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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:

SF1 for Nonprofits: Highlight on Fundraising and Recurring Donations

Posted by on Jul 28, 2014 in Blog, Experts | 0 comments

Next up in our series highlighting the four pillars of the Salesforce1 for Nonprofits strategy is the biggie: fundraising. Fundraising is so integral to most nonprofit’s process that it is the most critical piece for your CRM to nail. Happily, in the past six months or so, great strides have been made in this area, most notably with the development of roundCause. This post will get into some of the sea changes we have seen and how your organization can pivot to meet new donor expectations. Today’s Donor Donor’s behaviors and expectations are...

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What’s New in Salesforce NPSP 3 (Cumulus)?

Posted by on Jul 25, 2014 in Blog, | 0 comments

The Salesforce Nonprofit Starter Pack 3 (NPSP 3) – previously referred to as Project Cumulus – is here! You may have heard rumblings for a while that the Salesforce Foundation is doing a major overhaul of the Nonprofit Starter Pack. The team has been hard at work to improve the tool and the entire install experience. I’ve tested it out and I am incredibly excited about it. The best place to get all the details is in the Salesforce Foundation HUB group here or from the full documentation. Below is a quick overview of some of the...

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How to Articulate a CRM Strategy

Posted by on Jul 23, 2014 in Blog, CRM | 0 comments

Once your Constituent Relationship Management (CRM) vision has been finalized (and engraved on commemorative coffee mugs) it’s time to validate your vision, to verify that it’s a good business decision and significantly advances your organization’s overall objectives. Successful CRM is really about achieving overall organization objectives through developing and executing well-considered strategies. To help define your strategy for achieving the CRM vision, consider this excerpt from our Insights Into CRM for Nonprofits paper: “The goal of a...

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A Complete CRM Vision: From Beginning-to-End Staffing: Don’t Forget Your Balls

Posted by on Jul 21, 2014 in Blog, CRM, Partners | 2 comments

As your organization prepares for a CRM deployment, it’s critical to determine what you want to look like as an organization after you go live. In this 3-part series, “A complete CRM vision” I will cover three components that should be part of the initial proposal: A definition of what constitutes CRM use. CRM ROI. Stay tuned, this conversation has a twist. Properly aligned staffing models post-deployment, or “from beginning-to-end staffing” – today’s topic. While planning a CRM deployment, it’s easy to get overwhelmed with the myriad of...

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Case Study: Implementing an Engagement Center for Canadian Cancer Society of Saskatchewan

Posted by on Jul 18, 2014 in Blog, Case Study, Community, | 0 comments

While working with the national community-based organization, Canadian Cancer Society in Saskatchewan (CCSSK), Heller Consulting assisted with implementing a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors. Like many organizations, CCSSK was manually running their Reminder for Life program. While that works for many organizations and can work for many years, CCSSK was ready to upgrade their systems and automate the process. But where do you start? And who has the time to take a break...

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Recap of Bridge Conference #Bridge14 Tweets

Posted by on Jul 16, 2014 in Blog, SocialMedia | 1 comment

Last week was the 9th Annual Bridge to Integrated Marketing & Fundraising Conference, also known as Bridge Conference, BridgeConf and #Bridge14 for short. Speakers included a wide array of people from organizations like Sierra Club, Humane Society International, American Institute of Architects Foundation, American Red Cross, National Wildlife Federation, Wounded Warrior Project and more. Sessions ranged from direct marketing to planned giving, data and analytics to lessons and case studies to digital, web, email, social and mobile...

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5 Essential Elements for a Strong Fundraising Campaign

Posted by on Jul 14, 2014 in Blog, Experts | 1 comment

When it comes to planning and executing a successful advocacy or fundraising campaign online, you don’t have to reinvent the wheel. By using these five essential elements, you can lay the foundation for your next online campaign and start to see your efforts pay off. Foresight can be 20/20 Taking the time to plan carefully, anticipate challenges, target your audience, and set measurable goals will affect your end campaign results significantly. Take advantage of the early planning phase to craft a realistic timeline, define roles and...

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SF1 for Nonprofits: Highlight on Communications

Posted by on Jul 11, 2014 in Blog, Experts, | 0 comments

A few weeks back we talked about Communities, the first pillar of the Salesforce1 (SF1) for Nonprofits strategy: what they are and how to best utilize a communities manager. Today we’re back to dig into the next pillar: Communications. What does communications mean to nonprofits today, and how can your organization start thinking in new ways about your communication strategy, regardless of budget? As devoted followers of The Connected Cause, you know better than most that “communication” means many things to nonprofits today – it...

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After the Run/Walk/Ride: How to Avoid Dropping the Relationship You Just Built with Your Participants like Hot Potatoes

Posted by on Jul 9, 2014 in Blog, Digital Agency | 1 comment

No one ever intends to do it. Maybe you’ve even tried to plan on NOT doing it. But for so many organizations, the resources, time and the effort that goes into the planning, execution and of course the fundraising involved with peer-to-peer events mean that when the last participant crosses the finish line, you are simply tapped out. Done. Finito. It’s a critical moment. And the time you should be doing everything you can to continue to build on the great relationship you just developed with donors and participants. Here’s 5 tips to make sure...

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How to Articulate a CRM Vision

Posted by on Jul 7, 2014 in Blog, CRM | 1 comment

We’ve come to understand that putting your whole Constituent Relationship Management (CRM) picture together is a journey of three stages from aspirational to strategic to practical. It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous, giving you: Measurable outcomes Greater commitment from all levels of the organization Confidence derived from sound planning We cover all three areas in Heller Consulting’s paper, Making CRM a Reality, but today we are going to focus on the first,...

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