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Heller Consulting LogoHeller Consulting

Heller Consulting is a nation-wide firm that helps nonprofits streamline their operations and maximize their use of software to advance their missions. Heller Consulting has 40 employees with offices in San Francisco, Chicago, Austin, Boston, and New York, and has helped more than 1000 nonprofits. The company specializes in developing and implementing solutions that allow nonprofits to connect their systems, teams, and communities and build lasting relationships.

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Idealist Consulting LogoIdealist Consulting

Recognized by Hillary Clinton for its thoughtful and honest approach toward business, Idealist Consulting is one of the most tenured consulting firms in the nonprofit sector. Idealist Consulting’s contribution in developing the Nonprofit Starter Pack, the Nonprofit Google Group, and the nonprofit developer wiki reflects its commitment to the nonprofit Salesforce community. Idealist Consulting’s tenure and expertise has made it a valued consulting partner for over 700 nonprofit projects throughout North America including notable organizations such as Nike Foundation, Wounded Warrior Project and The Reebok Foundation Initiative.

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Firefly_full_logo96Firefly Partners

Firefly Partners is a creative services company offering design, strategy and custom development expertise. Focused exclusively on nonprofits, we work with a wide variety of website, fundraising and communication tools. Our mission is simple – we help our clients use online tools and technology to get measurable results (and learn best practices along the way). The team at Firefly truly cares about each project and it shows in our high quality standards , clear communication and attention to detail.

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Here are our most recent posts:

Nonprofit Starter Pack and NGO Connect Review

Posted by on Jan 29, 2015 in Blog, CRM, NGO Connect, NonProfit, | 0 comments

Nonprofit Starter Pack and NGO Connect are two separate entities of the Salesforce1 for Nonprofits Family. While each is part of a long-term roadmap for how an organization can realize the vision of a true Constituent Relationship Management (CRM) and becoming a Connected Nonprofit, they are different applications for different organizations. Each solution has strengths designed to address the specific fundraising needs of each organization depending on its fundraising approach and goals. As a premier partner working with Salesforce, Heller...

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NGO Connect Feature: Online Donation Forms and Event Registration

Posted by on Jan 20, 2015 in Blog, NGO Connect, | 0 comments

In addition to the top five features of NGO Connect, Heller Consulting outlines five important features to take advantage of in their white paper, NGO Connect – Maximizing its Potential for You. So far, we have covered Personal Attention and Event Management. In this post, we will discuss the third NGO Connect feature from this series: Online Donation Forms and Event Registration. NGO Connect recently unveiled two built-in online tools for donations and events. The first is the Connect package, which provides an online form builder tool...

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NGO Connect Feature: Workflow and Validation

Posted by on Jan 13, 2015 in Blog, NGO Connect, | 0 comments

Announced in September of 2014, NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your entire CRM strategy and constituent engagement channels. Heller Consulting has put together a list of our top 5 favorite features of NGO Connect in our paper, NGO Connect – Maximizing its Potential for You. Today we will be going over the NGO Connect Feature: Workflow and...

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CRM, Requirements Gathering – Not a Snooze-A-Palooza!

Posted by on Jan 9, 2015 in Blog, CRM | 0 comments

Requirements gathering, that is “what business processes do you want to emulate in your CRM” or in more lay terms, “what does your business want to DO” is really a targeted conversation about how your organization wants to move forward with constituent engagement. Ten requirements gathering considerations: Kick start the conversation. Start with topics organized by existing processes; use that as a conversation starter but then pose questions about the ideal world. You don’t want to be constricted by what you currently do because you don’t...

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NGO Connect Feature – Event Management

Posted by on Dec 23, 2014 in Blog | 0 comments

NGO Connect comes with unique event management tools that are a strength of the application. Most nonprofits use various types of events for “friend-raising”, fundraising, and program-related purposes, and may utilize multiple tools to manage them all (including Excel). It is worthwhile to start thinking about how you may transition your event management to take advantage of what NGO Connect has to offer. Ability to manage multi-session, multi-venue conferences and seminars. Most popular traditional donor databases don’t support complex,...

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Components of CRM

Posted by on Dec 19, 2014 in Blog, CRM | 0 comments

CRM is ultimately a strategy, as we’ve discussed at length in our white paper, Making Your CRM Aspiration a Reality. However, implementing the CRM vision relies on physical components to translate that vision into reality. This is why talking about CRM quickly and inevitably leads to such topics as software, websites and integration. Implementation of a CRM vision and strategy are inextricably linked to the technology that enables them. At Heller we used to think about and talk about the technology enabling CRM as if it were a puzzle, a...

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Email Marketing Automation – Webinar Recap

Posted by on Dec 18, 2014 in Blog, Digital Agency, Partners, Technology | 0 comments

So much to do so little time…sound familiar? All of us know the importance of a strong marketing strategy, but when you’re resources and budget are limited, this may get pushed to the back burner. Luckily, there are tools like email marketing automation to help you get back on track while saving time and money. Predictive Response recently had a webinar on this topic illustrating three types of campaigns. Drip Campaigns By definition, a drip campaign sends prewritten messages to a selected group over a specific amount of time. Your...

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NGO Connect Feature: Personal Attention

Posted by on Dec 16, 2014 in Blog, NGO Connect, | 0 comments

Saleforce’s NGO Connect (formerly named roundCause) is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising 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. Part of the reason to go to the Salesforce platform is to give your organization greater capability to...

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CRM, a Change Campaign: You’re Done. Now What?

Posted by on Dec 12, 2014 in Blog | 0 comments

You are done?! Yes, “live” on your CRM! Now what? You want to be more than just “technically” live on CRM – you want people using it in targeted, high-value ways that grow your business. Today’s topic is your “post go live” operations and process. First, though you should have all this outlined, resourced, communicated weeks before go live. In fact, to be most effective, create your staffing plan and process for post-implementation before you even begin your CRM project. With the proper resources in place, you can achieve practical success...

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Year-End Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…

Posted by on Dec 10, 2014 in Blog, Digital Agency, Fundraising | 0 comments

Many organizations struggle with the decision of whether or not to post a dollar amount during their fundraising campaign. While it can be stressful and at times quite scary (what if the goal is not met?), announcing a number is helpful in motivating and inspiring your donors to give more. In her post, “Year-end Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…” Heller Consulting’s Jenn Smith goes over setting goals during a year-end fundraising campaign. Here are some of the points she covers: Creating a “hook” for your fundraising...

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