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Inspiration, best practices, and tips for nonprofits and businesses to take CRM and marketing automation further. See guidelines for guest submissions here.

Scaling for the Cloud: Fundamentals of Building a CRM Application

It is not uncommon for us to be approached by organizations with a request to build a “CRM Application”. Unlike a standard application that is facilitating a particular required...

How to create List Views in Salesforce Lightning

Who doesn’t love short cuts? And when those short cuts are related to work and making our tasks at hand easier- even better! That’s why we love Salesforce List Views. List Views are an...

Idealist Consulting a finalist for Oregon Ethics in Business award

Idealist Consulting has been named a finalist in the Rotary Oregon Ethics in Business Award in the small business category. The winner will be announced at the Oregon Ethics in...

So you’re having a Salesforce baby...

When you’re pregnant you have a lot of stuff to do and you find yourself researching things you never expected and didn’t even know to consider. Probably the best advice I received...

How to shop for a CRM like you shop for a car

So you’re considering buying a new database and you want to know if it’s worth the upgrade cost. Maybe you’ve had your old database for years and it does some things really well, but...

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