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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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Here are our most recent posts:


10th Annual Bridge Conference

Posted by on Jul 2, 2015 in Blog, events | 0 comments

The 10th annual Bridge Conference in Washington, DC is almost here! This event brings together the best integrated marketing and fundraising experts from around the country. Each of the sessions are designed to provide you with in-depth knowledge on the newest trends in fundraising, strategic marketing solutions, insights into improving your ROI and much more. With over 77 sessions featuring experts from the field, the Bridge Conference is a great opportunity to network with like-minded professionals and expand your skill set. Heller...

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Taking Engagement Seriously – The CRM System

Posted by on Jun 30, 2015 in Blog, CRM | 0 comments

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the...

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Case Study: Project Open Hand

Posted by on Jun 23, 2015 in Case Study, NGO Connect, Salesforce.com | 0 comments

Project Open Hand was created as an effort to fight the AIDS epidemic in 1985. Since then, it has grown into an incredible organization that serves the Bay Area’s most vulnerable citizens who are fighting serious illness, isolation, and the challenges associated with old age. Today, Project Open Hand has over 100 volunteers and delivers more than 2,500 meals and 200 bags of groceries every single day. For some time, Project Open Hand was using multiple, disconnected systems to manage interactions with clients, volunteers, and donors,...

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NGO Connect Feature: Demographics

Posted by on Jun 16, 2015 in Blog | 0 comments

NGO Connect (formerly known as roundCause) was developed as an application that specializes in addressing sophisticated, multi-channel fundraising management needs for larger organizations without compromising the native strengths and innovations of Salesforce. In general, NGO Connect offers more complex functionality than the Nonprofit Starter Pack, and also offers additional features in areas such as events and grants management that the NPSP does not include. Also unlike NPSP, there is a per-license annual cost associated with NGO Connect....

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Salesforce Connections Conference – New York City

Posted by on Jun 11, 2015 in Blog, events, Salesforce.com | 0 comments

Next week, the Salesforce Connections Conference is coming to New York City. As one of the largest digital marketing events of the year, Salesforce Connections is an excellent opportunity to experience the new era of marketing up close and personal! It’s not easy to keep up with the tools and techniques that successful nonprofits are using for effective communication today. That is why the Salesforce Connections Conference is an event you cannot miss! Each day is packed with breakout sessions, product tutorials, and presentations from...

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Four Steps to Create an Engagement Journey

Posted by on Jun 9, 2015 in Digital Agency, Fundraising | 0 comments

Over the past few years, many organizations who rely on run/walk fundraisers are experiencing lower than expected revenue. What’s causing that trend? Is the world suddenly sick of putting themselves under physical stress for a good cause? Since millions of people continue to sign up for these activities, marathons, and even more strenuous events every year, that doesn’t seem to be the case. Maybe it isn’t the event itself that has gotten stale – maybe it’s the outdated marketing techniques that go along with them. With new and more exciting...

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Advancement Connect: Giving Summaries

Posted by on Jun 2, 2015 in Blog | 0 comments

Advancement Connect has surpassed the Nonprofit Starter Pack and traditional advancement applications to become the long-awaited “next generation” solution that eliminates data silos, provides the coveted “360-degree view” of constituents, and drives increased engagement and fundraising. As a top choice for higher education institutions, Salesforce has a combination of unparalleled success of the CRM platform. 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...

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Taking Engagement Seriously – The CRM Vision

Posted by on May 26, 2015 in Blog, CRM, Digital Agency, NonProfit | 0 comments

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the...

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Salesforce World Tour – Washington D.C.

Posted by on May 21, 2015 in Blog, events, Salesforce.com | 0 comments

In one week, organizations from across the country will be sharing the secrets to their success at the Salesforce World Tour in Washington, D.C. Keeping up with the newest tools and techniques for nonprofit success is no easy task, which is why the Salesforce World Tour in Washington, D.C. is such a great opportunity. Register now to experience the latest Salesforce products in action during classes, sessions, and workshops with other nonprofit professionals just like you. The Salesforce World Tour has the innovation and fun of a mini...

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CRM Governance – Donors are Eggstra Special!

Posted by on May 19, 2015 in Blog, CRM | 0 comments

A CRM deployment requires its own relationship management strategy. You may have separate entities each having their own spreadsheets, databases and rules. Having all this information in one place, your new CRM, means that you have to discuss governance. By this, I mean governance of data management (what users can do what to the records), governance of the donor (who “owns” the donor) and governance of business process (which department wins). Considerations for effective data and donor governance: Consider an open data management model. I’m...

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