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'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!
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.
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.
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
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