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Idealist Consulting has been a wonderful partner in the deployment and customization of our Salesforce CRM. We had a heavy data migration from our old database, and a lot of ideas for our new Salesforce CRM, and Idealist's consultants handled the tasks we presented them with superbly! Their understanding of the nonprofit industry and willingness to work within our means was especially helpdul and very much appreciated. We will continue to work with Idealist Consulting as our Salesforce CRM grows and strengthens alongside our organization.
Columbia River Keepers
As a for-profit organization, we at Factual had a great experience with Idealist. They were helpful, prompt, and insightful. They responded to last minute requests and roll out changes without fuss. The overall work product was superior. We will use them again in the future.
Our company needed to re-architect our Salesforce CRM process to reflect our new business processes and needs. Idealist Consulting perfectly balanced their domain expertise with simple explanations to our team members of what processes and features might work best for our needs. Often it's difficult to get a simple "explain it to me like I'm 5 years old" explanation of capabilities and processes, especially with a software like Salesforce. However, Idealist Consulting was able to distill complicated features into something we could easily understand."
We needed to build a system for managing literally thousands of leads for several different clients efficiently and quickly. Idealist brought a familiarity with business process efficiencies that helped us to capture, track and manage prospects within Salesforce that not only gives us measurable outcomes that helps us better serve our clients, they've now made it easier for us to scale our own business. I would also add that their relaxed yet professional approach made our deployment fun and educational, I would recommend Idealist Consulting to any organization looking to get more out of their Salesforce CRM.
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