We are your guide: Every project begins with a thorough discovery process. Why now? What are your goals? Who will be affected?
We customize for you: We recommend trusted application partners, lay groundwork to ensure solid user adoption, and bring creativity and tech savvy to help you reach your goals.
We support you: We're there for your team with dedicated training and support to ensure you succeed with your new tools. You're in our fold now.
We increase your impact: Better tools fuel better actions. We weave social impact into each project so you can feel good about doing business with us.
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.
We needed to leverage a mobile solution to capture GPS points and other tree related data in real time and facilitate the work of our field staff. With help from Idealist Consulting and Salesforce1 we are building a mobile application that meets our needs and is seamlessly integrated with our Salesforce.com database.
Sacramento Tree Foundation
The Idealist staff have been exceptional. They really listened up front, and helped develop a system that is robust and meets our needs and more. Also, the focus on training my staff to handle many of the changes/modifications we might turn to Idealist to handle is a great benefit.
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."
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