Higher Education - Heller Consulting

Education Advancement and Beyond

Higher education constituents are loyal. They are passionate. They are inspired to give when their loyalty is appreciated, and their gifts are propelling the organization forward. Choosing the right technology to nurture and manage your constituents is paramount. 

Heller Consulting understands the importance of establishing long-lasting relationships. Advancement services are at the core of our expertise, and we focus on  developing a strategy and implementing solutions that enable you to create meaningful relationships. We know a platform that isn’t used to its fullest extent won’t yield the best results. That’s why we deliver solutions that address people first. Using change management best practices, we help your team effectively transition to and adopt new systems.

As a boutique firm with deep experience in higher education technology, we make it our mission to deliver personalized, white glove service. Consider us your objective advisor and biggest advocate. We don’t take a one-size-fits all approach, nor are we aligned with any single platform. Instead, we take time to understand your goals and recommend solutions that will work for you. Success is the goal, and we’re the catalyst to help you get there. 

Strategic Services:

  • CRM Technology Ecosystem Roadmap
  • Marketing Solution Selection
  • Change Management Support


  • Ascend by UC Innovation for Advancement
  • Custom Salesforce Implementation for Programs
  • Salesforce Streamlining
  • System Integration

Managed Services: 

  • Filling skills and capacity gaps when needs arise
  • Supporting consistent solution development on Salesforce
  • Driving innovation on Salesforce to meet the evolving needs of your organization
  • Prioritizing and managing requests from your organization to optimize Salesforce
  • App development on Salesforce CRM and/or UCI ascend advancement
  • Extending donor/constituent portal functionality on Salesforce Experience Cloud for additional giving pages, alumni directory, alumni chapter management, and more
  • Optimizing the Salesforce marketing automation toolset

Have a specific project in mind? Contact us below to get started. 

Higher Education Advancement + Salesforce


Have you contemplated using Salesforce for your higher education advancement needs? This guide takes you through pre-implementation planning and best practices for a successful Salesforce implementation.

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Insights from Cornell University


Heller Consulting, Salesforce.org, and Cornell University chat about digital transformation in education institutions.

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