Email Marketing Automation can have a huge impact on your organization. It allows you to better target your audiences to get the best possible engagement. You probably already know that you could use it, but making a decision on which option is best for you can be challenging. In a webinar with Predictive Response and Idealist Consulting, they discuss how to make email marketing automation work for your organization and go into detail on three types of automation campaigns.Read More
Advancement Connect has leapfrogged both the Nonprofit Starter Pack and traditional advancement 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. Salesforce is a top choice for higher education institutions because of the combination of unparalleled success of the CRM platform and the significant investment that the Salesforce Foundation has made to leverage that platform in support of nonprofits’ success. When you’re ready to make the move to Salesforce and Advancement Connect, there are a number of things we want to make sure you’re ready to take advantage of, ten of which are listed in Heller Consulting’s white paper, Salesforce’s Connected Campus and Advancement Connect. Today we will be going over Ease of Access and Viewing.Read More
Like cupcakes vs. blueberries, not all data are of equal nutritional value. And like the pull of a plate of cupcakes, organizations often say they want to know “everything about everyone.” The CRM itself reinforces this “must-fill-in-record” temptation visually – through empty fields! That said, an animal welfare organization likely doesn’t need to know that I’m a left-handed.
Your CRM can capture a seemingly unlimited amount of dimensions about a constituent – like I’m a lefty and wear black socks – but it doesn’t mean it should. As you work through a new CRM, consider data and data management. It’s a perfect time to get fit.Read More
With the growth of Cloud Computing and the Salesforce Platform, many people are looking to learn how to work within this space and increase their skill level. While some of the terminology may seem foreign, the Salesforce community has developed a wealth of resources for you to use, whether you want to learn new concepts or deepen your existing understanding of the platform.Read More
Back in November, Heller Consulting teamed up with roundCorner and Alliance to Save Energy for a webinar about NGO Connect. Part one of the transcript is available here. Stuart Longley from roundCorner gave a demonstration on some of the most important features of NGO Connect explaining both the functionality and the daily use and benefit of these tools. Here is a brief overview of what he covered.Read More