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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:


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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Advancement Connect: Ease of Access and Viewing

Posted by on May 5, 2015 in Education, Partners, Salesforce.com | 0 comments

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 Sales- force Foundation has made to leverage that platform in support of...

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Taking Engagement Seriously: Engagement Strategy and Your CRM

Posted by on Apr 28, 2015 in Blog, CRM, Digital Agency, Tech Tips | 1 comment

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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Nonprofit Starter Pack Feature: Ease of Basic Processes

Posted by on Apr 21, 2015 in Blog, CRM, NonProfit, Salesforce.com | 0 comments

The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. Heller Consulting released a white paper describing the basic features of the NPSP. So far we have covered Data Model and Functionality, Demographics, and...

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CRM Fitness -What’s the Nutritional Value of Your Data?

Posted by on Apr 14, 2015 in Blog, CRM, Partners | 1 comment

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....

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Advancement Connect Review

Posted by on Apr 7, 2015 in Blog, Salesforce.com | 0 comments

Colleges and universities across the nation have been struggling to break down data silos between departments and work collaboratively. No technology was up to the task of handling the complexities of interdepartmental relationships while providing a “360-degree view” of each constituent until now. Advancement Connect is the core fundraising element in the Salesforce for Advancement family, and was developed to support Higher Education institutions as they engage with their alumni through traditional, contemporary, and emerging channels. The...

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Why Your Supporters Belong at the Center of Your Marketing

Posted by on Mar 31, 2015 in Blog, CRM, Digital Agency, NonProfit, SocialMedia | 1 comment

Picture your next vacation. What sounds better, a pre-organized group trip to see the sites of one of the world’s greatest cities or something off the beaten path that you can tailor on your own? Depending on your preferences, a tourist-packed extravaganza could seem like a blessing or a curse. The point is that everyone has a different opinion of his or her “ideal” vacation. Your donors are the same way. Some are perfectly happy receiving a flyer in the mail every few months reminding them to donate. Others find these methods outdated and...

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Nonprofit Starter Pack Feature: Financials

Posted by on Mar 24, 2015 in Blog, CRM, NonProfit, Salesforce.com | 0 comments

The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. Heller Consulting released a white paper describing the basic features of the NPSP. So far we have covered Data Model and Functionality and Demographics. Today we...

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