Your Salesforce Questions Answered by Salesforce MVPs

Salesforce is an incredible piece of software that can be customized to your specific needs, wants and desires, as long as you know how to use it. That’s why last week we outlined 37 posts we’ve written over the last year that are filled with Salesforce tips and tricks designed to help your nonprofit organization get the most out of your Salesforce instance. During Dreamforce, Heller Consulting‘s Salesforce MVP, Mary Pustejovsky, spoke at a Q&A session with other Salesforce experts, answering specific questions from nonprofit organizations just like yours. The panel was moderated by Gorav Seth and also included additional Salesforce MVP’s Bonny Hinners, Sharif Shaalan, Thomas Taylor and Will Nourse.

Read More

Creating a Plan for a Constituent Centered Strategy

Planning a Constituent Centered Strategy

When considering a constituent relationship management (CRM) system, you need to consider how your nonprofit will use it as both a tool and a strategy. This may require a shift in thinking about how your organization manages your constituents as you want to build a relationship with your constituents that is mutually beneficial. Putting your constituents at the center of your strategy will change how your organization thinks, plans, builds and implements campaigns as the main goal will always be to strengthen the overall relationship with your constituent.

Currently, many organizations have an isolated approach where a constituent is just a piece of every department’s puzzle, leading them to be in multiple systems which leads to miscommunication to the constituent and creates poor relationships, but when you put the constituent in the middle, they will have a better relationship experience with your organization.

Read More

Is Your Nonprofit CRMready?

Is Your Nonprofit CRMready?

Last year we put on a successful webinar series designed to help you determine if your nonprofit was ready to consider switching from your legacy system to a constituent relationship management (CRM) system. The webinars were split into 3 main sections: what is CRM, planning for your CRM project and how to make your CRM initiative a success.

To follow along the CRMready theme, we published a series of blog posts to help you start thinking about CRM, get your board on board, as well as some tips and tricks to ensure your implementation goes off without a hitch. Below are all the individual blog posts so you can start the new year off with a refresh of what CRM is or learn more about what roles should be involved with your upcoming CRM initiative.

Read More

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.

Read More

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.

Read More
Page 11 of 28« First...910111213...20...Last »