�ݺ�ߣshows by User: HellerConsulting

�ݺ�ߣshows by User: HellerConsulting / http://www.slideshare.net/images/logo.gif �ݺ�ߣshows by User: HellerConsulting / Wed, 25 Oct 2017 15:25:24 GMT �ݺ�ߣShare feed for �ݺ�ߣshows by User: HellerConsulting CRM Options for Enterprise Nonprofits: StratusLIVE /slideshow/heller-and-stratuslive-crm-options-for-enterprise-nonprofits/81199374 hellerstratuslivepresentations171024-171025152524
View the recording of the webinar here: http://teamheller.com/webinar-stratuslive-crm-options/ This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package. View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.]]>
View the recording of the webinar here: http://teamheller.com/webinar-stratuslive-crm-options/ This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package. View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.]]> Wed, 25 Oct 2017 15:25:24 GMT /slideshow/heller-and-stratuslive-crm-options-for-enterprise-nonprofits/81199374 HellerConsulting@slideshare.net(HellerConsulting) CRM Options for Enterprise Nonprofits: StratusLIVE HellerConsulting View the recording of the webinar here: http://teamheller.com/webinar-stratuslive-crm-options/ This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package. View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerstratuslivepresentations171024-171025152524-thumbnail.jpg?width=120&height=120&fit=bounds" /> View the recording of the webinar here: http://teamheller.com/webinar-stratuslive-crm-options/ This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package. View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.

CRM Options for Enterprise Nonprofits: StratusLIVE from Heller Consulting

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0 CRM Options for Enterprise Nonprofits - ClearviewCRM /slideshow/crm-options-for-enterprise-nonprofits-clearviewcrm/80370722 crm-options-clearviewcrm-heller-consulting-171002171829
View the full recording here: http://teamheller.com/webinar-clearview-crm-options/ This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller shares proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Also presenting are Steve Birnbaum, Vice President of Sales and Kelly Sallander, Business Analyst for ClearView CRM, the advanced fundraising platform from SofTrek. They demonstrate how nonprofits can use ClearView CRM’s donor relationship management, reporting and business intelligence, and operational tools to help their organization connect their fundraising channels for maximum effectiveness.]]>
View the full recording here: http://teamheller.com/webinar-clearview-crm-options/ This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller shares proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Also presenting are Steve Birnbaum, Vice President of Sales and Kelly Sallander, Business Analyst for ClearView CRM, the advanced fundraising platform from SofTrek. They demonstrate how nonprofits can use ClearView CRM’s donor relationship management, reporting and business intelligence, and operational tools to help their organization connect their fundraising channels for maximum effectiveness.]]> Mon, 02 Oct 2017 17:18:29 GMT /slideshow/crm-options-for-enterprise-nonprofits-clearviewcrm/80370722 HellerConsulting@slideshare.net(HellerConsulting) CRM Options for Enterprise Nonprofits - ClearviewCRM HellerConsulting View the full recording here: http://teamheller.com/webinar-clearview-crm-options/ This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller shares proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Also presenting are Steve Birnbaum, Vice President of Sales and Kelly Sallander, Business Analyst for ClearView CRM, the advanced fundraising platform from SofTrek. They demonstrate how nonprofits can use ClearView CRM’s donor relationship management, reporting and business intelligence, and operational tools to help their organization connect their fundraising channels for maximum effectiveness. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/crm-options-clearviewcrm-heller-consulting-171002171829-thumbnail.jpg?width=120&height=120&fit=bounds" /> View the full recording here: http://teamheller.com/webinar-clearview-crm-options/ This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller shares proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Also presenting are Steve Birnbaum, Vice President of Sales and Kelly Sallander, Business Analyst for ClearView CRM, the advanced fundraising platform from SofTrek. They demonstrate how nonprofits can use ClearView CRM’s donor relationship management, reporting and business intelligence, and operational tools to help their organization connect their fundraising channels for maximum effectiveness.

CRM Options for Enterprise Nonprofits - ClearviewCRM from Heller Consulting

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0 NGO Connect: CRM Options for Enterprise Nonprofits /slideshow/ngo-connect-crm-options-for-enterprise-nonprofits/79300622 heller-roundcorner-ngoconnect-webinar-170830204420
View the webinar here: http://teamheller.com/webinar-ngo-connect-crm-options/ The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys. In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact. Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact. ]]>
View the webinar here: http://teamheller.com/webinar-ngo-connect-crm-options/ The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys. In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact. Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact. ]]> Wed, 30 Aug 2017 20:44:20 GMT /slideshow/ngo-connect-crm-options-for-enterprise-nonprofits/79300622 HellerConsulting@slideshare.net(HellerConsulting) NGO Connect: CRM Options for Enterprise Nonprofits HellerConsulting View the webinar here: http://teamheller.com/webinar-ngo-connect-crm-options/ The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys. In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact. Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller-roundcorner-ngoconnect-webinar-170830204420-thumbnail.jpg?width=120&height=120&fit=bounds" /> View the webinar here: http://teamheller.com/webinar-ngo-connect-crm-options/ The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys. In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact. Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact.

