Build a Salesforce System to Meet Your Fundraising Goals

Your organization’s needs are unique, and so is your path to success with Salesforce. That’s why Heller Consulting starts the Salesforce implementation process by understanding exactly what you need, ensuring your platform is tailored to your team from day one.

From initial planning to hands-on training, we’re with you every step of the way, making sure your team feels confident and ready to succeed with your new Salesforce system.

TRUSTED BY FUNDRAISING LEADERS AT

Salesforce Fundraising Solutions for Nonprofit, Education, and Healthcare Organizations

With thirty years of experience implementing nonprofit software, Heller Consulting is the best choice to lead your Salesforce fundraising implementation.

We focus on your goals and desired outcomes, building a roadmap that suits your organization, then our experts partner with you to implement Salesforce, configuring and customizing it for your needs.

Nonprofit Cloud implementations

At Heller, you will find experts on every part of the Salesforce ecosystem—including the platform itself, leading third-party applications, and developer tools. We work with clients to understand their fundraising needs, workflows, and technology principles to build what they need collaboratively.

Heller offers custom Nonprofit Cloud / Agentforce Nonprofit services, such as:

A pre-implementation roadmap and fundraising strategy planning
Implementations for fundraising and other needs, including grantmaking and programs
Accelerated migrations from Raiser’s Edge
Post-launch support

Salesforce Fundraising Migration Assessment

Our complimentary Salesforce Fundraising Readiness Assessment helps nonprofit fundraising leaders chart a clear path to success before investing in a major technology change.

In this no-cost consultation, our experts guide you through the essential questions across Organizational Context, Technology, Workflows, and Best Practices, giving you a comprehensive view of your readiness to transition to a Salesforce solution, or another platform that best fits your needs.

Education advancement implementations

We are an experienced implementation partner for education advancement solutions like Kindsight Ascend, a Salesforce customization package. Heller leads clients through a comprehensive discovery and implementation process, making sure the platform and its underlying power are configured to meet their advancement and alumni engagement needs.

Custom Salesforce integrations

We leverage Salesforce as the foundation for your system and select and configure the ideal mix of features. Whether those features are out-of-the-box, pre-built business applications, direct API connections, or custom-built functionalities, you know that with Team Heller, you’ll get a system that meets your scope and goals.

Accelerated projects

The faster your system is set up and functional, the faster you can see results. Get your Salesforce platform up and running rapidly without sacrificing quality or donor engagement. We streamline the implementation process by leveraging our proven best practices and deep experience from working with past clients, helping you access a valuable system more quickly.

Technology selection

Team Heller breaks down fundraising software vendor demos, system comparisons, and project planning using selection methodologies and templates, supplemented with our decades of experience and knowledge of the best practices in nonprofit tech. Plus, our platform-agnostic approach means you can be confident that you’re choosing the best solution.

Our Heller Consulting team demonstrated exceptional professionalism and expertise in system migration and implementation.

Their deep knowledge in these areas was matched by their ability to communicate clearly and effectively making them a trusted partner for achieving impactful results.

Leading wildlife nonprofit

Regional Chief

Salesforce nonprofit consulting success stories

Humane Society Silicon Valley

In partnership with Heller Consulting, Humane Society Silicon Valley developed a tailored CRM roadmap and implemented a connected Salesforce ecosystem to replace outdated, siloed fundraising and marketing tools. This overhaul empowered HSSV to streamline workflows, build personalized communication journeys, and maintain operational agility. The result: a unified 360-degree view of constituents, enhanced engagement, and more effective fundraising using data-driven automation.

Canadian Cancer Society

When the Canadian Cancer Society transitioned to a national structure, Heller Consulting partnered with them to consolidate data from 10 provinces and 20 million records into a unified Salesforce Nonprofit Success Pack (NPSP) fundraising system. Heller delivered a bilingual, end-to-end solution, spanning CRM implementation, business process redesign, data cleansing, and change management. Now, CCS has a powerful platform that enables nationwide collaboration, centralized metrics, and scalable operations for the future.

Environmental Defense Fund

When Environmental Defense Fund decided to transition from Blackbaud to the Salesforce Nonprofit Success Pack for fundraising, it turned to Heller Consulting for help with its highly complex data migration and CRM implementation. Over 60 data tables were mapped across teams—including development, events, and membership—spanning millions of records and tight integration needs. The migration was completed six weeks ahead of schedule, with Heller acting as an embedded extension of EDF’s internal team to ensure a seamless and collaborative transition.

