Heller hosted a CRM Success Luncheon in midtown Manhattan this month and as usual, the discussion provided detailed insights for all attendees. This unique event is an open discussion forum for organizations looking to extend their use of the Salesforce ...Read More

Nonprofits have a great selection of tools available to connect, engage, delight, and retain their supporters. Often when considering system upgrades to better serve their mission, organizations start by comparing the tools and features of different software. Certainly this is ...Read More

Supporting nonprofit organizations is more than just our jobs at Heller, it is an effort we are passionate about both in and out of work. To help support the causes and groups our team believes in, Heller provides employees time ...Read More

So you’ve seen the opportunity for marketing automation for your organization. Great. How should you best launch it within your organization? Should you dive in and make the most of momentum? Or should you build it up slowly over ...Read More

When managing change during a technology project, it is essential for individuals and departments to understand their role and responsibilities to help the organization through the transition. The planning team should consider each set of expectations, and determine if team ...Read More

Welcome back again! This is the final part of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH helps us generalize and illustrate problems we have faced in many organizations over the years. In the first three ...Read More

The amount of strategy and planning you’ll need to make marketing automation effective usually means that you won’t be saving time – at least not at first. But don’t get disheartened. Your early investment will pay off in ...Read More

Change is inherent in the nature of nonprofit work. Organizations must be agile and efficient in the work they do to reach the short term goals that allow them to accomplish their ultimate missions. Changes range in scope from the ...Read More

The promise of true CRM – that fabled 360° view of your constituents – is achievable only when nonprofit business units across an enterprise join together.  By combining data and aligning business processes through the use of technology, a unified constituent profile can ...Read More

In delivering large enterprise-wide CRM implementations, the Heller team commonly engages with headquarters, or the national entity of a nonprofit organization, in pursuit of strengthening constituent relationships.  As part of this process, organizational dialogue related to constituent engagement grows and ...Read More