Salesforce

Explore more insights from Team Heller.

A collection of university students illustrates the complexity of alumni engagement.

CRM

Inside the University of Toledo Foundation’s CRM transformation

By Barbara Fischer, Associate Vice President IT and Data Analytics, The University of Toledo Foundation At The University of Toledo Foundation, we faced a common tech challenge like many in higher education advancement: an outdated database from the early 1990s. Our data was scattered across multiple systems, leading to inefficiencies and hindering our engagement with

Lyndal Cairns February 4, 2025

Salesforce

3 Steps to Move Your Higher Ed Advancement Team Forward with Salesforce

Many higher education advancement teams are ready to implement more sophisticated approaches to donor and alumni engagement. But to do so, they need to move away from their aging software. They need technology that gives them better access to their data, helps them work more efficiently, and generally supports more innovative and modern practices. That’s

Lyndal Cairns November 19, 2024

Technology Strategy

How to Scope Your Salesforce Nonprofit Cloud Pilot

At Dreamforce last month, Salesforce revealed a suite of new products that nonprofits and higher ed organizations have been asking about for years. But ever cautious and reticent to be the first movers into a product that is still evolving, nonprofits have been slow to migrate. Our clients and friends are telling us they have

Lyndal Cairns October 22, 2024

Technology Strategy

Shedding Light on Three Concerns About the Salesforce Nonprofit Cloud

As you’ve probably heard by now (more than once), Salesforce launched the new Nonprofit Cloud early last year. As with any relatively new technology, there is excitement around it. At the same time, there’s also uncertainty, and even doubts, about moving to the new offering. The truth is that moving to the Nonprofit Cloud may

Jake September 9, 2024

Technology Strategy

Is it Time for Your Nonprofit to Invest in the Salesforce Nonprofit Cloud?

It’s been just over a year since Salesforce launched the new Nonprofit Cloud. While it’s still relatively new, there is excitement around this offering as Salesforce continues to roll out new features and functionality. You might also be hearing more people from Salesforce and Salesforce partner organizations encouraging nonprofits to move to the Nonprofit Cloud.

Kaia Swift July 24, 2024

Technology Strategy

An Overview of Salesforce Data Cloud for Nonprofits

As a nonprofit professional, you know that data can be a tricky thing. While it’s critically important for your fundraising, marketing, and other activities, it’s often housed in multiple systems across an organization – making it difficult to gain a complete view of it. That’s what Salesforce Data Cloud aims to address. What is Salesforce

Kaia Swift May 22, 2024

Technology Strategy

The Differences Between NPSP and the New Salesforce Nonprofit Cloud

You might be considering using Salesforce solutions for your nonprofit. As you research these offerings, you’ve probably come across references to both Nonprofit Success Pack (NPSP) and the new Nonprofit Cloud, and it might not always be clear which is which. It’s important to understand these two Salesforce offerings for nonprofits because they are not

Kaia Swift April 12, 2024

Salesforce

Managing Programs with the New Salesforce Nonprofit Cloud

If your nonprofit is interested in a flexible and scalable technology solution for managing programs, then Salesforce Nonprofit Cloud for Program Management is worth considering. Here is an overview of the Salesforce Nonprofit Cloud for Program Management offering: What is Salesforce Nonprofit Cloud for Program Management? Nonprofit Cloud for Program Management was one of the

Kaia Swift April 1, 2024

Technology Strategy

How to Get Started with AI for Your Nonprofit

As a nonprofit professional, you might be excited about the potential of artificial intelligence (AI) for nonprofits. You might also feel uncertain about, and even overwhelmed by, the possibilities: What could AI help your nonprofit do? Should you start using AI now? How do you get started? What AI tools should you adopt? It’s a

Kaia Swift February 16, 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