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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:

Three Takeaways from #14LCS

Posted by on Sep 17, 2014 in Blog | 0 comments

I recently had the chance to participate in NTEN’s inaugural Leading Change Summit, a conference designed for nonprofit leaders. This was a very different sort of conference from NTC – with about 200 attendees, it was much more intimate and the sessions and keynotes were structured in longer chunks, allowing for deeper conversations. There were three track options to accelerate career development: Impact Leadership, Digital Strategy, or the Future of Technology. Here are several of the trends I noticed over the course of three days of...

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Salesforce and roundCorner Release NGO Connect

Posted by on Sep 16, 2014 in CRM, Fundraising, NonProfit,, Technology | 1 comment

The big news for nonprofits this week is the announcement of NGO Connect by Salesforce. As the next step in the evolution of their Salesforce1 for Nonprofits innovation plan, Salesforce has introduced a new app designed to connect the many needs of a modern nonprofit organization all under one roof: NGO Connect. Created in partnership with roundCause developers roundCorner, NGO Connect is focused on creating and managing constituent relationships in ways that have been out of reach for many nonprofits. Key Features in the Cloud Era According...

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Is Your Nonprofit Organization Conversion Ready?

Posted by on Sep 16, 2014 in CRM | 0 comments

As your nonprofit prepares for a Constituent Relationship Management (CRM) implementation that will involve a fundraising system conversion, it is important to consider the qualities that describe an organization that is prepared for such a project. We’ve compiled a list of qualities that you can use as a self-assessment to identify and plan for preparation activities. Project Strategy Qualities Before diving into a big project such as a CRM implementation, your organization should be sure they have documented and communicated the goals and...

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This is Not a CRM

Posted by on Sep 12, 2014 in Blog, CRM | 0 comments

If you subscribe to any of the nonprofit news feeds that I do, you’ve seen a few (or more than a few) articles about Salesforce1 for Nonprofits and a slew of other “CRM” systems. Every one is all new, connects everything together, and makes it easy to do all the things a nonprofit needs to do to deliver on their mission. And while I’m always excited to have more technology companies take an interest in the needs of nonprofits (and we have a lot of needs), I want to give a little blog time back on the concept that is the core issue here: CRM –...

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Salesforce Activities – What You Need to Know [Tech Tips]

Posted by on Sep 10, 2014 in Blog,, Tech Tips | 1 comment

While helping with the Salesforce Foundation office hours a few weeks ago, I was asked an excellent question. Someone asked if there was any place where they could find all the limitations/gotchas on Salesforce Activity records (i.e., Tasks and Events). While I had a few answers, I knew there must be more, and I realized I had never seen a single location describe all of them. I’ve collected all the major ones I could find from friends in the Salesforce Community, both nonprofit and for-profit. This includes fellow MVPs as well as gracious...

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How To Involve Everyone in Change Management

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

We’re covering the most important part of Change Management today: the people. Make sure you involve everyone, and involved them early when taking on a project like a Constituent Relationship Management (CRM) implementation. In order to do this you need identify a few key people to help be your cheerleaders throughout the implementation. Core Leadership Team Identify your core leadership team and cheerleaders who will spearhead the effort. CRM project leaders are the ambassadors of change. These leaders must be ready for the sustained...

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Salesforce1 Community Cloud Announcement

Posted by on Sep 5, 2014 in Blog, | 0 comments

You may have heard the announcement from Salesforce that the Communities product is being re-branded as the Salesforce1 Community Cloud. Many organizations are finding the benefit of online communities and being able to connect core business processes with online engagement, but what does this change mean for you as a nonprofit? Salesforce1 Community Cloud Updates Search Engine Visibility for Public Content With the name re-branding, the press release highlights some of the new features now available in the Summer ’14 release that are...

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Introduction to Change Management

Posted by on Sep 3, 2014 in Blog, CRM | 0 comments

In Heller Consulting’s 18 years of helping nonprofits with their software needs, we’ve learned that change is the most difficult aspect of most projects. As we’ve pioneered broader Constituent Relationship Management (CRM) adoption at organizations – spanning multiple departments and constituencies – this is perhaps even more true. A familiar anecdote in the technology industry is that 70% of projects fail, with user adoption and acceptance being one of the main reasons. So what can you do? Once your organization accomplishes the...

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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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