What sets Heller Consulting apart

5 stars on Salesforce AppExchange

Our reviews speak for themselves! Our team of Salesforce consultants for nonprofits has a proven track record of providing exceptional service for a variety of clients with a range of needs and project visions.

Certified Salesforce Implementation Partner

As a Certified Salesforce Implementation Partner for over 15 years, Salesforce recognizes our expertise and professionalism, meaning you know your technology is in good hands.

Three Decades of Fundraising Experience

Since 1996, we’ve helped nonprofit, education, and healthcare orgs implement and customize their CRMs to work for them, from integrating fundraising systems and streamlining program delivery to making data work harder for teams that don’t have time to waste.

How to Choose Your Salesforce Fundraising Solution

There isn’t a single best Salesforce solution for fundraising. Instead, you should choose the one that fits your strategy, team, and long-term goals. Heller Consulting starts with your business requirements and then partners with you to put you on the right path.

Implement Salesforce Nonprofit Cloud if…

Nonprofit Cloud is the right fit if you want to build a flexible platform around your fundraising strategy, one that is fit for purpose and can grow with you.

It works well when you’re looking to modernize your architecture, simplify legacy complexity, and design processes that are tailored to how your team works—not constrained by a prebuilt model. It’s also the strongest option if you’re thinking ahead to analytics, automation, and AI, and want to align with Salesforce’s long-term roadmap.

Consider a phased approach if…

You don’t need to solve everything at once.

A phased approach allows you to prioritize core fundraising needs now and expand over time, starting with an initial implementation and layering in additional capabilities, or evolving your system as your fundraising strategy grows. For example, we can implement Salesforce Nonprofit Cloud for fundraising and build in program delivery later.

Salesforce’s flexibility makes it possible to take this kind of iterative approach without locking you into a single path.

Choose Salesforce and Kindsight Ascend if…

Kindsight Ascend is a strong fit if you want a fundraising-specific foundation on top of Salesforce Nonprofit Cloud.

It is a managed package purpose built for advancement and it includes preconfigured functionality like gift processing, prospect management, and complex relationships. For many organizations, this means faster time to value and less reliance on customization, while still allowing you to extend the platform over time.

Get a Salesforce Fundraising Readiness Assessment Today

Our complimentary Salesforce Fundraising Readiness Assessment helps nonprofit fundraising leaders chart a clear path to success before investing in a major technology change. In this no-cost consultation, our experts guide you through the essential questions across Organizational Context, Technology, Workflows, and Best Practices, giving you a comprehensive view of your readiness to transition to a Salesforce solution, or another platform that best fits your needs.

FAQs about Heller Consulting’s Salesforce services

What features does Salesforce offer to nonprofits?

Salesforce provides comprehensive solutions tailored to mission-driven organizations, such as Nonprofit Cloud. It gives organizations and their fundraising teams a centralized, 360-degree view of their constituents, allowing teams to effectively manage donor relationships and programming data. With highly customizable reporting and dashboards, Salesforce empowers nonprofits to measure their advancement outcomes and demonstrate real-time impact to their supporters.

Why is Salesforce a great option for fundraising?

Salesforce’s Agentforce Nonprofit / Nonprofit Cloud is the best-in-class solution for nonprofit fundraising, supporting important workflows including donor tracking and engagement, moves management, data retention, and reporting. Heller Consulting delivers fundraising-first implementations for nonprofit, education, and healthcare organizations that want to increase fundraising and reduce operational burden.

What can Salesforce fundraising consultants do for nonprofits?

A Salesforce consultant is an expert guide who ensures the platform actually serves your organization’s fundraising and operational goals. The top nonprofit Salesforce consultants analyze your daily processes, streamline your existing data, and configure Salesforce to match your fundraising and program workflows.

Implementing Salesforce is about more than just the software. Consultants will also train your team and be a go-to resource during the transition, ensuring your staff has the confidence and knowledge to fully adopt the new system.

Why is Heller the best Salesforce consultant for mission-driven organizations?

Team Heller brings nearly thirty years of experience working with nonprofit, education, and healthcare organizations. Because we understand the specific challenges of mission-driven work, our approach goes beyond technical implementation. We integrate fundraising best practices and comprehensive change management strategies into every project to actively support your staff through the transition. And, as a Certified Salesforce Implementation Partner, you can rest assured that we have the tools to get the job done.