NGO Connect: CRM Options for Enterprise Nonprofits from Heller Consulting

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0 CRM Options for Enterprise Nonprofits - Blackbaud CRM Solutions /slideshow/crm-options-for-enterprise-nonprofits-blackbaud-crm-solutions/78678967 crm-options-enterprise-nonprofits-blackbaud-heller-170808214653
Watch the webinar here: http://teamheller.com/webinar-blackbaud-crm-options/ For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. In this presentation, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good. This is our third webinar in the “CRM Options for Enterprise Nonprofits” series. In this session, the Blackbaud team will outline the unique features and outcomes capabilities of their suite of CRM, engagement, fundraising tools. Keith Heller, founder and Chief Strategist of Heller Consulting, will also share insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.]]>
Watch the webinar here: http://teamheller.com/webinar-blackbaud-crm-options/ For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. In this presentation, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good. This is our third webinar in the “CRM Options for Enterprise Nonprofits” series. In this session, the Blackbaud team will outline the unique features and outcomes capabilities of their suite of CRM, engagement, fundraising tools. Keith Heller, founder and Chief Strategist of Heller Consulting, will also share insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.]]> Tue, 08 Aug 2017 21:46:53 GMT /slideshow/crm-options-for-enterprise-nonprofits-blackbaud-crm-solutions/78678967 HellerConsulting@slideshare.net(HellerConsulting) CRM Options for Enterprise Nonprofits - Blackbaud CRM Solutions HellerConsulting Watch the webinar here: http://teamheller.com/webinar-blackbaud-crm-options/ For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. In this presentation, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good. This is our third webinar in the “CRM Options for Enterprise Nonprofits” series. In this session, the Blackbaud team will outline the unique features and outcomes capabilities of their suite of CRM, engagement, fundraising tools. Keith Heller, founder and Chief Strategist of Heller Consulting, will also share insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/crm-options-enterprise-nonprofits-blackbaud-heller-170808214653-thumbnail.jpg?width=120&height=120&fit=bounds" /> Watch the webinar here: http://teamheller.com/webinar-blackbaud-crm-options/ For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. In this presentation, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good. This is our third webinar in the “CRM Options for Enterprise Nonprofits” series. In this session, the Blackbaud team will outline the unique features and outcomes capabilities of their suite of CRM, engagement, fundraising tools. Keith Heller, founder and Chief Strategist of Heller Consulting, will also share insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.

CRM Options for Enterprise Nonprofits - Blackbaud CRM Solutions from Heller Consulting

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0 Planning Change Management to Ensure a Tech Project's Success /slideshow/planning-change-management-to-ensure-a-tech-projects-success/78325621 hellerchangepresentationjuly2017-170727214244
As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success. On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam as she shares her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she will explain the purpose of change management, and share best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects.]]>
As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success. On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam as she shares her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she will explain the purpose of change management, and share best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects.]]> Thu, 27 Jul 2017 21:42:44 GMT /slideshow/planning-change-management-to-ensure-a-tech-projects-success/78325621 HellerConsulting@slideshare.net(HellerConsulting) Planning Change Management to Ensure a Tech Project's Success HellerConsulting As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success. On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam as she shares her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she will explain the purpose of change management, and share best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerchangepresentationjuly2017-170727214244-thumbnail.jpg?width=120&height=120&fit=bounds" /> As many as 70% of initiatives that bring change to an organization–often technology transitions–end up failing to achieve their goals. For a nonprofit, this loss of time, effort, and resources can dramatically impact the organization’s ability to deliver its mission. Fortunately, by incorporating effective change management strategies, organizations can greatly increase their chances of success. On July 25, DonorSearch hosted Heller Consulting’s Vice President of Professional Services Smita Vadakekalam as she shares her experience in guiding nonprofit organizations through successful technology projects. As a Prosci Certified Change Practitioner, she will explain the purpose of change management, and share best practices, resources and tools to help nonprofits incorporate effective change management strategies into their own projects.

Planning Change Management to Ensure a Tech Project's Success from Heller Consulting

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0 Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement /slideshow/top-3-missed-opportunities-to-utilize-wealth-screening-for-advancement/78325523 heller-wealthengine-advancement-webinar-170727213810
College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns. View the video below to hear advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships.]]>
College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns. View the video below to hear advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships.]]> Thu, 27 Jul 2017 21:38:10 GMT /slideshow/top-3-missed-opportunities-to-utilize-wealth-screening-for-advancement/78325523 HellerConsulting@slideshare.net(HellerConsulting) Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement HellerConsulting College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns. View the video below to hear advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller-wealthengine-advancement-webinar-170727213810-thumbnail.jpg?width=120&height=120&fit=bounds" /> College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns. View the video below to hear advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships.

Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement from Heller Consulting

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0 CRM Options for Enterprise Nonprofits - Nonprofit Success Pack /slideshow/crm-options-for-enterprise-nonprofits-nonprofit-success-pack/78325490 heller-salesforceorg-npsp-enterprise-crm-options-final-170727213634
View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do. In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.]]>
View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do. In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.]]> Thu, 27 Jul 2017 21:36:34 GMT /slideshow/crm-options-for-enterprise-nonprofits-nonprofit-success-pack/78325490 HellerConsulting@slideshare.net(HellerConsulting) CRM Options for Enterprise Nonprofits - Nonprofit Success Pack HellerConsulting View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do. In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller-salesforceorg-npsp-enterprise-crm-options-final-170727213634-thumbnail.jpg?width=120&height=120&fit=bounds" /> View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do. In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.

CRM Options for Enterprise Nonprofits - Nonprofit Success Pack from Heller Consulting

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0 CRM Options for Enterprise Nonprofits - Heller Consulting /slideshow/crm-options-for-enterprise-nonprofits-heller-consulting/78325402 hellerconsulting-enterprise-crm-options-intro-final-170727213213
Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system. If your organization is still getting by with disconnected systems, join this webinar series for a detailed look at the current CRM solution marketplace for enterprise nonprofits. Since 1996 Heller Consulting has been guiding the technology decisions of mid-sized to very large nonprofit organizations. In this webinar Keith Heller shares his experience and perspective on the current enterprise marketplace, identifies the most common barriers, and outlines Heller’s proven approach to planning and selecting a CRM solution that matches organizational goals. View the video below to learn: - State of the CRM market for enterprise nonprofits - Difference between enterprise CRM products and platforms - How enterprise-level CRM planning is different from smaller organizations Widely adopted enterprise-level CRM system choices: - Salesforce’s Nonprofit Success Pack - Blackbaud’s Enterprise CRM Solutions - roundCorner’s NGO Connect - Softrek’s Clearview - StratusLIVE - ROI Solutions’ Revolution Online How to launch an effective CRM selection process This is the first webinar in this series. In the coming months, we will go into detail on each of the most popular CRM solutions for enterprise organizations.]]>
Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system. If your organization is still getting by with disconnected systems, join this webinar series for a detailed look at the current CRM solution marketplace for enterprise nonprofits. Since 1996 Heller Consulting has been guiding the technology decisions of mid-sized to very large nonprofit organizations. In this webinar Keith Heller shares his experience and perspective on the current enterprise marketplace, identifies the most common barriers, and outlines Heller’s proven approach to planning and selecting a CRM solution that matches organizational goals. View the video below to learn: - State of the CRM market for enterprise nonprofits - Difference between enterprise CRM products and platforms - How enterprise-level CRM planning is different from smaller organizations Widely adopted enterprise-level CRM system choices: - Salesforce’s Nonprofit Success Pack - Blackbaud’s Enterprise CRM Solutions - roundCorner’s NGO Connect - Softrek’s Clearview - StratusLIVE - ROI Solutions’ Revolution Online How to launch an effective CRM selection process This is the first webinar in this series. In the coming months, we will go into detail on each of the most popular CRM solutions for enterprise organizations.]]> Thu, 27 Jul 2017 21:32:13 GMT /slideshow/crm-options-for-enterprise-nonprofits-heller-consulting/78325402 HellerConsulting@slideshare.net(HellerConsulting) CRM Options for Enterprise Nonprofits - Heller Consulting HellerConsulting Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system. If your organization is still getting by with disconnected systems, join this webinar series for a detailed look at the current CRM solution marketplace for enterprise nonprofits. Since 1996 Heller Consulting has been guiding the technology decisions of mid-sized to very large nonprofit organizations. In this webinar Keith Heller shares his experience and perspective on the current enterprise marketplace, identifies the most common barriers, and outlines Heller’s proven approach to planning and selecting a CRM solution that matches organizational goals. View the video below to learn: - State of the CRM market for enterprise nonprofits - Difference between enterprise CRM products and platforms - How enterprise-level CRM planning is different from smaller organizations Widely adopted enterprise-level CRM system choices: - Salesforce’s Nonprofit Success Pack - Blackbaud’s Enterprise CRM Solutions - roundCorner’s NGO Connect - Softrek’s Clearview - StratusLIVE - ROI Solutions’ Revolution Online How to launch an effective CRM selection process This is the first webinar in this series. In the coming months, we will go into detail on each of the most popular CRM solutions for enterprise organizations. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerconsulting-enterprise-crm-options-intro-final-170727213213-thumbnail.jpg?width=120&height=120&fit=bounds" /> Leading organizations have upgraded their CRM systems and are realizing the benefits of effective modern solutions. Other organizations have struggled to overcome the obstacles preventing them from adopting new technology. Fortunately, many common barriers to large technology transitions have been removed, and both the variety of options and strategic transition processes have made it easier for organizations to select and implement an efficient CRM system. If your organization is still getting by with disconnected systems, join this webinar series for a detailed look at the current CRM solution marketplace for enterprise nonprofits. Since 1996 Heller Consulting has been guiding the technology decisions of mid-sized to very large nonprofit organizations. In this webinar Keith Heller shares his experience and perspective on the current enterprise marketplace, identifies the most common barriers, and outlines Heller’s proven approach to planning and selecting a CRM solution that matches organizational goals. View the video below to learn: - State of the CRM market for enterprise nonprofits - Difference between enterprise CRM products and platforms - How enterprise-level CRM planning is different from smaller organizations Widely adopted enterprise-level CRM system choices: - Salesforce’s Nonprofit Success Pack - Blackbaud’s Enterprise CRM Solutions - roundCorner’s NGO Connect - Softrek’s Clearview - StratusLIVE - ROI Solutions’ Revolution Online How to launch an effective CRM selection process This is the first webinar in this series. In the coming months, we will go into detail on each of the most popular CRM solutions for enterprise organizations.

