Our Story
For nearly 20 years Idealist Consulting has delivered innovative Salesforce solutions to support organizations working on some of the world’s most important causes. Whether it be fundraising, marketing automation, grantmaking, program management, advanced integration, or other efforts our services provide the support nonprofits need to advance their mission.
Why Idealist
We are experienced guides and solution experts, innovators, and system thinkers.
We've been innovating Salesforce solutions for missions like yours for 15 years and counting.
We help you streamline and upgrade your systems, so you can focus on what really matters.
Industries
International Development & Humanitarian
Pioneering technology for NGOs on the global frontlines.
Our team's expertise in implementing solutions for international development and humanitarian missions has been honed through award-winning projects and long-term collaborations with notable world-class missions including but not limited to the International Rescue Committee, Global Refuge, and World Food Program USA, we specialize in implementing tailored technology solutions for international NGOs wrestling with challenges such as refugee resettlement; fundraising efforts during disruptive events; volunteer management; and disaster relief programs.
Environment
Technology to catalyze environmental change.
Idealist Consulting has specialized in environmental tech solutions since 2005, harnessing innovative, sustainable practices to empower nonprofits like Conservation Legacy, The Non-GMO Project, and the U.S. Energy Foundation. Our deep sector expertise drives tailored implementations that streamline operations and maximize impact for local, regional, and global environmental missions dedicated to preserving and protecting the environment.
Education
Tailored CRM solutions to advance higher education missions.
For over a decade, Idealist Consulting has firmly established itself within higher education. Throughout our journey, we have had the privilege of collaborating with renowned institutions across the academic spectrum including NYU, UCLA, PSU, and others. With extensive experience on the Salesforce platform, our team are experts in Fundraising, Marketing Automation, Online Community Building, Internship & Volunteer Programs, Grant Management, and Study Abroad Programs.
Public Sector
Purpose-built CRM solutions for thriving communities.
Idealist Consulting specializes in developing tailored solutions for the public sector, leveraging the world's most trusted CRM. These purpose-built applications are designed to empower state and local government organizations in building and sustaining thriving communities. In addition to core CRM implementations, Idealist Consulting offers expertise in several critical areas, including data management, system integration, grant management, and maintaining regulatory compliance. By addressing these key aspects, public sector organizations are able to streamline operations, enhance transparency, and ensure adherence to governing policies and regulations.
Community Development
Powering community impact with nonprofit technology expertise.
Idealist Consulting is a long-time trusted technology partner for community development nonprofits like Public Radio Exchange (PRX), United Way Bay Area, and amfAR. Whether it's economic empowerment, legal advocacy, or skills training, our team has expertise in implementing fundraising, grantmaking, and program management solutions to amplify these organizations' impact in underserved communities. From migrating donor data to building Salesforce platforms, our tailored systems allow nonprofits to focus on their missions including creating economic opportunity, providing legal aid, and fostering resilient neighborhoods.
