Salesforce

Explore more insights from Team Heller.

CRM

Using Salesforce Experience Cloud to Engage Your Nonprofit’s Volunteers

If your nonprofit has adopted Salesforce as your organization’s customer relationship management (CRM) solution, you probably know that it can be used for much more than just fundraising. It can be used to manage everything from nonprofit programs and operations to volunteers. Here at Heller Consulting, we’ve seen increasing interest from nonprofits that use Salesforce

Kaia Swift February 15, 2022

CRM

Key Takeaways from the 2022 Salesforce Nonprofit Trends Report

After the twists and turns of the past couple of years, I think it’s important to take a look at how nonprofits are faring. The most recent Nonprofit Trends Report from Salesforce does just that. It offers helpful insights into nonprofits’ challenges and how some nonprofits continue to thrive no matter what comes their way.

Kaia Swift February 9, 2022

CRM

5 Things to Do Before Your Higher Education Team Moves to Salesforce

As a leader in higher education, you probably know that the Salesforce platform supports the complexity of fundraising in higher ed. If your team is planning a move to Salesforce, there are some important things to consider before you begin the implementation process. Here are five things you can do now to help avoid risks

Kaia Swift February 7, 2022

CRM

Tips for Nonprofit Marketers from the 2021 Salesforce State of Nonprofit Marketing Report

2021 was another year of rapid adaptation for nonprofit marketers. While the pandemic accelerated the need for digital transformation in 2020, nonprofit marketing teams have continued to be under pressure to keep up their use of digital tools and transform data insights into relevant and personalized messaging. Salesforce sought to understand the challenges and goals

Kaia Swift December 7, 2021

Technology Strategy

Moving to Salesforce is an Ideal Opportunity to Rethink Your Business Processes

If your nonprofit is thinking about moving from a legacy donor management system to Salesforce, you’ve probably already done some research. You likely know that Salesforce has a lot to offer nonprofits, including: Flexibility — You can customize and extend the Salesforce platform with best of breed products to meet your specific needs. Integrated data

Kaia Swift October 29, 2021

CRM

Moving from Raiser’s Edge to Salesforce for Higher Ed Advancement: What to Know

If you’ve been using Raiser’s Edge for a long time to support your higher education advancement activities, you might be wondering if it’s time to move to Salesforce. It’s not unusual for advancement departments to shop around for new technology — especially if they’ve been using the same software for many years. You might find

Kaia Swift October 7, 2021

CRM

4 Tips for Fundraising and Accounting Reconciliation at Your Nonprofit

Preparing data for your accounting department might not be the most exciting activity for your development team. But fundraising and accounting reconciliation is vitally important. Your nonprofit must track money received and where it’s going, and that means you need a way to connect your fundraising data with your accounting systems. It can take significant

Kaia Swift July 26, 2021

CRM

How Food Banks are Using Salesforce Throughout the Organization

As food banks continue to meet the needs of their communities, a significant number are now using Salesforce Nonprofit Success Pack (NPSP). They’re using this customer relationship management (CRM) solution as the core of their technology ecosystem to improve efficiency and effectiveness around everything from programs and fundraising to volunteer management. How food banks are

Kaia Swift June 18, 2021

Salesforce

4 Approaches to Building a Nonprofit Technology Stack

Twenty-five years ago, when Keith Heller first launched Heller Consulting (back when all fundraising systems were on DOS!), nonprofits selected a technology and a provider that came closest to meeting their functional and budgetary requirements. Today’s requirements and solutions in the market are vastly more complex and varied. The purpose of this article is to

Kaia Swift June 16, 2021

Team Heller

Sharing Our Partners’ Work Around Diversity, Equity, and Inclusion

Most of the articles on this blog are about nonprofit technology. But from time to time, we find it important to share what goes on behind the scenes at Heller Consulting. Last year, we wrote about our work around diversity, equity, and inclusion (DEI) at Team Heller. Today, we continue our efforts to cultivate an

Kaia Swift May 25, 2021