CRM Options for Enterprise Nonprofits - Heller Consulting from Heller Consulting

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0 Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and Heller Consulting /slideshow/salesforce-case-management-with-canadian-cancer-society-salesforceorg-and-heller-consulting/64844130 heller-salesforce-case-manage-webinar-final-160809173916
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end. Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met. In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization. Key Takeaways: - Live demo of case management in Salesforce - Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality - Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component - We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.]]>
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end. Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met. In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization. Key Takeaways: - Live demo of case management in Salesforce - Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality - Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component - We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.]]> Tue, 09 Aug 2016 17:39:16 GMT /slideshow/salesforce-case-management-with-canadian-cancer-society-salesforceorg-and-heller-consulting/64844130 HellerConsulting@slideshare.net(HellerConsulting) Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and Heller Consulting HellerConsulting Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end. Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met. In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization. Key Takeaways: - Live demo of case management in Salesforce - Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality - Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component - We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller-salesforce-case-manage-webinar-final-160809173916-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end. Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met. In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization. Key Takeaways: - Live demo of case management in Salesforce - Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality - Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component - We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.

Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and Heller Consulting from Heller Consulting

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0 Change Workshop: Managing Change to Ensure a Technology Project's Success - Heller Consulting - 16NTC /slideshow/change-workshop-managing-change-to-ensure-a-technology-projects-success-heller-consulting-16ntc/59951350 heller16ntcchangemanagementss-160323192200
Smita Vadakekalam (Heller Consulting) and Sandi Reinardy (University of Wisconsin Foundation) discussed practical strategies to prepare, communicate, and manage change in a technology project. Following the interactive workshop, participants will leave with fundamental tools and templates to facilitate both current and future change management projects.]]>
Smita Vadakekalam (Heller Consulting) and Sandi Reinardy (University of Wisconsin Foundation) discussed practical strategies to prepare, communicate, and manage change in a technology project. Following the interactive workshop, participants will leave with fundamental tools and templates to facilitate both current and future change management projects.]]> Wed, 23 Mar 2016 19:22:00 GMT /slideshow/change-workshop-managing-change-to-ensure-a-technology-projects-success-heller-consulting-16ntc/59951350 HellerConsulting@slideshare.net(HellerConsulting) Change Workshop: Managing Change to Ensure a Technology Project's Success - Heller Consulting - 16NTC HellerConsulting Smita Vadakekalam (Heller Consulting) and Sandi Reinardy (University of Wisconsin Foundation) discussed practical strategies to prepare, communicate, and manage change in a technology project. Following the interactive workshop, participants will leave with fundamental tools and templates to facilitate both current and future change management projects. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller16ntcchangemanagementss-160323192200-thumbnail.jpg?width=120&height=120&fit=bounds" /> Smita Vadakekalam (Heller Consulting) and Sandi Reinardy (University of Wisconsin Foundation) discussed practical strategies to prepare, communicate, and manage change in a technology project. Following the interactive workshop, participants will leave with fundamental tools and templates to facilitate both current and future change management projects.

