KELL Partners

Salesforce consulting for nonprofits and education

KELL Partners is a consultancy that helps organizations get more from Salesforce, with two main practices: one for nonprofits and one for schools, colleges and universities. It says it has helped more than 1,000 nonprofits go farther and faster with Salesforce in support of their missions, and its pages are written both for organizations just getting started and for those already using the platform that want to do more with it.

KELL360, a packaged route for nonprofits

The nonprofit practice is built around KELL360, a packaged Salesforce offering that the firm says simplifies the path to success. Its site describes a predictable and proven approach, a list of package features, a comparison against the Nonprofit Success Pack and a recorded product tour. Add-on packs that the firm calls SmartPacks cover particular needs such as fund allocations and Canadian receipting, so a charity that has to issue receipts under Canadian rules does not need to build that capability from scratch.

Support that continues after launch

Ongoing work is sold as managed services. The lines it lists are Salesforce CRM support, Marketing Cloud support, strategic data intelligence, and a strategic technology review for organizations that want an outside view of how their systems are performing and what to change.

Project work

For one-off pieces of work the firm lists data services, custom solutions, system integration and marketing automation. Between them these cover moving and cleaning records, building features the standard platform does not provide, joining Salesforce to other systems, and setting up automated campaigns.

Advancement, admissions and alumni

The education practice covers advancement and fundraising, admissions and enrollment, and student and alumni engagement, with Marketing Cloud as part of the picture. The firm publishes a beginner's guide to Salesforce for education and guidance on migrating an advancement office to Salesforce. It says it can help institutions improve advancement, recruiting, admissions and engagement, and choose the technologies that get the most out of their Salesforce investment.

Guidance for deciding what to do

Beyond the services, the site offers resources aimed at people still weighing their options: a report it says every nonprofit should read, a seven-step outline for success with Salesforce, and a piece on how to tell when to do the work in house and when to hire a Salesforce expert. Visitors who still have questions are invited to contact one of its Salesforce experts to find the right fit for their organization.

KELL Partners is a consultancy working on Salesforce and related marketing technology. It runs a nonprofit practice built around a packaged product called KELL360 and offers a set of managed and project services.

Services

• KELL360 for nonprofits: a packaged Salesforce approach to simplify adoption.
• Managed services: Salesforce CRM and Marketing Cloud support.
• Data intelligence: strategic data work and technology reviews.
• Project services: data services, custom solutions and system integration.
• Marketing automation: set-up and support of automated campaigns.
• Add-on packs: including fund allocation and Canadian receipting.

Who it works with

Nonprofit organisations, among them a case study for MS Canada.

Key facts

• Platform: Salesforce
• Product line: SmartPacks and KELL360