Idealist Consulting's Top Moments of 2016

Today, the Idealist Consulting team is celebrating the holidays with our team. Yes, you read that correctly. We’re celebrating the close of 2016 on the last day of January 2017 due to...

How Idealist Consulting performs client discovery

Whether you call it “discovery” or “requirements gathering” or a “needs assessment”, initial discussions with a client in order to create a project plan are often the most critical...

Step it up: How to use NPSP Levels for moves management

Last year, at Dreamforce 2016, I presented on how you could use the Nonprofit Success Pack, usually referred to as NPSP, in a variety of different ways to extend Salesforce’s...

What makes Salesforce different?

We are frequently asked about what makes Salesforce special, or different. As consultants who have worked almost exclusively with Salesforce for over ten years, we have many opinions...

Is marketing automation right for my company?

Mark Twain once said, “If it’s your job to eat a frog, it’s best to do it first thing in the morning. And if it’s your job to eat two frogs, it’s best to eat the biggest one first.”...

Pages

Let's Talk:

Request a call

See What Sets Us Apart:

Learn about our Pay It Forward Program

Subscribe to our blog: