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Heller Consulting > Salesforce

4 Tips to Tap into the Power of Virtual Volunteering

Cassandra Smallman, Head of Marketing at InitLive | March 11, 2021

As organizations worldwide have gone virtual when possible, many nonprofit organizations have chosen to take their volunteer programs online as well. Virtual volunteering can keep your volunteers engaged and help your organization continue to do meaningful work, even when we’...Read More

Beyond Fundraising: The Many Ways Nonprofits are Using Salesforce

Kaia Swift | February 22, 2021

If you’ve worked in the nonprofit sector for very long, you likely know about Salesforce Nonprofit Success Pack (NPSP). It’s a customer relationship management (CRM) solution that many nonprofits use to build donor relationships, accelerate major giving, and ...Read More

What Does Digital Transformation Look Like Today for Nonprofits?

Jeffrey Appell | February 17, 2021
A woman with headphones on sips tea and waves hello to people in a video meeting.

Digital transformation for nonprofits is not a new concept but has become an even more urgent reality since the fallout of COVID-19.  Nonprofits need to have a solid technical foundation in order to carry on with their important work. The ...Read More

Takeaways from the Salesforce Nonprofit Trends Report

Kaia Swift | February 3, 2021

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 ...Read More

Using Salesforce Tools You Already Have to Uncover and Manage Major Donor Giving Opportunities

Jonelle Caldwell | November 23, 2020

If your nonprofit organization is using Salesforce Nonprofit Success Pack (NPSP), do you know you have tools that can take your major giving program to new levels? Does that sound too good to be true? Well, it really isn’t. ...Read More

The Importance of Training for Your Nonprofit’s Digital Strategy

Jeffrey Appell, Catherine Moore, | November 9, 2020

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 ...Read More

A Real-World Story About Preparing a Nonprofit for Technology Change

Catherine Moore | October 27, 2020

Authored by: Catherine Moore, Heller Consulting and Andrew Caswell, National CRM Implementation Lead for the Canadian Cancer Society You’ve probably heard the term “change management” before. But do you know what it is and why it’s so important ...Read More

How to Meet Your Nonprofit’s Complex Gift Processing Requirements

Bobby Wright, Catherine Moore, | September 10, 2020

Gift processing is a challenge for many nonprofits. It takes time to enter gifts into your donor database or customer relationship management (CRM) system. It requires each gift type to be coded correctly. Each gift must have the right General ...Read More

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

Jennifer Thall | August 17, 2020

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 ...Read More

Streamlining Salesforce as a Cost-Effective Option for Improving Your Nonprofit

Cynthia Coleman | July 23, 2020

If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is ...Read More

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