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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 Salesforce.com 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 Salesforce.com 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 Feature: Demographics

Posted by on Mar 3, 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. Last month we covered Data Model and Functionality, today we will go over...

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Fundraising with NGO Connect: Webinar Transcript Part 2

Posted by on Feb 24, 2015 in Blog, NGO Connect, Partners, Salesforce.com | 0 comments

Back in November, Heller Consulting teamed up with roundCorner and Alliance to Save Energy for a webinar about NGO Connect. Part one of the transcript is available here. Stuart Longley from roundCorner gave a demonstration on some of the most important features of NGO Connect explaining both the functionality and the daily use and benefit of these tools. Here is a brief overview of what he covered. roundCorner was given a lot of flexibility from Salesforce to build a robust donor management and constituent engagement system. In order to...

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2015 Nonprofit Technology Conference

Posted by on Feb 19, 2015 in Blog, events, NonProfit, Salesforce.com, Technology | 2 comments

It’s that time of the year again! In just under two weeks, thousands of people will head to Austin, TX to attend the 2015 Nonprofit Technology Conference (15NTC). Organizations of all sizes and missions will be in attendance sharing their successes and failures as well as tips and techniques for how to make a nonprofit the best it can be. The Nonprofit Technology Conference is one of the most anticipated events in the nonprofit community and the 2015 conference will not disappoint! This year’s agenda includes a Science Fair exhibit hall, over...

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CRM, User Acceptance Testing (UAT)…Unite All Teams (UAT)

Posted by on Feb 17, 2015 in Blog, CRM, NonProfit | 0 comments

And yet another acronym – UAT. User Acceptance Testing. It sounds so brainwashy. Let’s change that attitude and, while we’re at it, the words behind the acronym. The purpose of UAT is for end-users to take a look at new but-not-final system. That said, it’s much more than a series of scripts and tests; it’s an opportunity to Unite All Teams. UAT, that’s much better. Ten UAT considerations: Change management. A successful UAT should result in only minor grumbling (because of course, you did such an excellent job gathering requirements while...

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Nonprofit Starter Pack feature: Data Model and Functionality

Posted by on Feb 10, 2015 in Blog, CRM, NGO Connect, NonProfit, Salesforce.com, SocialMedia | 1 comment

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. NPSP 3 has also been updated to fully support Salesforce 1 for Nonprofits. Updates to the application are pushed out every few weeks and update your system...

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Fundraising with NGO Connect: Webinar Transcript

Posted by on Feb 3, 2015 in Blog | 0 comments

On November 20, Keith Heller talked with Joe Jagassar of Alliance to Save Energy, one of the first organizations to go live with NGO Connect. Also joining the conversation was Nick Ward, founder of NGO Connect creators roundCorner, as well as NGO Connect expert Stuart Longley providing a detailed demo of the product. The first part of the transcript is below, and you can watch the full webinar here. Bryan Giese serves as moderator and starts off the presentation. Bryan: Hi everyone thank you for joining us. Today Heller Consulting and...

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Nonprofit Starter Pack and NGO Connect Review

Posted by on Jan 29, 2015 in Blog, CRM, NGO Connect, NonProfit, Salesforce.com | 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, Salesforce.com | 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, Salesforce.com | 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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