Connected Cause
From Heller Consulting, Connected Cause is for technology leaders at nonprofit, education, and healthcare orgs. The show brings on thought leaders from the cause sector to hear how organizations should be buying tech, trends impacting nonprofits, and how to support staff members using technology. More info at teamheller.com
Connected Cause
Mastering Salesforce for nonprofits: Tools and tactics
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Choosing the right CRM can feel daunting for nonprofits balancing limited budgets, staff capacity, and growing data demands. In this episode of Connected Cause by Heller Consulting, we break down what Salesforce actually offers nonprofits—and how to decide which path makes sense for your organization.
We explore the differences between Salesforce’s two nonprofit solutions—Nonprofit Success Pack (NPSP) and Agentforce Nonprofit—including functionality, cost considerations, and long-term trade-offs. You’ll hear how each option supports fundraising, program management, and outcomes tracking, where their strengths diverge, and why Salesforce is investing its future innovation in Agentforce Nonprofit.
The episode also covers common challenges nonprofits face with Salesforce—from licensing costs and learning curves to ongoing maintenance—and practical steps for getting started, including how the Power of Us program fits into the equation and when expert partner support can make the biggest difference.
Whether you’re new to Salesforce or reassessing your current setup, this conversation will help you make a clearer, more confident decision about how to use Salesforce to support your mission—now and into the future.
