Make your CRM the hub of your systems and processes

Back to what we do

You dream of connected systems and processes but your data is siloed and your team isn't using your CRM to its fullest. We get it, and we can help. Our certified consultants will transform your processes and data into a tangible database that can be utilized by your entire team to better understand your customers, donors, or members.

  • Implementation
    Build and grow your database.
  • Needs Assessment
    Uncover unknowns and reduce risk for your most complex projects.
  • Custom Integration
    Centralize your experience by integrating complex applications.
  • Support
    Admin support and training to increase user adoption.

Our admins and developers will customize your CRM to help you accelerate your impact. Our customizations include building field and objects, page layouts, and record types, or developing additional functionality through APEX, VisualForce, and Lightning code. We also install and integrate third-party applications and facilitate data migration and training. We work with Salesforce Enterprise or Professional editions or managed packages such as the Nonprofit Success Pack and foundationConnect. Our team is ready to help you build the CRM to make sure your organization or business can achieve its goals.

Get up and running on Salesforce

Audit and grow your existing database

For large technology projects, it's not enough to set requirements and go with the cheapest vendor: you need to have a smart roadmap built by someone with strong technological chops. With our assessment services, you will receive a powerpoint or document that you can use to sell your project internally, including user story documentation, pain points, goals, current systems, project plan, budget, and timelines.

With complex applications, it is not enough to copy and paste data; you need a customized integration executed by skilled programmers. Our team will dive in and translate your documentation into the Salesforce environment through point-to-point coding, middleware, or a manual import. We will connect your data securely and customize to your requirements. We know our way around NET, SQL, and more. And we always consider data security and storage in our solutions.

We're there for your team with dedicated training and support to ensure you see impact with your new tools.

Admin Support: Our support offerings give you regular support with a skilled consultant who will tackle your most pressing CRM needs, so you can focus on your mission and relationships. Support can range from developer skills to simple admin tasks such as report building. Our packages are customized to your needs, starting from four hours per month up to a full-time consultant.

Custom Training: For those times when a one-size-fits-all YouTube video just doesn't cut it, we provide individualized training that starts with a quick audit of how you're using the solution, then leads to either system updates to meet best practices or customized training. Our goal is to make sure you can get the most from your solution.

Paragon BioTeck Inc.

Medical supplier Paragon BioTeck Inc transformed their warehouse and sales systems with Salesforce and a custom Quickbooks integration

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The Heckscher Foundation for Children

The Heckscher Foundation for Children became more efficient with their grant management by connecting Foundation Connect, Drawloop, and Cirrus Insight to Salesforce.

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The Banfield Foundation

The charitable extension of the Banfield Pet Hospitals improved their grant application process and fundraising efforts with Salesforce

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Save the Hipsters

Save the Hipsters and Idealist Consulting team up to find progressive solutions.

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Idaho Conservation League

Environmental nonprofit upgrades to Nonprofit Starter Pack 3.0

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Let's Talk

"Idealist quickly understood the configuration and integration properties of our CRM, and was able to make an impact in less time than what we could do internally."

Joel Naumoff