Nonprofit Success Pack

Help your team achieve more with the Salesforce Nonprofit Success Pack

The folks at KELL Partners have been unbelievable. I haven’t had any question or concern go unanswered. Working with them truly saves me time, and in a nonprofit organization, time is not on my side.

- Lynn Simon, Gloria Gemma

Compare KELL360 and view detailed features

 

KELL360 starts with the Nonprofit Success Pack and adds a ton of features, see how this compares when selecting the NPSP alone and see the difference between our standard implementation and our Quickstart option.

Nonprofit Success Pack

OUT OF THE BOX

Here's what you get with the NPSP "out of the box".

KELL360 Standard

BUNDLED FOR SUCCESS

Everything you need in a full-feature Nonprofit CRM.

KELL360 Quickstart

Just the Essentials

A foundation for success well beyond "out of the box".

FEATURES NPSP KELL 360 STANDARD KELL 360 QUICKSTART
Affiliate individuals with companies to track employment status changes
Address synchronization with the household
Track multiple addresses, including seasonal locations
Automatic Google maps integration
Support for geolocation tracking with third-party services
Manage multiple email addresses and preferences
Track home, work and mobile phones and phone preferences
Automatically calculated current year giving history
Automatically calculated hard-credit giving history two years back
Automatically calculated hard-credit giving history five years back
Automatically calculated soft-credit giving history five years back
Exclude special donations or campaigns from calculated giving history values
Track Gender, Marital Status and Age
Track detailed solicitation preferences at the contact and household level
When marked Deceased, all solitication preferences are automatically updated
Upload photos of contacts
Track current and former board memberships and automatically update contact and households
Track major gift readiness, inclination and capacity
Automatic link to most recent open major gift opportunity
Automatically capture the amount, stage and date of the most recent open major gift
Automatic link to most recent and largest household contributions
Automatic link to second-prior individual contribution for trend comparison
Automatically calculated current year giving history
Automatically calculated hard-credit giving history two years back
Automatically calculated hard-credit giving history five years back
Automatically calculated soft-credit giving history five years back
Exclude special donations or campaigns from calculated giving history values
Auto-soft crediting of all household members for gifts made from third parties
Automatic link to most recent and largest household contributions
Track detailed solicitation preferences at the contact and household level
Manage pledges with defined schedules and payments
Track companies which match gifts for individuals and their matching rules and submission criteria
Associate matched gifts and assign soft-credits to each individual
Split donations by funds and manage allocations by GL
Post allocations to lock-down critical values from changing
Permission-based reversal of posted allocations
Current sustainer giving information is automatically populated for every donor
Automatically charge credit cards and ACH donors for recurring gifts
Primary fund auto-populated on donations for easy reporting
Create export templates for your GL combining donations, funds, households, donors and more
View payment details at both the donation and payment record
PCI Level 1 security for all transactions
Capture donations online with innumerable and customizable online forms
Capture and automatically process recurring gifts with multiple payment options
Utilize Salesforce secure hosting and SSL certificates or host your forms on your own domain
Offer credit card and automated check (ACH) payments
Determine matching rules for automatic comparison and merging with existing contacts
Support for multiple payment gateways for multiple bank accounts with no additional cost
Automatically generate and send rich HTML email receipts via customizable templates
Funds are automatically received in your bank within 48 hours of donor payment
Your organization's name appears on the donors credit card statement
Permission-restricted transaction refunds
Set dynamic giving levels based on individual donor history
Create mobile-friendly fully responsive donation forms
Virtual terminal processing for credit card and ACH
Re-charge previously processed credit cards at the donors request
Track grants by stage, by type, and by funder
Track grant milestones and deadlines
Track critical requirements and dates by grant stage
Analyze your grant funding pipeline using Salesforce reports
Manage individual portfolios for each solicitor
Track all activities, emails, correspondence, attachments, relationships and affiliations
Track each individual's inclination, capacity, readiness, and target ask amount
The next open major gift opportunity record is automatically populated on every contact
Built natively on the Salesforce.com platform
Send blast and scheduled email
Automated emails based on data in Salesforce
Drag and drop email editor (WYSIWYG) or insert raw HTML
Dynamic content to insert specific words or phrases based on constituent information
Email ROI analysis, know the value of donations generated by each email
Preview emails in all major email clients (e.g. Gmail, Outlook, Apple Mail) ahead of publication
Preview spam compliance on draft email messages
Allow recipients to manage their individual subscriptions
Track email opens and web page click throughs in real-time
Conduct A/B testing on email subject lines
Create multiple campaigns for different appeals or organizing efforts
Nest sub-campaigns together within a "parent" campaign and aggregate results for analysis
Automatically capture donations by campaign for tracking analysis
Calculate campaign ROI based on set costs and automatically calculated responses
Manage tasks, notes and attachments per campaign
Automatically associate contacts with a campaign based on individual attributes
Set a default Fund per campaign for automatic donation allocations
Capture online or offline "box office" registrations
Supports multiple registration site templates
Supports paid and RSVP-only events
Offer multiple registration levels per event
Capture custom input fields per registration level
Discount codes and volume discounts per level
Set inventory limits per level
Set registration open and closed dates and times in advance
Optionally require acceptance of terms and conditions
Supports credit card, ACH, invoice, and PO payments for registrations
Publish multiple registration sites with custom content and branding per event
Embedded Google maps
Send registration and attendee emails automatically, unique per level
Optional timeout for registration commitments
Automatically generate and send receipts via email
Create custom ticket templates and set numerical ticket assignments
Create and print custom name badges
Check-In & Check-Out attendees via tablet or mobile device
Create table records with appropriate seats
Drag and drop attendees to create customizable table seating assignments
Merge any data into a Microsoft Word, Excel or PowerPoint template
Conditionally merge content based on data attributes
Create multiple merge processes for different needs (e.g. gift acknowledgements, event invitations, tax summaries)
Restrict merge functionality by staff profiles
Create new merge templates without using the difficult MS Word merge features
Output merged results as PDF or Word documents
Send merge results via email as attachments
Merge single documents or in mass
Automatically record updates on records when merges have occurred (e.g. record acknowledgements)
Automatically store merged documents as attachments on individual records
Optionally integrated merge processes with digitial signature solutions like DocuSign
Create reports and dashboards on any data type in the database using a drag and drop interface
Summarize values automatically in reports
Create matrix (pivot-table) style reports for analysis
Add graphical charts to reports
Use relative dates in reports (e.g. TODAY, LAST WEEK, NEXT MONTH)
Create report-based calculated values
Set conditional color-coded highlights within reports
Organize reports in folders and optionally restrict access by user profile
Schedule automatic regular email delivery of reports
Export report results as CSV or Excel files
Use reports to populate campaign members for grouping individuals
Subscribe to select reports and be automatically notified when specific conditions are met
Use pre-built giving reports to analyze LYBUNT, SYBUNT and multi-year giving histories
Customizable user profiles and permissions for granular security
Mobile applications for iOS, Android and Windows devices
Create custom fields, objects and user page layouts
Everything Salesforce Enterprise Edition has to offer :)

