Salesforce to house your data and support your processes
Data and processes from old systems to new
Salesforce to any website or application
Before, during, and after implementation
I've worked with Idealist Consulting twice now. Where I have found other consultants to be more focused on their profits, Idealist strikes me as a group that is really about adding capacity to nonprofit organizations by getting the job done in a timely and effective manner, and having the patience and thoughtfulness to also teach us Administrators. I trust them to give me all the options so that I know the costs and time involved in a project.
California College Guidance Iniative
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've had a relationship with Idealist Consulting for years now. They are invested in our success and supportive at every turn. We are fortunate enough to have worked with the same consultant throughout our relationship and his knowledge of our organization, needs and Salesforce instance are such an incredible asset! 100% satisfaction!
Thank you for everything that you have done. It has been an immense pleasure to work with you and most important, it has been fun. I really enjoyed working with you and you helped make such huge impact in the way we operate. You helped me fall in love with Salesforce.
Airam da Silva
Icla da Silva Foundation