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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
Land O'Lakes utilized Idealist Consulting services on a computer training project. Having put together a training plan, Idealist Consulting conducted training for several projects...which had been provided with computers by Land O'Lakes in order to improve their financial reporting and monitoring systems. The training was responded to enthusiastically and the trainees expressed highly positive evaluations of Idealist Consulting's work. As a result I can recommend Idealist Consulting highly for work in an international setting.
Land O'Lakes International
Green America's mission is to advance the green economy. We harness the economic power of consumers, investors, and businesses to help create a socially just and environmentally sustainable society. Although we are a national nonprofit membership organization, some of our business operations are very similar to private sector equivalents. Idealist Consulting was able to take this into account and produce a database that allowed us to support our business operations while keeping options open should we need to add on a more typical nonprofit buildout of Salesforce later on. Idealist Consulting have proven to be a great asset for us and I would recommend them to any organization looking for technical support--public or private.
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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