Data Management - KELL Partners
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Data Management Services

salesforce migration

Data Management

salesforce migration

Clean & Improve Your Salesforce Data

Clean and improve your Salesforce data today with KELL Partners! Just like with your house, you are never done 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 By its nature, constituent data is highly dynamic and tends to go out of date quickly.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 always seem to be errors, dupes, or format inconsistencies. Let KELL help you tackle your complex data management tasks so that you can do more good and 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

Deduplication Service

If you have 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. Our data deduplication process can eliminate clutter, increase the accuracy of your database, and provide a clear view of your constituents.

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salesforce data management

Duplication Prevention

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.

Duplication Prevention

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.

salesforce data management

Cleaning

If you have a database full of problematic data, let KELL provide a data clean-up. We will 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 fixing.

salesforce data
salesforce management

Householding

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.

Householding

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. 

salesforce management

Name and Address Standardization

Need to fix your address records? We can update all addresses to match the US Postal Service CASS (Coding Accuracy Support System) model, helping to reduce your postal fees and improve overall data integrity.

salesforce management
salesforce data management

Contact List Imports

Got a list you have acquired and need to import and dedupe it against your existing records quickly? KELL specializes in contact list imports! We can tackle that little (or sometimes big) project for you.

Contact Grouping

Contacting grouping makes it easy to email the same group of constituents repeatedly. With KELL and our data management services, ensure you never run the risk of excluding new clients from your events.

List Imports

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.

salesforce data management

experts

Salesforce Data Management Checklist for Nonprofits

Get our handy checklist for keeping your data up-to-date and clean

Why Choose KELL Partners for Your Data Management Services?

At KELL Partners, we strive to be your go-to Salesforce implementation partner, helping you go further and faster. Our team is made up of passionate Salesforce experts who work tirelessly to help nonprofits and educational institutions make informed decisions about technology choices. Whether it is providing data clean-up assistance, delivering expert raiser’s edge migration or data migration services, know you can trust the team at KELL Partners. 

We partner with companies on a national level, bringing our talent and expertise across the globe. If you need a trusted partner that understands the transformational impact that Salesforce can have on your business, let’s talk today at (512) 851-8411.

experts

Salesforce Data Management Checklist for Nonprofits

Get our handy checklist for keeping your data up-to-date and clean

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