Best Practices in CRM for Nonprofits

Best Practices in CRM for Nonprofits

Is your nonprofit a bit disorganized with data in a bunch of different silos? Are the same constituents in multiple systems which leads to miscommunications or poor communications? While your organization may not realize it, your constituents certainly do as they are receiving misinformation from multiple people in your org. They want to feel like they are treated as a single person, and when you put the constituent at the center of your business.

A few weeks ago Keith Heller, CEO of Heller Consulting, participated in a webinar to discuss best practices for nonprofits with regards to Constituent Relationship Management (CRM) systems. The webinar was co-hosted with StayClassy who talked about their recent integration with Salesforce, and also introduced their new relationship with roundCorner.

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#GivingTuesday 2013 Social Statistics – 338% Increase Over 2012

Hard to believe that #GivingTuesday just had their second annual event this year. Philanthropy.com is reporting that there were over 10,000 nonprofits who participated this year, while 2012 saw only 2,500 participating organizations. There were so many tweets on Tuesday, you’d have thought this has been going on for years! I was curious to see how much they grew through their social efforts from 2012 to 2013, and using Topsy.com I was able to find out.

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How to Approach a CRM Implementation

How to approach CRM Implementation

At Heller Consulting, we often find ourselves managing projects where we are bringing an organization from disparate systems into a centralized system or Constituent Relationship Management (CRM) System. After so many implementations, we believe we’ve found the most effective sequence for approaching a CRM implementation.

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Interview with Causeview: Using Event Management Tools

Interview with Ian Hayes, CEO of Causeview: Using Event Management Tools

With so many conferences, meet-ups and tweet-ups out there, more and more people seem to be adding ‘event manager’ to their job description these days, and nonprofit employees are no different.

Last week we interviewed the President & CEO of the Salesforce app Causeview, Ian Hayes, about event management and how your nonprofit can better understand your event. Ian has a passion for simplifying technology to help organizations operate more efficiently and he started Breakeven for the nonprofit sector after learning about the generous donations that Salesforce makes to organizations. Today Ian is going to share with us some things to consider when looking for a tool to help you plan, manage and run your upcoming events.

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#DF13 Social Snapshot Report

Last week was a blast following along with the #DF13 hashtag. On Monday we compared what services people were using to share their images via Twitter (the results may surprise you), on Tuesday Marc Benioff was incredible quotable throughout his keynote presentation, Wednesday brought us Sheryl Sandberg who told us to stop calling little girls bossy and Thursday was all about the hackathon and the million dollar prize.

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