Change Workshop: Managing Change to Ensure a Technology Project's Success - Heller Consulting - 16NTC from Heller Consulting

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0 Designing Constituent Engagement Journeys to Boost Conversion /slideshow/designing-constituent-engagement-journeys-to-boost-conversion/53997205 hellerdreamforceengagepresi-151015225442-lva1-app6892
At Salesforce's Dreamforce in 2015, Heller Consulting's VP, Digital Agency Jenn Smith spoke in the Foundation Zone about work that Heller has done with the Canadian Cancer Society Saskatchewan to improve the engagement and fundraising of their Relay for Life program. Watch the full video here: https://www.youtube.com/watch?v=MfnI974Zk3o For more details on this project, visit our site here: http://teamheller.com/case-study-ccssk-engagement-journey/]]>
At Salesforce's Dreamforce in 2015, Heller Consulting's VP, Digital Agency Jenn Smith spoke in the Foundation Zone about work that Heller has done with the Canadian Cancer Society Saskatchewan to improve the engagement and fundraising of their Relay for Life program. Watch the full video here: https://www.youtube.com/watch?v=MfnI974Zk3o For more details on this project, visit our site here: http://teamheller.com/case-study-ccssk-engagement-journey/]]> Thu, 15 Oct 2015 22:54:42 GMT /slideshow/designing-constituent-engagement-journeys-to-boost-conversion/53997205 HellerConsulting@slideshare.net(HellerConsulting) Designing Constituent Engagement Journeys to Boost Conversion HellerConsulting At Salesforce's Dreamforce in 2015, Heller Consulting's VP, Digital Agency Jenn Smith spoke in the Foundation Zone about work that Heller has done with the Canadian Cancer Society Saskatchewan to improve the engagement and fundraising of their Relay for Life program. Watch the full video here: https://www.youtube.com/watch?v=MfnI974Zk3o For more details on this project, visit our site here: http://teamheller.com/case-study-ccssk-engagement-journey/ <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerdreamforceengagepresi-151015225442-lva1-app6892-thumbnail.jpg?width=120&height=120&fit=bounds" /> At Salesforce's Dreamforce in 2015, Heller Consulting's VP, Digital Agency Jenn Smith spoke in the Foundation Zone about work that Heller has done with the Canadian Cancer Society Saskatchewan to improve the engagement and fundraising of their Relay for Life program. Watch the full video here: https://www.youtube.com/watch?v=MfnI974Zk3o For more details on this project, visit our site here: http://teamheller.com/case-study-ccssk-engagement-journey/

Designing Constituent Engagement Journeys to Boost Conversion from Heller Consulting

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0 NPSP and NGO Connect Review for Nonprofits /HellerConsulting/npsp-and-ngo-connect-review-for-nonprofits ngocnpspexecutivesummary2015-151015224615-lva1-app6892
Fundraising management is the cornerstone of Salesforce1 for Nonprofits. Recognizing that organizations will have different needs depending on how much fundraising they do and what fundraising approaches they use, the Salesforce Foundation recommends implementing one of two donor management applications as part of your Salesforce1 for Nonprofits environment: the Nonprofit Starter Pack (NPSP) or NGO Connect. The Nonprofit Starter Pack and NGO Connect are very different applications that are intended for different markets.]]>
Fundraising management is the cornerstone of Salesforce1 for Nonprofits. Recognizing that organizations will have different needs depending on how much fundraising they do and what fundraising approaches they use, the Salesforce Foundation recommends implementing one of two donor management applications as part of your Salesforce1 for Nonprofits environment: the Nonprofit Starter Pack (NPSP) or NGO Connect. The Nonprofit Starter Pack and NGO Connect are very different applications that are intended for different markets.]]> Thu, 15 Oct 2015 22:46:15 GMT /HellerConsulting/npsp-and-ngo-connect-review-for-nonprofits HellerConsulting@slideshare.net(HellerConsulting) NPSP and NGO Connect Review for Nonprofits HellerConsulting Fundraising management is the cornerstone of Salesforce1 for Nonprofits. Recognizing that organizations will have different needs depending on how much fundraising they do and what fundraising approaches they use, the Salesforce Foundation recommends implementing one of two donor management applications as part of your Salesforce1 for Nonprofits environment: the Nonprofit Starter Pack (NPSP) or NGO Connect. The Nonprofit Starter Pack and NGO Connect are very different applications that are intended for different markets. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/ngocnpspexecutivesummary2015-151015224615-lva1-app6892-thumbnail.jpg?width=120&height=120&fit=bounds" /> Fundraising management is the cornerstone of Salesforce1 for Nonprofits. Recognizing that organizations will have different needs depending on how much fundraising they do and what fundraising approaches they use, the Salesforce Foundation recommends implementing one of two donor management applications as part of your Salesforce1 for Nonprofits environment: the Nonprofit Starter Pack (NPSP) or NGO Connect. The Nonprofit Starter Pack and NGO Connect are very different applications that are intended for different markets.

