Salesforce Archives - Page 2 of 7

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

CRM

Moving from Raiser’s Edge to the New Salesforce Nonprofit Cloud: What Nonprofits Need to Know

If your nonprofit has been using Blackbaud Raiser’s Edge, then you might have reached the point that you need a more sophisticated and modern solution. If so, you might be considering a move to the new Nonprofit Cloud from Salesforce. Salesforce Nonprofit Cloud for Fundraising is built on the Salesforce platform to support a fundraising

Kaia Swift January 10, 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

Salesforce

Heller Consulting Client Starts an Implementation of the New Nonprofit Cloud from Salesforce

When your nonprofit is considering a move to new technology, it can help to hear stories of other organizations that have gone before you. That’s why we at Heller Consulting are excited to share this example of how our client, Pancreatic Cancer Action Network (PanCAN), chose the new Nonprofit Cloud to support their top goals.

Kaia Swift December 5, 2023

Fundraising

Fundraising with the New Salesforce Nonprofit Cloud: An Overview for Nonprofits

If your nonprofit is interested in moving to Salesforce for your fundraising needs, your range of options just got wider. Salesforce recently rolled out the much-anticipated Nonprofit Cloud for Fundraising in the Winter ’24 Release. Here is an overview of the new Salesforce Nonprofit Cloud for Fundraising offering: What is the Nonprofit Cloud for Fundraising?

Kaia Swift November 16, 2023

CRM

How to Make Confident Nonprofit Technology Choices in 2024

The rapid pace of change in nonprofit technology has been on my mind a lot this year. This summer, I wrote an article about the shifts in nonprofit technology that are bringing exciting new products and capabilities to the sector. Meanwhile, as the pace of nonprofit technology innovation accelerates, technology decisions are becoming more complicated.

Kaia Swift November 9, 2023

CRM

An Overview of the New Salesforce Nonprofit Cloud for Grantmaking

If your nonprofit organization or foundation disburses funds through grants, then there’s a new offering in the new Nonprofit Cloud from Salesforce that you should know about. The Nonprofit Cloud for Grantmaking product is built to help organizations like yours simplify and accelerate the grantmaking process. Here is an overview of the new Salesforce Nonprofit

Kaia Swift September 29, 2023

Data & AI

What to Know About Using Salesforce Accounting Subledger for Nonprofit Dynamic Accounting

Preparing your fundraising data for your accounting system can take significant time and effort. It requires aligning and reconciling information in just the right way. If you’re using Salesforce Nonprofit Success Pack (NPSP) for customer relationship management (CRM), you might have considered using Salesforce Accounting Subledger to help. It’s a package that’s installed “on top”

Kaia Swift September 5, 2023

CRM

What’s happening at Salesforce? Here’s what Nonprofits Should Know

If you follow nonprofit technology news, you might have heard about lots of changes at Salesforce this year – from workforce layoffs to new artificial intelligence (AI) offerings to new product releases. One of the biggest announcements directly impacting nonprofits was the Spring 2023 rollout of the new Nonprofit Cloud. If your nonprofit uses (or

Kaia Swift August 17, 2023