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Technology Strategy

Understand Raiser’s Edge vs. Salesforce for Data Migration Success

If your nonprofit is making the move from Raiser’s Edge to Salesforce Nonprofit Success Pack (NPSP), an important thing to consider is terminology. The two systems are different, so your organization will need to learn some new vocabulary to ensure a successful data migration. Terminology becomes critical during the data mapping process. This is when

Kaia Swift December 9, 2022

Salesforce

How Can Nonprofits Use Salesforce Campaign Influence?

If your nonprofit uses Salesforce or Pardot (which is now called Marketing Cloud Account Engagement,), you might have heard about something called Campaign Influence. It’s a capability in Salesforce that helps measure the effectiveness of marketing efforts. The possibilities for nonprofits to use Campaign Influence are exciting. However, when you begin to think about the

Kaia Swift November 22, 2022

CRM

4 Takeaways from the 2022 Salesforce Nonprofit Trends Report

Like all of us, nonprofit organizations must adapt to economic, political, and societal changes in our world. The latest Nonprofit Trends Report from Salesforce (fifth edition) offers useful insights into the challenges nonprofits are facing today, and which are faring better, in our evolving world. Four takeaways from the Salesforce Nonprofit Trends Report As always,

Kaia Swift November 10, 2022

CRM

Salesforce Announces Genie: What Does It Mean for Nonprofits?

Here at Heller Consulting, we continually keep our eye on trends in technology that impact the nonprofit sector. That includes new products as they emerge on the scene. At last month’s Dreamforce conference, the big Salesforce product announcement was Genie. While Genie is a brand-new product, we want to keep you up to date by

Kaia Swift October 21, 2022

CRM

How Universities Can Leverage Tech Tools to Meet Today’s Evolving Challenges

The last few years have accelerated change for every individual and institution. In higher education, colleges and universities were thrown endless hurdles all while balancing how to best support their students and staff. Now, more than ever, technology plays an essential role in daily university life. By having nimble technology tools as a foundation, education

Kaia Swift October 7, 2022

CRM

3 Things to Know if You’re Thinking About Moving from Raiser’s Edge to Salesforce

I recently wrote an article on this blog about what to know if your nonprofit is considering a move from Raiser’s Edge. One point I made is that if you’re wanting to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser’s Edge doesn’t integrate with other systems at your organization, you can still stay on Raiser’s

Kaia Swift September 6, 2022

Marketing Automation

Target Your Nonprofit’s Prospects More Effectively with New Marketing Cloud Conditional Completion Actions

If your nonprofit uses Marketing Cloud Account Engagement (formerly Pardot), you probably know that it’s a powerful marketing automation tool in the Salesforce ecosystem. Salesforce is continually rolling out new features and enhancements for Marketing Cloud Account Engagement, making it an even more robust tool. One of the recent Marketing Cloud Account Engagement enhancements that we’re

Kaia Swift July 22, 2022

Marketing Automation

Managing the Impact of Apple Mail Privacy on Your Nonprofit’s Marketing Efforts

Back in October of last year, we brought you an overview of Apple’s privacy changes in iOS 15 and how they might affect your nonprofit organization. By now, you might be noticing the impact of these changes. Because of the privacy changes, open rates simply aren’t useful anymore. This means that if you haven’t already

Kaia Swift June 28, 2022

Salesforce

Boost Donor Acquisition With These 5 Salesforce Tools

This is a guest blog contribution from iATS Payments As a hard-working nonprofit professional, you’re well aware of how important the right software solutions can be to the success of your fundraising initiatives, marketing campaigns, and other operations. But with so many different kinds of software on the market, finding the right approach to build

Kaia Swift May 2, 2022

Technology Strategy

How to Use Social Media Data to Improve Your Nonprofit’s Interactions with Constituents

You likely know the value of collecting data about your donors and other constituents. It helps you better understand your supporters and program recipients so you can improve your marketing, fundraising, and program delivery. But are you gathering and using social media data? If not, it might be time to start. According to Pew Research

Kaia Swift April 1, 2022