Digital Tools - Heller Consulting

Making the most of digital tools with strategy and proven implementation methodologies.  

Based on our hands-on experience working with a wide range of nonprofit organizations and digital technologies, we’re ready to help as you move forward in adopting digital tools.

For more than 25 years, nonprofit leaders have turned to us for these services that provide specific help at various points in the selection and implementation process.

Organizations ready to start implementing

  • Quick Start Plus with Enablement
  • Tune Up and Enablement
  • Custom Roadmap and Implementation

Organizations who are evaluating and selecting tools

  • Digital Solution Comparative Analysis
  • Digital Solution Selection

Implementation

Fundraising

  • DonorDrive
  • Classy
  • Neon Fundraising
  • Elevate
  • MISSION CRM
  • StratusLIVE Ignite

Marketing & Communications 

  • Salesforce Marketing Cloud
  • Salesforce Pardot
  • Microsoft Dynamics 365 Marketing
  • HubSpot
  • ClickDimensions

Online Portals

  • Salesforce Experience Cloud
  • Microsoft Power Portals

For these tools, you can get started with the following implementation services:

Quick Start Plus with Enablement

Quick Start Plus with Enablement is interactive support for teams who like learning through hands-on training. In this engagement, our experts will train your staff members how to use basic features. We will get up and running and provide training on features that can be implemented post–launch.

Tune Up and Enablement

Our Tune Up and Enablement package is for if you plan on keeping your digital tool, but need to audit the system, unveil overlooked functionalities, and point out new ways of moving forward. Our team will review and audit your set up and recommend new ways of optimizing your data or advancing your strategy. We will take your existing use of your tool, prioritize issues, and take you to the next level of capitalizing on any advanced features.

Custom Roadmap and Implementation

For organizations who want to leverage the full power of your digital tool in a connected system, then we recommend our Custom Pardot Roadmap and Implementation. With this package, our consultants implement the tool using an integrated approach. Using best practices in application integration, our experts will work with you to create custom constituent experiences.

Strategic Services

Digital Solution Comparative Analysis – A detailed comparison of two digital solutions

In our Digital Solution Comparative Analysis, we help your organization assess and decide between two digital tools. This engagement is tailored to fit organizations that are assessing whether to leave their current tools for a new one they’ve identified, or for organizations seeking a detailed comparison of two new tools.

Digital Solution Selection – Choosing the right tool for your ecosystem

When you are evaluating new digital tools, we offer a comprehensive solution selection process that will help you develop requirements, narrow down your options, and assess the best options for your organization. Heller experts will support you through developing product demo scripts based on your requirements, a scoring methodology to use during assessment, and conduct analysis of the results. We’ll provide you our best recommendations throughout while ensuring you have all the information you need to make the best decision.