Heller Consulting

What Heller Consulting does

Heller Consulting is a privately held technology consulting firm founded in 1996 that specializes in CRM strategy, implementation, and change management for nonprofit, education, and healthcare organizations. The firm operates platform-agnostically across Salesforce (Nonprofit Cloud, NPSP, Education Cloud, Experience Cloud), Microsoft (Dynamics, Cloud for Nonprofits, Fundraising and Engagement, Copilot AI), Blackbaud (Raiser's Edge NXT), and Kindsight (Ascend), with additional HubSpot Solutions Partner status. Heller's 51-100 employees deliver custom-scoped, multi-year professional services engagements including technology strategy and planning, end-to-end CRM implementation, change leadership and adoption, data strategy and migration, and managed services post-implementation. The firm has built proprietary assets including the Donor Data Hub identity resolution product and Heller Accelerators for Microsoft Dynamics, plus a Responsible AI for Nonprofits service line featuring an AI Preparedness Assessment framework.

The business model is professional services revenue via custom-scoped engagements, complemented by managed services for ongoing support. Heller reaches clients through direct enterprise sales, content marketing, the Salesforce AppExchange (5-star rated), the HubSpot marketplace, NTEN community participation, and partner referrals from Salesforce, Microsoft, Blackbaud, and Kindsight. Notable client engagements include consolidating 20 million contacts for the Canadian Cancer Society across 10 provinces into Salesforce, a Kindsight Ascend deployment for Loyola University Chicago, and CRM implementations for Kansas State University Foundation and Society for Science. The firm is a Certified B Corporation, certified partner across all major nonprofit CRM platforms, and recently expanded via a January 2026 partnership with DMI to add a unified data services offering, signaling a strategic move up the value chain from implementation toward recurring data management revenue.

Name

Heller Consulting

Legal name

Heller Consulting

Website

https://teamheller.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

51–100 employees

Short description

Heller Consulting is a privately held technology consulting firm that helps nonprofit, education, and healthcare organizations select, implement, and adopt CRM platforms including Salesforce, Microsoft, Blackbaud, and Kindsight. Founded in 1996, the firm delivers strategy, implementation, change management, and AI advisory services.

Ownership category

akta.pro rank

Product category

Nonprofit Technology Consulting Services

NAICS

Computer Systems Design and Related Services (54151), Other Management Consulting Services (541618), Computer Systems Design Services (541512)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

CRM Managed Services & Support (BPAEAGAD), CRM Strategy & Consulting (BPAFAFAA), Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• CRM implementation services
• Nonprofit technology consulting
• Salesforce nonprofit partner
• Change management consulting
• Data services nonprofits

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Technology Strategy Consulting: Advisory services helping nonprofit, education, and healthcare organizations develop technology roadmaps, select CRM platforms, and align technology investments with strategic goals.
2. CRM Implementation Services: End-to-end implementation of Salesforce, Microsoft, Blackbaud, and Kindsight platforms, including configuration, data migration, integration, and launch support.
3. Change Management Services: Change leadership services including implementation readiness, user adoption planning, training, and organizational enablement to support technology transitions.
4. Managed Services: Ongoing managed services for clients post-implementation, providing continued technical support and system optimization.
5. Data Services: Data strategy, data hygiene, governance, and data management services to support CRM ecosystems and AI readiness.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Heller Consulting provides technology strategy consulting, end-to-end CRM implementation services, change management, AI preparedness, and data services for nonprofit, education, and healthcare organizations. Core implementations span Salesforce (Nonprofit Cloud, NPSP, Experience Cloud, Education Cloud, Kindsight Ascend), Microsoft (Dynamics, Cloud for Nonprofits, Fundraising and Engagement), and Blackbaud (Raiser's Edge NXT). Its proprietary product, Donor Data Hub, provides identity resolution and donor data matching for nonprofit CRM ecosystems.

Product overview

Heller Consulting offers technology strategy and consulting services as a services-plus-platform portfolio rather than a single unified product. The core offerings include Technology Strategy & Planning, CRM Implementation Services (for Salesforce, Microsoft, Blackbaud, and Kindsight), Change Leadership/Change Management, Responsible AI Consulting, and Data Services. Supporting these core services are specialized implementation modules for Salesforce (including Experience Cloud, Marketing Cloud, and Kindsight Ascend), Microsoft Dynamics, Blackbaud Raiser’s Edge NXT, and Kindsight Ascend. Their proprietary product is the Donor Data Hub, which provides nonprofit constituent data management with identity resolution. All services target nonprofit, education, and healthcare organizations seeking CRM transformation.

Differentiator

Problem solved

Functional benefit

Brands

• Donor Data Hub: A product offering for donor data management and identity resolution.
• Responsible AI

Products and services

• Technology Strategy & Planning Consulting service to develop technology strategies, document organizational requirements, compare and assess software options, and select tools aligned with mission-driven goals for nonprofit, education, and healthcare organizations.
• CRM Implementation Services Multi-step implementation process leveraging decades of experience and industry best practices to deliver CRM projects (Salesforce, Microsoft, Blackbaud, Kindsight) on schedule and on budget for mission-driven organizations.
• Change Leadership / Change Management Change management services including implementation readiness, user adoption planning, launch strategy, stabilization and enablement, and project assessment and recovery for technology transitions.
• Responsible AI Consulting AI adoption guidance including AI Preparedness Assessment to help nonprofits address AI challenges, uncover strategic opportunities, develop AI strategy, and create implementation roadmaps for ethical AI use.
• Salesforce Services Implementation and consulting services for Salesforce Nonprofit Cloud, NPSP, and related Salesforce ecosystem products including Experience Cloud, Marketing Cloud, and Kindsight Ascend.
• Microsoft Services Implementation services for Microsoft Dynamics and Microsoft Cloud for Nonprofit solutions, including custom Heller Accelerators for nonprofit fundraising functionality.
• Blackbaud Services Implementation and consulting services for Blackbaud Raiser's Edge NXT, including data management, gift processing optimization, and database view support.
• Kindsight Ascend Implementation Implementation partner services for Kindsight Ascend, a Salesforce managed package for fundraising, including discovery, configuration, and training for advancement teams.
• Data Services Data strategy, management, hygiene, governance, and migration services to help nonprofits integrate information from multiple sources and prepare data for advanced analytics and AI readiness.
• Donor Data Hub A proprietary Heller Consulting product for nonprofit constituent data management featuring identity resolution capabilities to unify donor data across multiple sources.
• Managed Services Ongoing technical support, maintenance, and system optimization services for nonprofit CRM implementations post-launch.

Quantifiable outcome

• Consolidated 20 million contacts and related engagement history for Canadian Cancer Society across 10 provinces into a single Salesforce platform.
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability11 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• SalesforcecoreTechnology or IntegrationHeller Consulting is a certified Salesforce consulting partner with a 5-star rating on the AppExchange. The firm implements Salesforce Nonprofit Cloud, NPSP, Experience Cloud, and Education Cloud solutions for nonprofit, education, and healthcare clients. Salesforce is one of the primary platforms the firm specializes in alongside Microsoft and Blackbaud.
• MicrosoftcoreTechnology or IntegrationHeller Consulting is a certified Microsoft partner with expertise in Microsoft Dynamics, Cloud for Nonprofits, and Microsoft Copilot AI. The firm has built custom Accelerators on the Dynamics platform for nonprofit fundraising functionality. Heller also participates in the Microsoft Equality Partner program and Microsoft Tech Community (Nonprofit Techies).
• BlackbaudcoreTechnology or IntegrationHeller Consulting is a Blackbaud partner listed in the Blackbaud Marketplace as part of the BigFuture Partner Network. The firm provides implementation and optimization services for Blackbaud Raiser’s Edge NXT and related Blackbaud CRM platforms.
• KindsightcoreImplementation/ SI/ Consulting PartnerHeller Consulting is a deeply experienced and recognized implementation partner for Kindsight Ascend, a Salesforce-based fundraising customization package. The firm has completed many large-scale, complex Ascend implementations for higher education and nonprofit clients. Heller also supports clients in the new Kindsight Fundraising Platform which combines Ascend with iWave donor intelligence data.
• HubSpotminorChannel Partner/ Reseller/ DistributorHeller Consulting is a HubSpot Solutions Partner Program member, listed in the HubSpot marketplace (partner ID 3381189) offering solutions integration services.
• NTEN (Nonprofit Technology Enterprise Network)coreStrategic or Co-development PartnerHeller Consulting actively participates in the NTEN community and keeps close watch on DEI work and industry standards developed by NTEN. The firm sponsors NTEN events including the Nonprofit Technology Conference. Lyndal Cairns received the 2015 NTEN Award for services to the nonprofit tech sector. Heller also contributed to the 2024 Nonprofit Digital Investments Report in partnership with NTEN.
• DMI (Data Management International)coreStrategic or Co-development PartnerHeller Consulting and data services firm DMI joined forces to create a new data services offering for the social sector. The partnership aims to set a new standard for how organizations harness technology and data, bringing infrastructure, data, and processes into a single stream for nonprofit, education, and healthcare clients. This was announced via a January 2026 blog post titled ‘Heller redefines social sector tech with data services arm’.
• Microsoft Equality Partner ProgramminorGTM or Marketing PartnerHeller Consulting participates in the Microsoft Equality Partner program, aligning with Microsoft’s DEI and social impact initiatives. This partnership reflects Heller’s own stated commitment to diversity, equity, and inclusion.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Silverline (Accenture): Salesforce-focused consultancy (now part of Accenture) that delivers CRM implementations across financial services, healthcare, and nonprofit verticals. Directly overlaps Heller on Salesforce engagements with deeper parent-company bench.
• Attain Partners: Consulting firm focused on education, nonprofit, and public sector technology transformations. Attain's higher-ed and K-12 advancement CRM work overlaps directly with Heller's higher education Salesforce and Kindsight Ascend engagements.
• Simplus (Infosys): Salesforce implementation consultancy (now part of Infosys) covering CRM, industry clouds, and managed services. Competes with Heller on mid-market and enterprise CRM pursuits with global delivery capacity.
• Slalom: US-based mid-to-large consultancy with a deeply established Salesforce, Microsoft, and nonprofit/education practice. Slalom is Heller's closest head-to-head competitor for mid-market and enterprise CRM implementation deals in the same verticals.
• RoundCorner: Specialized Salesforce consulting firm focused on nonprofit and education implementations. Competes head-to-head with Heller on Salesforce NPSP and Education Cloud deployments for mid-sized mission-driven organizations.
• West Monroe Partners: Mid-sized US management and technology consultancy with strong CRM, cloud, and digital transformation capabilities. Comparable scale and engagement model to Heller, with overlapping pursuits in healthcare and nonprofit sectors.

Broad incumbents

• Deloitte Digital: Global consultancy with a large Salesforce, SAP, and Oracle practice serving nonprofit, healthcare, and higher education clients. Competes with Heller on large transformation deals and brings substantially greater delivery capacity.
• Capgemini Invent: Global consulting and systems integration arm of Capgemini with CRM, cloud, and data transformation capabilities. Overlaps with Heller on enterprise CRM pursuits where clients demand global delivery footprints.
• Huron Consulting Group: Larger professional services firm with a dedicated higher education and healthcare practice that includes CRM and ERP implementation. Competes with Heller on enterprise-scale advancement and fundraising technology engagements.
• Accenture: Global systems integrator with an established Salesforce, Microsoft, and nonprofit practice. Represents both a competitor (large enterprise deals) and a potential acquirer for a firm of Heller's size and specialty.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/heller-consulting

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heller Consulting