Salesforce is a robust Constituent Relationship Management (CRM) solution, that has many pieces to customize and tailor to each organization. Because of the complexities of Salesforce, along with their yearly updates, there is a lot to keep up with! Luckily the Salesforce community is a large one with many members eager to help others which provide quite a few options for new (or seasoned) users of Salesforce that need just a little more help.
￼￼Your Constituent Relationship Management (CRM) strategy should then be further articulated in a CRM roadmap – a set of tactical documents that outline the phases and priorities by which the strategy, and thus the vision, will be realized.
There are many moving pieces to be coordinated – people and departments, processes and systems, data and information.
Recently Heller Consulting’s Vice President of Professional Services, Smita Vadakekalam, was asked to participate in an AmeriCorps Alumni webinar to talk about her career in Philanthropy and how she got there. Below is a recap of her experience with the webinar as well as her journey with AmeriCorps.
In May I participated in a webinar titled “Careers in Philanthropy” conducted by the AmeriCorps Alumnus. There were 2 additional panelists who had also served in AmeriCorps and attended the Lily Family School of Philanthropy. I was happy to participate, and was able to reflect on how my experiences as an AmeriCorps member and student of philanthropy connect to the career I have now. I didn’t see it at first, but it soon became clear how my AmeriCorps year at a nonprofit housing developer plus my two years studying philanthropy brought me to Heller Consulting to work in nonprofit technology.Read More
You know the advantages of social media: opening the communication channels with old and new fans, raising brand awareness, improving web traffic, etc…but how do make sure you hit a home run rather than striking out? Whether your organization is new to social media or you have more followers than you can keep track of, keep your eye on the ball and avoid these common mistakes.Read More
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.