Data Management
Clean & Improve Your Salesforce Data
Just like with your house, you’re never, ever done (we really mean never) with managing and maintaining your data. Maintaining a clean constituent database is a difficult task. By its nature, constituent data is highly dynamic and tends to go out-of-date quickly. There seem to always be errors, dupes, or format inconsistencies. Let KELL help you tackle your difficult data management tasks so that you can focus on acquiring new supporters for your cause.
Nonprofits acquire between 10-20% new contact records each year.
MRSS Benchmark study
Approximately 30% of the average nonprofit database is dirty.
Based on KELL clients
If you’ve got a lot of duplicates crowding your database, let us help merge and purge en masse. We offer a standard deduplication service for contacts and their related records, and we can customize our deduplication scripts to match your needs.
We can help you create data entry rules and automation that will prevent the introduction of duplicates, whether you’re using native Salesforce functionality or a third-party solution.
We’ll sift and sort then mass update and clean your data. With your guidance we can quickly find records that match any criteria and fix them, however they need to be fixed.
Want to group your contacts together? We can do that. You help define the rules and we’ll do the work to consolidate individual accounts into designated households.
Need to fix your address records? We can update all addresses to match the US Postal Service CASS (Coding Accuracy Support System) model. Thereby helping to reduce your postal fees and improve overall data integrity.
Got a list you’ve acquired and need to import and dedupe it against your existing records quickly? We can tackle that small (or sometimes big) project for you.
