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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:

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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Best Practices in Change Management

Posted by on Dec 8, 2014 in Blog, CRM | 0 comments

The real challenges to implementing CRM are defining your overall strategy and managing the organizational change necessary to make it happen. Over the past few weeks, we’ve discussed our top insights into change management we’ve gleaned from our work with nonprofits of all sizes and types. Today, we’ve gathered them into one post for your convenience. Still have questions? Check out our white papers on CRM and change management. Best Practices in Change Management Involve Everyone Focus and Set Expectations Prepare to Communicate...

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The Feeling of CRM

Posted by on Dec 5, 2014 in Blog, CRM | 0 comments

What exactly is the feeling of CRM? Does it have a feeling, or is it just a communication industry buzz phrase? I’m certain that it does have a feeling, and an important one that can help measure how effective a CRM is. The way I experience it, the feeling of CRM comes from when I know an organization remembers me. Not just knows my name and email address, but actually recognizes me as a person beyond just simple data points. It’s a similar to the feeling I get when a server at my favorite restaurant knows I’ll like today’s special. I’m not...

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Top 5 Favorite Features of NGO Connect and Salesforce

Posted by on Dec 3, 2014 in Blog, NGO Connect, | 0 comments

These are some of the top features that customers report that their user bases find very useful (even fun!) and make the switch to and NGO Connect even more worthwhile. These features are great examples of the difference that the Salesforce platform can make for your organization. In the past, traditional donor databases just didn’t have the computing power or architectural flexibility to offer functionality like this. Now, in the current era of powerful cloud-based applications like Salesforce, and with a stronger value placed...

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Fundraising with NGO Connect: The Connected Nonprofit – Webinar Recap

Posted by on Dec 1, 2014 in Blog, Fundraising, NGO Connect, | 0 comments

If you missed Heller Consulting’s Fundraising with NGO Connect webinar last month, fear not. Here’s a brief overview of what happened. Watch the full presentation over at Heller Consulting’s site, and check out the slides below.. Alliance to Save Energy (ASE) was one of the first organizations to be up and running with NGO Connect, the newest member of the Salesforce1 for Nonprofits family. While there are always benefits to being first, there is also a level of risk involved when leading a fleet into uncharted territory. Fortunately ASE was...

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NGO Connect Feature: Salesforce Case Management

Posted by on Nov 26, 2014 in Blog, NGO Connect, | 0 comments

Heller Consulting put together a list of the top 5 NGO Connect features in their paper, NGO Connect – Maximizing its Potential for You. So far, we have gone over Ease of Access and Viewing, Giving Summaries, Badges and Chatter. Today we will be going over Salesforce Case Management. For many types of organizations, Cases are perhaps the most unanticipated favorite feature of moving to the Salesforce platform. Cases allow organizations to take customer service and responsiveness to new levels. While your current donor database likely has...

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