Technology Strategy Archives - Page 12 of 16

CRM

Takeaways from the Salesforce Nonprofit Trends Report

The recent Nonprofit Trends Report from Salesforce provides helpful insights on how nonprofits have responded to the fallout of COVID-19 and what role technology has played in helping them become more resilient. As I read through the report, I found that several of the key findings align with what we’ve been seeing at Heller Consulting.

Kaia Swift February 3, 2021

Technology Strategy

Design Best Practices to Improve Your Nonprofit’s Email Effectiveness

With today’s use of digital communications like social media and texting, email might seem old-school. But it’s still one of the most powerful tools for your digital communications strategy. In fact, a 2019 benchmark report from CampaignMonitor and Qgiv shows that the largest segment of donors (42%) say they prefer to hear from a nonprofit

Kaia Swift December 14, 2020

CRM

Adapting Your Nonprofit’s Technology Training to Today’s World

At Heller Consulting, we work with many nonprofits to help them choose and implement the right technology systems and solutions for their specific needs. A key aspect of those technology projects is change management — preparing nonprofit staff for the technology and related business process changes that are coming. As you might expect, user training

Kaia Swift December 11, 2020

Technology Strategy

A Look Back at 2020 and Some Resources to Help Your Nonprofit with What Comes Next

Did you cringe a little (or maybe a lot!) when you read the title of this article? I wouldn’t blame you if you did. Many of us don’t want to re-live 2020. But tough times can make us stronger if we learn from them. In fact, at Team Heller we’re seeing that as we near

Kaia Swift December 8, 2020

CRM

The Importance of Training for Your Nonprofit’s Digital Strategy

When you think about your nonprofit’s digital strategy, training might not immediately come to mind. But having a plan for training is more important than you might think — especially in today’s environment of remote workforces. Training is a key part of change management. It’s a way to help ensure employees, volunteers, and other non-staff

Kaia Swift November 9, 2020

Marketing Automation

Why Nonprofits Need Marketing Automation

The way we see it, marketing automation tools are a natural extension of a successful CRM ecosystem. Having captured data and with a 360-degree view of constituents, organizations can take the next logical step and leverage automation tools to connect with donors in a personalized way, streamline program operations, and free up precious staff time.

Kaia Swift September 8, 2020

CRM

How Does the New NPSP Accounting Subledger Package Fit into Your Nonprofit’s Salesforce Strategy?

Preparing your fundraising information for your accounting system isn’t always easy. In fact, it can take significant time and effort to align and reconcile data properly. That’s something Salesforce has aimed to make easier with the release of the Accounting Subledger package as part of the Spring 2020 Release functionality for the Salesforce.org Nonprofit Cloud.

Kaia Swift August 17, 2020

Technology Strategy

Nonprofit Data Management: 7 Metrics to Keep an Eye On

In the midst of the COVID-19 crisis, nonprofits everywhere are expecting radical shifts in strategy, revenue, and day-to-day operations. Because of this, many organizations are worried about staying afloat and coming out the other side. That’s why it’s more important than ever to keep a close watch on your organization’s health and current standing —

Kaia Swift July 9, 2020

Technology Strategy

Food Bank CRM: Programs vs. Fundraising

Gaining buy in for new CRM technology across multiple departments challenges even the nimblest organizations. For food banks, the needs and interests of program staff and the fundraising department require careful consideration, especially in cases where not everyone agrees on the best path forward. A comprehensive CRM strategy must ensure that both departments are armed

Kaia Swift June 23, 2020

Technology Strategy

Today’s Animal Shelter Operations Are Shifting. Technology Can Help.

Like everyone today, animal shelters are changing how they operate amid the fallout of the COVID-19 pandemic. Some shelters had already begun setting up pet food pantries for those who struggle to afford to adopt or keep pets; as with food banks, pet food pantries became even more needed when millions of people became unemployed.

Kaia Swift June 8, 2020