CRM integration Archives - Heller Consulting

A concrete hydroelectric dam releases water through its spillways, creating mist and turbulent flow below, with blue sky and clouds overhead—much like how Nonprofit CRM costs explained helps clarify the flow of expenses for organizations.

Video Landing Page

Love Your CRM: Extending Raiser’s Edge with Power BI Tools

Thinking about a new CRM for your nonprofit? This 20-minute video walks you through how to evaluate options and costs.

Lyndal Cairns August 7, 2025

A woman wearing glasses and a purple blazer gives a presentation, pointing at a world map infographic on a screen that displays percentage data for different regions. Light streams in through sheer curtains in the background.

Microsoft

Democratize your data with Power BI

Imagine for a moment that you’re a hardworking development team member with a never-ending list of regular projects. A meeting pops into your calendar. It’s from your Chief Development Officer and is entitled “Analytics for Board Meeting.” or you get a Teams chat from the Chief Program Officer asking for “Year to Date Performance to

Karen Harris Melendez July 23, 2025

A red panda curled up on a tree branch, resting its head and looking toward the camera, with its bushy tail wrapped around its body.

Case Studies

San Diego Zoo technology roadmap

Discover how San Diego Zoo Wildlife Alliance partnered with Heller Consulting to create a strategic fundraising technology roadmap, improving data management, ticketing, and automation for enhanced operations and donor engagement.

Lyndal Cairns April 20, 2025

A young person wearing glasses and earphones sits at a desk in a library, focused on working on a laptop, with an open book in the foreground and bookshelves blurred in the background.

Education

Loyola University Chicago ascend implementation

Loyola University Chicago Salesforce and ascend implementation and customization Loyola University Chicago is a prominent private Jesuit research university located in Chicago, Illinois. With an enrollment of approximately 17,000 students, it is one of the largest Jesuit institutions in the United States. The university offers a diverse range of more than 80 undergraduate and 140

Lyndal Cairns February 1, 2025

A iridescent green and blue hummingbird hovers near a cluster of bright pink tubular flowers, feeding with its beak. The background is softly blurred in warm tones.

Salesforce

Environmental Defense Fund NPSP Implementation

Environmental Defense Fund successfully migrated from Luminate CRM to Salesforce NPSP in just 14 months with Heller Consulting, overcoming a tight deadline and complex data challenges.

Lyndal Cairns December 1, 2022