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KELL360™ For
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Learn how KELL360™ can help your organization simplify the path to Salesforce success
Learn how KELL360™ can help your organization simplify the path to Salesforce success
Learn how KELL360™ can help your organization simplify the path to Salesforce success
Learn how KELL360™ can help your organization simplify the path to Salesforce success
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.
Here’s what you get with the NPSP “out of the box”.
Everything you need in a full-feature Nonprofit CRM.
Features | NPSP | KELL360™ |
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 🙂 |
Or still need a few answers? Find the right fit for your org.
Contact one of our Salesforce Experts, we’re happy to help.
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