NPSP and NGO Connect Review for Nonprofits from Heller Consulting

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0 Marketing Automation for Nonprofits - Heller Consulting /slideshow/marketing-automation-for-nonprofits-heller-consulting/53996746 hellerconsultingmarketingautomation4nonprofits-151015223324-lva1-app6891
Nonprofit supporters are looking for more and more personalized ways to support the missions they love. And nonprofits are realizing that it’s time to take the plunge to deliver deeper relationships through sophisticated constituent relationship management systems, access to big data, robust dashboards, relevant and inspirational content, and the latest and greatest that marketing technology has to offer. In fact, when it comes to email marketing, digital fundraising, advocacy and acquisition, it’s no surprise that marketing automation technology is at the top of many nonprofit’s wish lists. But where do you start? Heller Digital’s forthcoming paper is designed to give you helpful tips how to take on marketing automation and learn from nonprofit pioneers who have already blazed the trail. We conducted interviews with leading organizations and gathered insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology (without tearing your hair out)]]>
Nonprofit supporters are looking for more and more personalized ways to support the missions they love. And nonprofits are realizing that it’s time to take the plunge to deliver deeper relationships through sophisticated constituent relationship management systems, access to big data, robust dashboards, relevant and inspirational content, and the latest and greatest that marketing technology has to offer. In fact, when it comes to email marketing, digital fundraising, advocacy and acquisition, it’s no surprise that marketing automation technology is at the top of many nonprofit’s wish lists. But where do you start? Heller Digital’s forthcoming paper is designed to give you helpful tips how to take on marketing automation and learn from nonprofit pioneers who have already blazed the trail. We conducted interviews with leading organizations and gathered insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology (without tearing your hair out)]]> Thu, 15 Oct 2015 22:33:23 GMT /slideshow/marketing-automation-for-nonprofits-heller-consulting/53996746 HellerConsulting@slideshare.net(HellerConsulting) Marketing Automation for Nonprofits - Heller Consulting HellerConsulting Nonprofit supporters are looking for more and more personalized ways to support the missions they love. And nonprofits are realizing that it’s time to take the plunge to deliver deeper relationships through sophisticated constituent relationship management systems, access to big data, robust dashboards, relevant and inspirational content, and the latest and greatest that marketing technology has to offer. In fact, when it comes to email marketing, digital fundraising, advocacy and acquisition, it’s no surprise that marketing automation technology is at the top of many nonprofit’s wish lists. But where do you start? Heller Digital’s forthcoming paper is designed to give you helpful tips how to take on marketing automation and learn from nonprofit pioneers who have already blazed the trail. We conducted interviews with leading organizations and gathered insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology (without tearing your hair out) <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerconsultingmarketingautomation4nonprofits-151015223324-lva1-app6891-thumbnail.jpg?width=120&height=120&fit=bounds" /> Nonprofit supporters are looking for more and more personalized ways to support the missions they love. And nonprofits are realizing that it’s time to take the plunge to deliver deeper relationships through sophisticated constituent relationship management systems, access to big data, robust dashboards, relevant and inspirational content, and the latest and greatest that marketing technology has to offer. In fact, when it comes to email marketing, digital fundraising, advocacy and acquisition, it’s no surprise that marketing automation technology is at the top of many nonprofit’s wish lists. But where do you start? Heller Digital’s forthcoming paper is designed to give you helpful tips how to take on marketing automation and learn from nonprofit pioneers who have already blazed the trail. We conducted interviews with leading organizations and gathered insights on how to approach a new marketing automation effort, what to look out for, and how to make the most of this technology (without tearing your hair out)

Marketing Automation for Nonprofits - Heller Consulting from Heller Consulting

]]> 313 9 https://cdn.slidesharecdn.com/ss_thumbnails/hellerconsultingmarketingautomation4nonprofits-151015223324-lva1-app6891-thumbnail.jpg?width=120&height=120&fit=bounds document Black http://activitystrea.ms/schema/1.0/post

