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Heller Consulting > Resources > Blog

How to Prepare Your Data for a CRM Implementation

Kelyan Diskin | January 26, 2021

Moving to a new customer relationship management (CRM) system is an exciting time for your nonprofit. A new CRM system can help your entire organization work more efficiently, manage constituent relationships more effectively, and use more accurate reporting to drive ...Read More

3 Key Lessons in Change Management

Smita Vadakekalam | January 7, 2021
3-key-lessons-change-management

When planning a technology initiative, scheduling active change management isn’t always the first priority on the to-do list. This is unfortunate because incorporating change management strategies is one of the most effective ways to ensure a successful project. At ...Read More

Design Best Practices to Improve Your Nonprofit’s Email Effectiveness

| December 14, 2020

With today’s use of digital communications like social media and texting, email might seem old-school. But it’s still one of the most powerful tools for your digital communications strategy. In fact, a 2019 benchmark report from CampaignMonitor and Qgiv ...Read More

Adapting Your Nonprofit’s Technology Training to Today’s World

Brooke Belott | December 11, 2020

At Heller Consulting, we work with many nonprofits to help them choose and implement the right technology systems and solutions for their specific needs. A key aspect of those technology projects is change management — preparing nonprofit staff for the technology ...Read More

A Look Back at 2020 and Some Resources to Help Your Nonprofit with What Comes Next

Keith Heller | December 8, 2020

Did you cringe a little (or maybe a lot!) when you read the title of this article? I wouldn’t blame you if you did. Many of us don’t want to re-live 2020. But tough times can make us stronger ...Read More

How Nonprofits Can Navigate Change

Ralitza Zikatanova | December 1, 2020

This year, everyone’s lives changed, and nonprofits were thrown into a new way of raising funds, connecting with constituents, and using technology. From what we at Heller experienced with our clients, we know that many organizations out there like ...Read More

Using Salesforce Tools You Already Have to Uncover and Manage Major Donor Giving Opportunities

Jonelle Caldwell | November 23, 2020

If your nonprofit organization is using Salesforce Nonprofit Success Pack (NPSP), do you know you have tools that can take your major giving program to new levels? Does that sound too good to be true? Well, it really isn’t. ...Read More

3 Takeaways from the Microsoft Fundraising and Engagement for Dynamics 365 Sales Launch Event

Catherine Moore | November 12, 2020

My colleagues and I have written several articles on this blog about Microsoft’s entry into and momentum in the nonprofit technology space. Most recently, we wrote about the growing potential of Microsoft solutions for nonprofits as well as their ...Read More

The Importance of Training for Your Nonprofit’s Digital Strategy

Jeffrey Appell, Catherine Moore, | November 9, 2020

When you think about your nonprofit’s digital strategy, training might not immediately come to mind. But having a plan for training is more important than you might think — especially in today’s environment of remote workforces. Training is a ...Read More

Changing the Approach to User Training for a CRM Implementation During a Pandemic

Brooke Belott | November 5, 2020

Authored by: Brooke Belott, Heller Consulting and Andrew Caswell, National CRM Implementation Lead for the Canadian Cancer Society Picture this: Your nonprofit is in the middle of a major technology change. It’s been a complex project with a lot ...Read More

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