Components of CRM

Components of CRM

CRM is ultimately a strategy, as we’ve discussed at length in our white paper, Making Your CRM Aspiration a Reality. However, implementing the CRM vision relies on physical components to translate that vision into reality. This is why talking about CRM quickly and inevitably leads to such topics as software, websites and integration. Implementation of a CRM vision and strategy are inextricably linked to the technology that enables them.

At Heller we used to think about and talk about the technology enabling CRM as if it were a puzzle, a seemingly apt metaphor with multiple pieces that all fit together to form a whole. Each piece has a unique function and before a puzzle is finished, it’s not fulfilling its purpose. But when complete, it’s very clear that the efforts to put it together have been successful, and the job is done. The puzzle will stay finished forever.

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Email Marketing Automation – Webinar Recap

Predictive Response Webinar

So much to do so little time…sound familiar? All of us know the importance of a strong marketing strategy, but when you’re resources and budget are limited, this may get pushed to the back burner. Luckily, there are tools like email marketing automation to help you get back on track while saving time and money. Predictive Response recently had a webinar on this topic illustrating three types of campaigns.

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NGO Connect Feature: Personal Attention

NGO Connect Feature: Personal Attention

Saleforce’s NGO Connect (formerly named roundCause) is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

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CRM, a Change Campaign: You’re Done. Now What?

CRM, a Change Campaign: you’re done, now what?

You are done?! Yes, “live” on your CRM! Now what? You want to be more than just “technically” live on CRM – you want people using it in targeted, high-value ways that grow your business.

Today’s topic is your “post go live” operations and process. First, though you should have all this outlined, resourced, communicated weeks before go live. In fact, to be most effective, create your staffing plan and process for post-implementation before you even begin your CRM project. With the proper resources in place, you can achieve practical success (in addition to technical success) through proper communications and expectations management.

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Year-End Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…

Year-End Fundraising Hot Topic

Many organizations struggle with the decision of whether or not to post a dollar amount during their fundraising campaign. While it can be stressful and at times quite scary (what if the goal is not met?), announcing a number is helpful in motivating and inspiring your donors to give more.

In her post, “Year-end Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…” Heller Consulting’s Jenn Smith goes over setting goals during a year-end fundraising campaign. Here are some of the points she covers:

  • Creating a “hook” for your fundraising campaign – keeping up with year-end competition with a compelling and urgent campaign
  • Developing a “fundraising number” – setting an attainable, achievable goal that will motivate your donors
  • What to do if you don’t reach your goal – planning, preparing, and handling your approach if you don’t hit your fundraising number

This is just the tip of the iceberg, so make sure to head over to the Heller’s website to read the full article.

Need help with your year-end campaign or establishing a public-facing goal? Heller Consulting can help! Give us a call or use our contact form to find out more about our Digital Agency Services.

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