofit must track money received and where it’s going, and that means you need a way to connect your fundraising data with your accounting systems. It can take significant

Kaia Swift July 26, 2021

CRM

What’s the right approach to technology selection for your nonprofit?

What do you do when you think (or even know for sure) that it’s time for new software for your nonprofit? There was a time when it was a relatively easy process: You had technology for a specific functional purpose. You decided you needed to replace it for some reason (it became outdated, or you

Kaia Swift July 19, 2021

CRM

Moving from Raiser’s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started

If you’re using Raiser’s Edge and you want to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser’s Edge doesn’t support them, you have some options: One is to stay on Raiser’s Edge — you’ll just need to invest more in integration between Raiser’s Edge and other systems. You can

Kaia Swift July 14, 2021

CRM

Nonprofit CRM Implementation Best Practice: A Thoughtful Project Communication Plan

When undertaking a major initiative or a technical implementation, clear communication is critical at every step of the way. Proactive communication is one facet of change management that permeates and accompanies every phase of transition, from articulating a vision to easing staff through disruption and helping stakeholders adapt to and reinforcing the new status quo.

Kaia Swift June 21, 2021

CRM

How Food Banks are Using Salesforce Throughout the Organization

As food banks continue to meet the needs of their communities, a significant number are now using Salesforce Nonprofit Success Pack (NPSP). They’re using this customer relationship management (CRM) solution as the core of their technology ecosystem to improve efficiency and effectiveness around everything from programs and fundraising to volunteer management. How food banks are

Kaia Swift June 18, 2021

CRM

4 Approaches to Building a Nonprofit Technology Stack

Twenty-five years ago, when Keith Heller first launched Heller Consulting (back when all fundraising systems were on DOS!), nonprofits selected a technology and a provider that came closest to meeting their functional and budgetary requirements. Today’s requirements and solutions in the market are vastly more complex and varied. The purpose of this article is to

Kaia Swift June 16, 2021

CRM

Microsoft Dynamics 365 Price Considerations for Nonprofits

By now, you’ve probably heard about the technology offerings for nonprofits that have been coming from Microsoft. In case you haven’t, we’ve written about the growing potential of Microsoft solutions for nonprofits, and we continued to keep tabs on the latest offerings from Microsoft for nonprofits. You might be like many nonprofit professionals who have

Kaia Swift May 21, 2021

CRM

What to Know if Your Nonprofit is Considering a Move from Raiser’s Edge

If your nonprofit has been using Raiser’s Edge for a long time to support fundraising activities, you might be wondering if it’s time to move to another solution. You might find that it doesn’t support some of the newer fundraising activities you’re adding, such as online fundraising and events. Or it doesn’t easily integrate data

Kaia Swift May 7, 2021

CRM

9 Things to Consider if Your Nonprofit is Thinking About a Move to Microsoft or Salesforce CRM

If you’re thinking about moving to a new constituent relationship management (CRM) system, you aren’t alone. Every day, nonprofits consider a change for a variety of reasons: Maybe their current CRM system is going away. Or their CRM vendor is pushing them to upgrade to a new version of the system. Or their old CRM

Kaia Swift May 6, 2021

CRM

Luminate CRM is Going Away. What Should Your Nonprofit Do Now?

If the title of this article caught your attention, chances are that your nonprofit is using Luminate CRM. And, you’ve likely been notified that Blackbaud will be ending support for and shutting down Luminate CRM in 2022. I’m guessing this is unwelcome news. After all, your customer relationship management (CRM) system is the heart of

Kaia Swift March 19, 2021