Heller Consulting Case Studies

We are honored to partner with nonprofits and education institutions across the United States and Canada.

TRUSTED BY LEADING ORGANIZATIONS INCLUDING

Microsoft 365 Insights implementation

The Society for Science got better segmentation, personalization, and opt-out compliance with Heller Consulting’s implementation of Microsoft 365 Customer Insights.

Salesforce Nonprofit Success Pack implementation

Heller accelerated the Canadian Cancer Society’s gift processing by streamlining Salesforce gift entry and creating tailored support for complex giving needs.

Salesforce implementation for advancement

We helped Gordon College implement a new advancement package and expand their fundraising and major gifts management capability.

Strategic CRM roadmap

Find out how the Humane Society Silicon Valley got a 360-degree view of donors in Salesforce and personalized their communications based on engagement history.

Salesforce Nonprofit Cloud implementation

Heller Consulting led PanCAN through a strategic implementation of Salesforce Nonprofit Cloud, integrating patient care systems into their core CRM.

Raiser’s Edge streamlining

We led a comprehensive project to optimize The Hamlin School’s core technology, which included a thorough evaluation of systems and processes, priority setting, Raiser’s Edge streamlining, and training.

Technology roadmap and selection

Heller led the Greater Chicago Food Depository through a technology roadmap process and supported their selection of Microsoft as the backbone of their org.

Strategic technology roadmap

HealthPartners had eight distinct hospital foundations, each using its own CRM. Heller Consulting helped the organization map its tech needs and build a roadmap for a united future.

CRM Roadmap and Salesforce NPSP Implementation

Heller Consulting unified 16 departments and their tools in a single CRM that manages everything from puppy welfare to donor management.

Ready to get started?

If you’re a nonprofit organization or education institution and you need help with your technology project, get in touch!

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