7 steps to building a growth-fueled strategy for 2017

We’re in full planning mode for 2017. From leadership talks to whiteboard brainstorming, we’ve got a lot of ideas for how we want to move forward and help organizations grow. But...

CRM trends to plan for in 2017

We’re looking into our crystal ball (or just remembering everything we heard at Dreamforce ‘16) for what the future holds in the land of CRM, nonprofit technology, and Salesforce. We’...

Extending the Nonprofit Success Pack’s membership capabilities

This topic was originally a Dreamforce 2016 session presented by Sara Metheny, lead consultant for Idealist Consulting. Throughout the article we’ll link specific sections to their...

Take the Lead: 6 ways to be a successful internal project manager

The value of a strong project manager is often underestimated. Having an internal project manager take the lead on a technology implementation can ensure that the project stays on time...

“Don’t boil the ocean”; 4 things to consider when moving to a marketing automation platform

We recently made the decision at Idealist Consulting to switch from HubSpot to Pardot in order to achieve better integration with Salesforce. We’ve seen Pardot make huge improvements...

Pages

Let's Talk:

Request a call

See What Sets Us Apart:

Learn about our Pay It Forward Program

Subscribe to our blog: