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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.

Keep the Money Flowing: Payment Processing & Recurring Gifts

This post was written by Patricia O’Connor, Partner Account Manager at iATS Payments. Patricia joined iATS Payments in March 2015 with the sole focus of building relationships with...

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...

8 tips for Pardot beginners

There was a great thread in the Pardot Success Community recently about tips for Pardot newbies. The platform offers a robust foundation for marketing and can be overwhelming without a...

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...


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