Salesforce Archives - Heller Consulting

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Salesforce

Salesforce data quality tricks from Guide Dogs for the Blind

We recently hosted a conversation with two development leaders from Guide Dogs for the Blind, who shared their firsthand experience transitioning to Salesforce. Beth McMurphy, Senior Development Associate, and Rachel Schraud, Database Administrator joined Heller Consulting’s Jett Scott Winders and Omatic’s Nick Ackard to outline the creative solutions that helped them improve efficiency and data

Lyndal Cairns June 16, 2025

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CRM

Mastering Salesforce for Nonprofits: Tools and Tactics

Nonprofits strive to devote as much of their budget and staff time to their missions as possible. As a result, investing in a new software system can feel, at best, overwhelming, and, at worst, wasteful. However, the right software system can make your data work for you, not against you. And one of the most

Lyndal Cairns June 10, 2025

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Salesforce

New fundraising platform strengthens Kindsight’s offer to nonprofits

Built on Salesforce, the new Kindsight Fundraising Platform unites the managed package ascend with real-time donor data from iWave, along with automated workflow and Gen AI outreach tools.

Lyndal Cairns May 19, 2025

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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At The University of Toledo Foundation, we faced a common tech challenge like many in higher education advancement: an outdated database from the early 1990s.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

Salesforce

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

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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

Team Heller September 9, 2024

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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

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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

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