North Keel Consulting
Keep your Salesforce org steady and on course.
North Keel Consulting helps nonprofits and small and mid-sized businesses get more from Salesforce, from first implementation to ongoing support. With 10 years of Salesforce consulting experience and deep roots in the nonprofit sector, you work directly with a senior consultant from the first call to the final handoff.
Salesforce services for nonprofits and growing businesses
Everything a nonprofit or small to mid-sized business needs to plan, build, connect and run Salesforce. We lead with no-code and low-code solutions built from standard Salesforce features, so your own staff can manage them after launch. Every project is scoped up front, tested before it goes live and documented so your team can own it.
Implementation & customization
New and re-implementations of Nonprofit Cloud, the Nonprofit Success Pack (NPSP), Sales Cloud and Service Cloud, configured around how your team actually works, using standard features first so your admins can maintain it without a developer.
Automation & workflow
Point-and-click Flows that take manual steps off your team’s plate: approvals, assignments, reminders and follow-ups your staff can adjust themselves. Custom code only when there’s no simpler way.
Integrations
Connect Salesforce to your website, online forms, giving and payment platforms, email marketing, accounting and other tools, with dependable syncing and clear error handling.
Reporting & dashboards
Reports and dashboards leadership can trust, from fundraising, grant and program impact reporting for boards and funders to pipeline and service metrics, built on clean, well-defined data.
Org health & security
Health checks, cleanup of years of accumulated changes, user access and security reviews, and readiness for each seasonal Salesforce release.
Data migration & ongoing support
Moving data in from spreadsheets or another CRM, cleaning up duplicates, and ongoing admin support on a flexible monthly plan.
Deep experience with nonprofits
Much of our 10 years has been spent inside nonprofit Salesforce orgs. We know the difference between donors, gifts and grants, the reporting boards and funders expect, and how to get more done with a small staff and a tight budget.
Most nonprofits don’t have a developer on staff, so we keep solutions simple. We favor no-code and low-code tools like standard configuration, Flow and declarative reporting that your team can manage and update after launch, without paying someone to maintain custom code.
We work with the Nonprofit Success Pack (NPSP), Nonprofit Cloud, Sales Cloud and Service Cloud, and with the forms, giving platforms and email tools nonprofits depend on.
- No-code solutions your staff can manage after launch
- Donor, gift and recurring-giving management
- Grant tracking, deadlines and funder reporting
- Program, case and client-outcome tracking
- Volunteer and event management
- Board-ready fundraising and impact dashboards
- Online forms, giving platforms and email integrations
- Sales Cloud for major gifts, partnerships and sponsorships
- Service Cloud for constituent, member and client services
Careful by default
Every project follows Salesforce best practices from discovery to support, so changes are predictable, well tested and easy to maintain as your organization grows.
Discover
Stakeholder interviews, a review of your current processes and clearly documented requirements, with success measures agreed before any build begins.
Design
A solution that favors standard features and no-code, point-and-click tools over custom code, so your admins can maintain it without a developer. Includes a data model and security plan built to scale.
Build
Configuration and development in a sandbox, never directly in production, with changes tracked in version control.
Test
Automated Apex tests, integration testing and user acceptance testing (UAT) with your team against real-world scenarios.
Deploy
A planned release with a deployment checklist, data backup and rollback plan, scheduled to avoid disrupting your staff.
Train & support
Role-based training and clear documentation so your own staff can manage and update the system after launch, plus post-launch support and ongoing improvements as your needs grow.
Ways to work with us
Every engagement is sized to your business and budget. Most clients start with one of these.
New Salesforce implementation
For nonprofits and businesses moving off spreadsheets, email inboxes or another CRM or donor database.
- Discovery and requirements with your team
- Configuration of Nonprofit Cloud, NPSP, Sales Cloud or Service Cloud
- Data migration, admin and user training, and go-live support
Org health check & cleanup
For orgs that have grown cluttered or unreliable after years of changes.
- Review of automation, security, data quality and adoption
- Prioritized findings in plain language, with effort estimates
- Fixes built and tested in a sandbox before they reach production
Automation & integration projects
For teams losing hours to manual steps or re-keying data between systems.
- Process mapping to find what's worth automating
- No-code Flow automation first, custom code only when needed
- Integrations with the other systems your business runs on
Managed admin support
For nonprofits and businesses that need a Salesforce expert on call without a full-time hire.
- A monthly block of hours for requests, fixes and improvements
- Review of each seasonal Salesforce release
- New reports, user setup and day-to-day questions
About North Keel
North Keel Consulting is an independent Salesforce consultancy based in Los Angeles, bringing 10 years of Salesforce consulting experience to nonprofits and small and mid-sized businesses, with especially deep experience in the nonprofit sector. You get senior-level expertise without the overhead, handoffs or price tag of a large consulting firm.
A keel is the part of a boat that keeps it steady and on course, and that's our goal for your Salesforce org. We focus on getting the details right, explaining things plainly and favoring simple, no-code solutions your team can maintain and grow with, long after we hand it off.
Let's talk about your org
Tell us where Salesforce is slowing your business down, or where you want it to take you next. The first call is free, and you'll come away with a clear next step whether or not we work together.
Email us [email protected]