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0 Taking Engagement Seriously - Heller Consulting /slideshow/taking-engagement-seriously-heller-consulting/53996583 hellerconsultingtakingengagementseriouslysummary-151015222640-lva1-app6891
Failure to engage with constituents results in a loss of connection, dollars, and goodwill. A strong CRM (Constituent Relationship Management) system, encompassing business processes, engagement strategy, and technology, is crucial for connecting with constituents when they are ready to respond to your requests. When you align these elements, constituents feel that you are working with them towards a common goal, prompting deeper commitment and higher response rates. So where do you start? - Start with a vision - Develop your engagement strategy - Break down the silos - Consider marketing automation - Measure, test, and rely on your data]]>
Failure to engage with constituents results in a loss of connection, dollars, and goodwill. A strong CRM (Constituent Relationship Management) system, encompassing business processes, engagement strategy, and technology, is crucial for connecting with constituents when they are ready to respond to your requests. When you align these elements, constituents feel that you are working with them towards a common goal, prompting deeper commitment and higher response rates. So where do you start? - Start with a vision - Develop your engagement strategy - Break down the silos - Consider marketing automation - Measure, test, and rely on your data]]> Thu, 15 Oct 2015 22:26:40 GMT /slideshow/taking-engagement-seriously-heller-consulting/53996583 HellerConsulting@slideshare.net(HellerConsulting) Taking Engagement Seriously - Heller Consulting HellerConsulting Failure to engage with constituents results in a loss of connection, dollars, and goodwill. A strong CRM (Constituent Relationship Management) system, encompassing business processes, engagement strategy, and technology, is crucial for connecting with constituents when they are ready to respond to your requests. When you align these elements, constituents feel that you are working with them towards a common goal, prompting deeper commitment and higher response rates. So where do you start? - Start with a vision - Develop your engagement strategy - Break down the silos - Consider marketing automation - Measure, test, and rely on your data <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerconsultingtakingengagementseriouslysummary-151015222640-lva1-app6891-thumbnail.jpg?width=120&height=120&fit=bounds" /> Failure to engage with constituents results in a loss of connection, dollars, and goodwill. A strong CRM (Constituent Relationship Management) system, encompassing business processes, engagement strategy, and technology, is crucial for connecting with constituents when they are ready to respond to your requests. When you align these elements, constituents feel that you are working with them towards a common goal, prompting deeper commitment and higher response rates. So where do you start? - Start with a vision - Develop your engagement strategy - Break down the silos - Consider marketing automation - Measure, test, and rely on your data

Taking Engagement Seriously - Heller Consulting from Heller Consulting

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0 The Connected Nonprofit: Fundraising with NGO Connect /slideshow/heller-fundraisingngo-connect/41829546 heller-fundraising-ngoconnect-141120165056-conversion-gate02
Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.]]>
Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.]]> Thu, 20 Nov 2014 16:50:56 GMT /slideshow/heller-fundraisingngo-connect/41829546 HellerConsulting@slideshare.net(HellerConsulting) The Connected Nonprofit: Fundraising with NGO Connect HellerConsulting Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/heller-fundraising-ngoconnect-141120165056-conversion-gate02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.

The Connected Nonprofit: Fundraising with NGO Connect from Heller Consulting

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0 Maximize year end fundraising with Classy and Heller /slideshow/maximize-year-end-fundraising-with-classy-and-heller/40977208 maximizeyear-endfundraisingwithclassyandheller-141031145851-conversion-gate01
The year-end fundraising season is coming fast. It’s not too late to get everything in shape to make your end of year the best it can be. In this webinar fundraising experts Jenn Smith from Heller Consulting and Mike Spear from Classy show you what you can do now to make sure you get the most out of the biggest fundraising season of the year. View the webinar at http://teamheller.com/yearend/]]>
The year-end fundraising season is coming fast. It’s not too late to get everything in shape to make your end of year the best it can be. In this webinar fundraising experts Jenn Smith from Heller Consulting and Mike Spear from Classy show you what you can do now to make sure you get the most out of the biggest fundraising season of the year. View the webinar at http://teamheller.com/yearend/]]> Fri, 31 Oct 2014 14:58:51 GMT /slideshow/maximize-year-end-fundraising-with-classy-and-heller/40977208 HellerConsulting@slideshare.net(HellerConsulting) Maximize year end fundraising with Classy and Heller HellerConsulting The year-end fundraising season is coming fast. It’s not too late to get everything in shape to make your end of year the best it can be. In this webinar fundraising experts Jenn Smith from Heller Consulting and Mike Spear from Classy show you what you can do now to make sure you get the most out of the biggest fundraising season of the year. View the webinar at http://teamheller.com/yearend/ <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/maximizeyear-endfundraisingwithclassyandheller-141031145851-conversion-gate01-thumbnail.jpg?width=120&height=120&fit=bounds" /> The year-end fundraising season is coming fast. It’s not too late to get everything in shape to make your end of year the best it can be. In this webinar fundraising experts Jenn Smith from Heller Consulting and Mike Spear from Classy show you what you can do now to make sure you get the most out of the biggest fundraising season of the year. View the webinar at http://teamheller.com/yearend/

Maximize year end fundraising with Classy and Heller from Heller Consulting

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0 Salesforce Summer '14 Release Highlights /slideshow/salesforce-summer-14-release-highlights/37769844 salesforcesummer14release-marypustejovsky-140807115041-phpapp02
Salesforce's Summer '14 release is packed with new updates. Here are some highlights that Mary Pustejovsky is looking forward to using most and how they can benefit your nonprofit organization as well. ]]>
Salesforce's Summer '14 release is packed with new updates. Here are some highlights that Mary Pustejovsky is looking forward to using most and how they can benefit your nonprofit organization as well. ]]> Thu, 07 Aug 2014 11:50:41 GMT /slideshow/salesforce-summer-14-release-highlights/37769844 HellerConsulting@slideshare.net(HellerConsulting) Salesforce Summer '14 Release Highlights HellerConsulting Salesforce's Summer '14 release is packed with new updates. Here are some highlights that Mary Pustejovsky is looking forward to using most and how they can benefit your nonprofit organization as well. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/salesforcesummer14release-marypustejovsky-140807115041-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Salesforce's Summer '14 release is packed with new updates. Here are some highlights that Mary Pustejovsky is looking forward to using most and how they can benefit your nonprofit organization as well.

