Marketing Automation Archives - Heller Consulting

A rendered city map shows how gen ai can be leveraged for nonprofit work.

CRM

Will AI eat the nonprofit world in 2025?

Spoiler: Not completely, but our clients are taking a byte. The dazzling improvement of generative AI platforms in the past year has led to increasing comfort among technologists. 67 percent of tech leaders surveyed by Salesforce reported prioritizing AI, with a third calling it their first priority. Despite the buzz, nonprofit-specific use cases have

Lyndal Cairns January 21, 2025

A stretching worker illustrates the challenges of donor expectations in 2025.

CRM

Nonprofit tech stretches to meet donor expectations

Donors increasingly expect the same level of service from their nonprofit beneficiaries that they get from the corporations they regularly engage with. It is driving a technological revolution in the cause sector, with smart nonprofits leveraging tools and platforms that make supporters feel seen, appreciated, and understood. Donor experience in 2025 Constituent expectations have changed

Lyndal Cairns January 3, 2025

Kids with dyed hair at a fun run show the range of activities available to peer to peer fundraisers in 2025.

Optimization

Prepare Your Stack for Peer-to-Peer Fundraising in 2025

Peer-to-peer fundraising nets U.S. nonprofits $1.1 billion per year and many are interested in getting a slice of that pie. But how can you make sure your technology and tools are up to the task? Get the skinny. What is Modern Peer-to-Peer Fundraising? In the old world, peer-to-peer fundraising looked like your friends, colleagues, and

Lyndal Cairns November 26, 2024

Marketing Automation

7 Helpful Marketing Capabilities for Nonprofits from Microsoft 2024 Product Release Wave 2

If your nonprofit is looking for software that supports more complex marketing capabilities, consider adding Microsoft to your list. Microsoft Dynamics 365 Customer Insights combines modern content development and marketing automation with a powerful segmentation engine that can leverage unified constituent profile data from multiple sources. It’s a good option for nonprofits that want to

Kaia Swift August 2, 2024

Illustration of two hands, one dropping a heart into the other, alongside the text GivingPulse Field Guide Takeaways on a textured white background.

Technology Strategy

Key Lessons from the GivingPulse Field Guide by RKD Group

Nonprofits today are facing increasing pressure to not only raise more funds but also to provide their donors with highly personalized experiences. As the competition for charitable dollars intensifies, organizations must leverage innovative strategies to engage supporters in meaningful ways. To help nonprofits on their fundraising journeys, RKD Group released a new field guide that

Kaia Swift July 10, 2024

Marketing Automation

Cool Things Nonprofits Can Do with Salesforce Marketing Cloud Engagement

You probably know that Salesforce continues to roll out new products and functionality. As our team here at Heller Consulting works on technology products with our nonprofit clients, we get to know these products better and have a clearer sense of what they can do for nonprofits. In this article, we’re sharing some ideas about

Kaia Swift January 24, 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

Marketing Automation

Don’t Let Gmail and Yahoo Mail Changes Impact Your Email Deliverability

Gmail and Yahoo Mail have announced that they are making changes to their email authentication requirements early in 2024. Is your nonprofit ready for the changes? Let’s look at some key points about the changes and how they might impact email deliverability for your organization’s mass marketing emails. What are the changes to Gmail and

Kaia Swift November 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

Technology Strategy

Nonprofit Marketing Automation Success: 4 Implementation Best Practices

We recently wrote an article on this blog about the benefits of marketing automation for nonprofits. With the right tools and strategies, nonprofits can use marketing automation to improve their constituent communications and campaigns, ultimately providing greater support for their programs and fundraising efforts. In this article, we’re sharing our top tips for marketing automation

Kaia Swift July 13, 2023

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

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