Heller Consulting, Inc.

Heller Consulting (Team Heller) has spent nearly 30 years helping nonprofit, education, and healthcare organizations select, implement, and optimize the technology behind their mission.
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About Heller Consulting

Since 1996, Heller Consulting has worked exclusively with nonprofit, education, and healthcare organizations, trusted by more than 1,500 mission-driven organizations. With certified implementation expertise across Salesforce, Microsoft, Blackbaud, and Kindsight Ascend, Heller takes a platform-agnostic approach, helping organizations choose the right technology for their needs.

How Heller Consulting Works with Omatic

Heller selects, implements, and configures the CRM environment nonprofits run their fundraising and mission work on. Omatic makes sure the data feeding that instance from the rest of the tech stack stays fresh and accurate.

When Heller Consulting and Omatic Cloud work together:

  1. Every implementation is built to last. Heller’s certified consultants implement and configure Salesforce, Microsoft, and Blackbaud platforms around how an organization’s fundraising and program teams actually work.
  1. Records reflect reality. Heller Consulting uses Omatic to pull disparate nonprofit data sources into one cohesive source of truth within a tech stack, so supporter records stay complete and current.
  1. Your leadership gets reporting they can trust. With a well-implemented CRM and clean incoming data working together, Heller’s data strategy and AI-readiness work make reporting easy and reliable.

Services and Capabilities

Technology Strategy

Develop a tailored technology roadmap that matches your organization’s goals, values, and growth stage before you select any tool.

Custom Implementation

Full Salesforce, Microsoft, Blackbaud, and Kindsight Ascend implementations configured around your fundraising and program needs.

Managed Services

Ongoing day-to-day technology support for teams that assistance need after go-live.

Data & AI Readiness

Clean up jumbled or mismatched data and prepare your systems to take advantage of AI-driven tools with confidence.

Change Management

Drive real user adoption by engaging staff directly in planning and implementation, not just training after the fact.

Marketing Automation

Incorporate marketing automation into your broader technology ecosystem for increased supporter engagement.