Salesforce Archives - Page 2 of 6

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

CRM

Best Practices for Salesforce Implementation for Nonprofits

When your nonprofit has decided to move to a Salesforce solution, it’s an exciting time. You sorted through the nonprofit tech options and found that Salesforce offers the right solution for your organization. You might have chosen an implementation partner to get the software up and running. Now, how do you ensure a successful Salesforce

Kaia Swift August 7, 2023

Technology Strategy

Nonprofit Marketing Automation Success: 4 Implementation Best Practices

We recently wrote an article on this blog about the benefits of marketing automation for nonprofits. With the right tools and strategies, nonprofits can use marketing automation to improve their constituent communications and campaigns, ultimately providing greater support for their programs and fundraising efforts. In this article, we’re sharing our top tips for marketing automation

Kaia Swift July 13, 2023

Salesforce

5 Advantages of Marketing Automation for Nonprofits

Marketing automation tools offer great possibilities for nonprofits. In fact, here at Heller Consulting, we’ve seen first-hand the power of marketing automation tools to support nonprofit programs and fundraising efforts. For example, we help many of our nonprofit clients use Marketing Cloud Account Engagement from Salesforce (formerly called Pardot) and Salesforce Marketing Cloud to take

Kaia Swift July 12, 2023

CRM

5 Big Wins for Higher Education Advancement Teams Using UC Innovation ascend

When we started working with ascend from UC Innovation a couple of years ago, we were excited about its potential as a modern software solution built on the Salesforce platform to help higher education advancement teams reach their goals. Since then, we’ve had many opportunities to see the technology up close as an ascend certified

Kaia Swift June 26, 2023

CRM

Why Use Salesforce for Advancement in Higher Education?

In the realm of higher education, advancement initiatives, including fundraising, alumni engagement, and constituent relationship management, play a vital role in the success of institutions. To streamline and optimize these efforts, many higher education institutions are turning to Salesforce, a powerful customer relationship management (CRM) platform known for its adaptability and scalability. In this blog

Kaia Swift June 12, 2023