New Whitepaper! Be Prepared, Not Scared: Strategies for Technology Change

Technology change has the potential to increase productivity, customer acquisition and retention, and employee satisfaction. But it can also be risky! When technology change is...

Get to Know Our Consultants: Sara Loree

Sara Loree is going through Idealist Consulting’s Consultant Internship Program. The purpose of the Consultant Internship is to provide a framework for training individuals with a...

Get to Know Our Consultants: Jo Ann Lewis and Carolyn Fischer

Last week, Jo Ann Lewis and Carolyn Fischer traveled to the Idealist Consulting headquarters and joined us for some in-house updates, events, and teambuilding. Jo Ann and Carolyn came...

What now? 4 Things to do after receiving an estimate

Today, we are going to continue our series on how to best engage with your consultant and how to set yourself up for success with your CRM deployment (we started with the 5 Things to...

How to Find your Perfect Salesforce Partner Match

Congratulations! You’ve done your research and have decided to invest in Salesforce as your organization’s new CRM. The Salesforce platform is a wonderful set of solutions for helping...

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