 

Ready to get started?
Or still need a few answers?
Find the right fit
for your org.
Contact one of our salesforce
experts, we’re happy to help.
Salesforce Partner
Seven Steps to Salesforce Success

GET OUR LATEST GUIDE

7 Steps to Salesforce Success

KELL Partners helped guide the deployment of our CRM system and provided a way to integrate key components of our grant application process. As a result, we’ve reduced a tremendous amount of staff time and manual work that previously was required to keep the Foundation’s grants program successfully moving forward.

avatar

Zach Riggle, U.S. Soccer Foundation

The folks at KELL Partners have been unbelievable. I haven’t had any question or concern go unanswered. Working with them truly saves me time, and in a nonprofit organization, time is not on my side.

avatar

Lynn Simon, Gloria Gemma

Turning a horrible, disastrous data issue into a positive experience is no easy task and KELL made that possible. They were a pleasure to work with and very patient with my technological shortcomings.

avatar

Julie Brown, Farmer Veteran Coalition

KELL Partners did a great job with all the complexities in managing very different data, creating the custom objects we needed, and making sure everything functioned the way we needed it to. We were very happy with their ability to work within our budget. I highly recommend the KELL team.

avatar

Lynnda Simpson, Brent’s Place

KELL guided our Salesforce implementation process with great attention and respect, even though our project was a very small one. Everyone was responsive to our needs, and kept implementation on time and budget. We definitely recommend their services to other not-for-profit organizations!

Doreen Baker, Asian Human Services

We had a wonderful experience with KELL Partners. The staff is friendly, accommodating, and knowledgeable in all areas. We will continue to use KELL for consultation on a need basis for our database.

quote-sallyjoe

SallyJoe Guznik, Tree Pittsburgh

KELL Partners was an amazing find for us, and we couldn't have completed our database transition without them. The staff continues to amaze me with their diversity and breadth of knowledge and skills. I highly recommend them as a partner. They will help you succeed!

quote-jillian

Jillian Arthur, Marathon Kids

KELL is more like a partner than a vendor. They’re very responsive, incredibly easy to work with and approach projects with your organization’s best interests in mind.

quote-audrey

Audrey Glaser, Austin Partners in Education

KELL Partners were dynamic leaders and collaborators during our NGO Connect implementation. We plan to expand our usage of NGO Connect, but for now, we have a solid foundation in place to support our organization’s growth.

Erica Poellot, Harm Reduction Coalition