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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.

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...

NPSP marks 10 years with a new name and new features

In 2016, Salesforce’s NPSP, the Nonprofit Success Pack, officially turned ten years old. Ten years is an important milestone in a company or product’s life. It’s a point where a...


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