SF1 for Nonprofits: Highlight on Fundraising and Recurring Donations

Salesforce1 for Fundraising
Next up in our series highlighting the four pillars of the Salesforce1 for Nonprofits strategy is the biggie: fundraising. Fundraising is so integral to most nonprofit’s process that it is the most critical piece for your CRM to nail. Happily, in the past six months or so, great strides have been made in this area, most notably with the development of roundCause. This post will get into some of the sea changes we have seen and how your organization can pivot to meet new donor expectations.

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What’s New in Salesforce NPSP 3 (Cumulus)?

NPSP_Cumulus_Update_Salesforce
The Salesforce Nonprofit Starter Pack 3 (NPSP 3) – previously referred to as Project Cumulus – is here! You may have heard rumblings for a while that the Salesforce Foundation is doing a major overhaul of the Nonprofit Starter Pack. The team has been hard at work to improve the tool and the entire install experience. I’ve tested it out and I am incredibly excited about it.

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How to Articulate a CRM Strategy

Articulate a CRM Strategy

Once your Constituent Relationship Management (CRM) vision has been finalized (and engraved on commemorative coffee mugs) it’s time to validate your vision, to verify that it’s a good business decision and significantly advances your organization’s overall objectives. Successful CRM is really about achieving overall organization objectives through developing and executing well-considered strategies.

To help define your strategy for achieving the CRM vision, consider this excerpt from our Insights Into CRM for Nonprofits paper:

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A Complete CRM Vision: From Beginning-to-End Staffing: Don’t Forget Your Balls

A Complete CRM Vision by Lisa Fay

As your organization prepares for a CRM deployment, it’s critical to determine what you want to look like as an organization after you go live. In this 3-part series, “A complete CRM vision” I will cover three components that should be part of the initial proposal:

  1. A definition of what constitutes CRM use.
  2. CRM ROI. Stay tuned, this conversation has a twist.
  3. Properly aligned staffing models post-deployment, or “from beginning-to-end staffing” – today’s topic.
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Case Study: Implementing an Engagement Center for Canadian Cancer Society of Saskatchewan

Canadian_Cancer_Society_Engagement_Center_Image

While working with the national community-based organization, Canadian Cancer Society in Saskatchewan (CCSSK), Heller Consulting assisted with implementing a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors.

Like many organizations, CCSSK was manually running their Reminder for Life program. While that works for many organizations and can work for many years, CCSSK was ready to upgrade their systems and automate the process. But where do you start? And who has the time to take a break from the Reminder for Life program to automate the process to save CCSSK time down the road?

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