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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:

Integrating Social and CRM on Nonprofit Radio

Posted by on Aug 29, 2014 in Blog, CRM | 1 comment

During NTEN’s Nonprofit Technology Conference (NTC) in March, Bryan Giese and Jenn Smith of Heller Consulting were asked to join Tony Martignetti on his Nonprofit Radio Show. They discussed how to integrate Social Media and Constituent Relationship Management (CRM) Systems. Below is a snippet of their interview with Tony as he dived right into the questions and asked Bryan to define CRM, beyond the acronym for Constituent Relationship Management System. How Do You Define CRM Bryan’s definition: A CRM is the underlying systems that...

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#1 Secret Ingredient for Peer-to-Peer Success

Posted by on Aug 27, 2014 in Blog, Experts | 0 comments

There’s a secret ingredient that’s important for cooking up a successful peer-to-peer campaign. Can you guess what (or who) it is? Here’s a hint: they are passionate about your cause, some of your biggest advocates, and often have a strong connection with your mission. That’s right, your team captains are the special sauce. When you’re creating a communication strategy for your peer-to-peer campaign, it’s important to make team captains a big part of the recipe. Here are 5 easy ways to stir team captains into the mix: Welcome Them Profusely...

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A Complete CRM Vision: Don’t adopt CRM: Make Your Own Lines

Posted by on Aug 25, 2014 in Blog, CRM, Partners | 0 comments

As your organization prepares for a CRM deployment, DO NOT discuss an adoption strategy; it’s the wrong conversation. Rather you should define and agree upon what constitutes CRM use and then make those processes mandatory. This is second in a 3-part series, “A complete CRM vision” – designed to help you plan your CRM. On July 21, I covered “From beginning-to-end staffing models” CRM ROI. Stay tuned, this will be the final post – it will not be what you expect How to define what constitutes CRM use, today’s topic. CRM Adoption....

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EZ Project Debrief Process

Posted by on Aug 22, 2014 in Blog, Experts | 0 comments

Hooray! You finally made it to the finish line of your latest online project. The project was big and daunting and you feel like you just completed an Ironman triathlon. You swam through the choppy budget waters without drowning, rode past all those deadline checkpoints, and somehow managed to run to the finish line just in time for launch. By the time you cross that finish line you probably just want to collapse in exhaustion and forget it ever happened. But just like a good post-race routine that helps your body recover and prepare for the...

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Transforming CRM Vision into a Reality

Posted by on Aug 20, 2014 in Blog, CRM | 0 comments

We’ve come to understand that putting your whole Constituent Relationship Management picture together is a journey of three stages from aspirational to strategic to practical. It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous: Measurable outcomes Greater commitment from all levels of the organization Confidence derived from sound planning Increased likelihood of success in implementation The three stages that relate to the aspirational, strategic and practical aspects of the CRM...

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Consultants: the Toughest Partner You’ll Ever Love

Posted by on Aug 18, 2014 in Blog, Experts | 1 comment

Being founded by a Peace Corps volunteer, we have a fondness at Idealist Consulting for the slogan, “the toughest job you’ll ever love.” We find it is an apt way to describe the consultant-nonprofit relationship as well: when it goes well, it is life-changing, but when it goes poorly, cultures collide and no one wins. This post was originally written with the Salesforce community in mind (you can read our full case for hiring a Salesforce consultant here), but the tips are equally applicable for anyone embarking on large technology projects....

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What To Do With CRM Data

Posted by on Aug 15, 2014 in Blog, CRM | 0 comments

HARK! And ye shall hear the Gospel of Data that has been foretold by the Prophets of CRM! Sound familiar? I hear it all the time. There’s been a shift in the world from what was considered “Mass Communications” to the Next Generation of “Personalized Messaging.” (That was bad, I’m sorry.) There are a variety of CRM solutions to choose from, but the same questions always come up: What can I do with this data? How do I use it? How will access to this data improve my organization? These are great questions and deserve a great answer, although to...

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Are you leading with great content or following a calendar?

Posted by on Aug 13, 2014 in Blog, Digital Agency | 0 comments

Does this scenario sound familiar? Every single department in you organization decides that they need to send an email to “THE LIST” about important issue x, y or z. One department, usually the development team or the advocacy or marketing team, wants to control the amount and type of emails sent to “THE LIST.” Epic battles ensue. Who gets to decide what goes to the list when and what gets prioritized? Everyone feels their message is critical and has to go out to supporters. In the end, you come up with a solution that is often wrapped around...

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SF1 for Nonprofits: Highlight on Program Management

Posted by on Aug 11, 2014 in Blog, Experts, | 0 comments

You made it to our 4th post on Salesforce1 for Nonprofits, congratulations! You’ve seen so far how you can make the most of the communities manager role, learned what some of the latest trends are in email service providers, and learned how solutions like roundCause can help you take your fundraising and recurring donations strategy to the next level. In this final post we’ll first define how program management is generally understood in the nonprofit world, then dive into two specific examples SF1 for nonprofits including client work we’ve...

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Why We Need Communities

Posted by on Aug 8, 2014 in Blog | 1 comment

I was talking to a group of online friends last week about online interaction and Salesforce Communities, and the conversation took a surprising turn. Every person in the discussion has been online for a long (very long) time. We all have used just about every chat, message, and interaction tool that has come through our cyberspace. We have all been participating, moderating, and/or managing several communities since our first BBS experiences. (I said a long time, right?) What was really surprising to me was that we weren’t just talking about...

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