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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: 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 | 0 comments

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 | 0 comments

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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Salesforce Learning Resources

Posted by on Mar 17, 2015 in Blog, Partners, Salesforce.com, Tech Tips, Technology | 2 comments

With the growth of Cloud Computing and the Salesforce Platform, many people are looking to learn how to work within this space and increase their skill level. While some of the terminology may seem foreign, the Salesforce community has developed a wealth of resources for you to use, whether you want to learn new concepts or deepen your existing understanding of the platform. Below is a list of general Salesforce topics that can answer some initial questions about the platform and how it works. Introduction about Cloud Computing Salesforce...

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CRM, Go Live Day – Be Pacific

Posted by on Mar 10, 2015 in Blog, CRM, NonProfit | 1 comment

You’re live on your new CRM. All that work, leading to this moment. Like landing at warm and sunny locale in February. Or, for you winter lovers, hopping off the gondola at the top of the mountain and putting on those skis. 9 specific “go live” considerations: Perfectly imperfect. Have a process and resource in place to handle errors and questions as they come up. And they will. Despite all your testing, errors and weird situations will arise. It’s some sort of law. Not everyone is as excited as you are. While of course go live is a huge...

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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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