Salesforce Summer '14 Release Highlights from Heller Consulting

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0 Heller Consulting & Stayclassy's Webinar on Engaging New & Casual Donors /slideshow/heller-stay-classy032714final/32829782 hellerstayclassy032714final-140327174102-phpapp01
�ݺ�ߣs from the webinar that Stayclassy and Heller Consulting presented on March 27th, 2014 on how to engage both new and casual donors. Nonprofit organizations can expect to learn about how to more efficiently communicate with donors and how to strategize and plan a year-long engagement calendar for your organization. ]]>
�ݺ�ߣs from the webinar that Stayclassy and Heller Consulting presented on March 27th, 2014 on how to engage both new and casual donors. Nonprofit organizations can expect to learn about how to more efficiently communicate with donors and how to strategize and plan a year-long engagement calendar for your organization. ]]> Thu, 27 Mar 2014 17:41:02 GMT /slideshow/heller-stay-classy032714final/32829782 HellerConsulting@slideshare.net(HellerConsulting) Heller Consulting & Stayclassy's Webinar on Engaging New & Casual Donors HellerConsulting �ݺ�ߣs from the webinar that Stayclassy and Heller Consulting presented on March 27th, 2014 on how to engage both new and casual donors. Nonprofit organizations can expect to learn about how to more efficiently communicate with donors and how to strategize and plan a year-long engagement calendar for your organization. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerstayclassy032714final-140327174102-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds" /> �ݺ�ߣs from the webinar that Stayclassy and Heller Consulting presented on March 27th, 2014 on how to engage both new and casual donors. Nonprofit organizations can expect to learn about how to more efficiently communicate with donors and how to strategize and plan a year-long engagement calendar for your organization.

Heller Consulting & Stayclassy's Webinar on Engaging New & Casual Donors from Heller Consulting

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0 Bridging the Gap Between Social and CRM /HellerConsulting/bridging-the-gap-between-social-and-crm hellerbridgingsocialmediacrm-140313152534-phpapp02
Heller Consulting's slides from Nten.org's Nonprofit Technology Conference in Washington DC on March 14th, 2014. #14NTC ]]>
Heller Consulting's slides from Nten.org's Nonprofit Technology Conference in Washington DC on March 14th, 2014. #14NTC ]]> Thu, 13 Mar 2014 15:25:33 GMT /HellerConsulting/bridging-the-gap-between-social-and-crm HellerConsulting@slideshare.net(HellerConsulting) Bridging the Gap Between Social and CRM HellerConsulting Heller Consulting's slides from Nten.org's Nonprofit Technology Conference in Washington DC on March 14th, 2014. #14NTC <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/hellerbridgingsocialmediacrm-140313152534-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Heller Consulting's slides from Nten.org's Nonprofit Technology Conference in Washington DC on March 14th, 2014. #14NTC

Bridging the Gap Between Social and CRM from Heller Consulting

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0 Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM /slideshow/audc-presentation-by-smita-from-heller-consulting-on-fundraising-and-the-power-of-crm/29117136 audcfinalpresentation-nonotes-smita-131211124249-phpapp01
Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM]]>
Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM]]> Wed, 11 Dec 2013 12:42:49 GMT /slideshow/audc-presentation-by-smita-from-heller-consulting-on-fundraising-and-the-power-of-crm/29117136 HellerConsulting@slideshare.net(HellerConsulting) Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM HellerConsulting Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/audcfinalpresentation-nonotes-smita-131211124249-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds" /> Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM

Avectra Users & Developers Conference (AUDC) Presentation by Smita Vadakekalam from Heller Consulting on Fundraising and the Power of CRM from Heller Consulting

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0 https://cdn.slidesharecdn.com/profile-photo-HellerConsulting-48x48.jpg?cb=1523618281 We help nonprofits optimize their strategy and technology to advance their missions. teamheller.com https://cdn.slidesharecdn.com/ss_thumbnails/hellerstratuslivepresentations171024-171025152524-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/heller-and-stratuslive-crm-options-for-enterprise-nonprofits/81199374 CRM Options for Enterp... https://cdn.slidesharecdn.com/ss_thumbnails/crm-options-clearviewcrm-heller-consulting-171002171829-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/crm-options-for-enterprise-nonprofits-clearviewcrm/80370722 CRM Options for Enterp... https://cdn.slidesharecdn.com/ss_thumbnails/heller-roundcorner-ngoconnect-webinar-170830204420-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/ngo-connect-crm-options-for-enterprise-nonprofits/79300622 NGO Connect: CRM Optio...