Testimonials

Want to know why you should work with us? Take it from these clients.

Nonprofit

  • As the Southern California region’s premier business leadership organization, the LAEDC's mission is to attract, retain and grow businesses and jobs in the regions of LA County. We are a 501(c)(3), however our business structure resembles a private sector business. Idealist Consulting was able to take this into account and produce a database that allowed us to support our business operations while considering that we have a nonprofit side as well.  They are a wonderful organization and I would recommend them to any organization looking for technical support.

    Eydie Galper
    Los Angeles County Economic Development Corporation

  • Idealist Consulting helped to increase our revenue to over $1,000,000 a year while building associations and systems [CMS, Networks, Telecommunications, Human Resources, Marketing] that will last for years to come. I would recommend Idealist for any nonprofit looking to move into the 21st century. Thank you for a job well done.

    Jim Rowe
    Outward Bound

  • Idealist Consulting has been a wonderful partner in the deployment and customization of our Salesforce CRM.  We had a heavy data migration from our old database, and a lot of ideas for our new Salesforce CRM, and Idealist's consultants handled the tasks we presented them with superbly!  Their understanding of the nonprofit industry and willingness to work within our means was especially helpdul and very much appreciated.  We will continue to work with Idealist Consulting as our Salesforce CRM grows and strengthens alongside our organization.

    Kelly Nokes
    Columbia River Keepers

  • United Arts Council worked with Larry Bednar at Idealist Consulting. He was patient, kind, conscientious, helpful and produced flawless results. We converted 10 years worth of donations from another system and the totals balanced to the penny. He listened carefully to what we needed, designed those solutions and gave us the knowledge we needed to go forward to improve and maintain our system for years to come. We are very grateful for Larry's talent and dedication to making our project successful.

    Rebecca Worters
    United Arts Council

  • Idealist Consulting has been great to work with.  Their business operation reveiw style was enjoyable and simple, resulting in promotional collateral and processes that we have integrated into the B corp partner program.

    Christina Houlihan
    B Corporation

  • Thank you for everything that you have done. It has been an immense pleasure to work with you and most important, it has been fun. I really enjoyed working with you and you helped make such huge impact in the way we operate. You helped me fall in love with Salesforce.

    Airam da Silva
    Icla da Silva Foundation

  • We needed to leverage a mobile solution to capture GPS points and other tree related data in real time and facilitate the work of our field staff.  With help from Idealist Consulting and Salesforce1 we are building a mobile application that meets our needs and is seamlessly integrated with our Salesforce.com database.

    Colleen Cadwallader
    Sacramento Tree Foundation

  • I've worked with Idealist Consulting twice now. Where I have found other consultants to be more focused on their profits, Idealist strikes me as a group that is really about adding capacity to nonprofit organizations by getting the job done in a timely and effective manner, and having the patience and thoughtfulness to also teach us Administrators. I trust them to give me all the options so that I know the costs and time involved in a project.

    Meredith Curry
    California College Guidance Iniative

  • The Idealist staff have been exceptional. They really listened up front, and helped develop a system that is robust and meets our needs and more. Also, the focus on training my staff to handle many of the changes/modifications we might turn to Idealist to handle is a great benefit.

    Andrea Landes
    Commonwealth Fund

  • Idealist has been great to work with - and I'd definitely recommend them! Our project involves CRM implementation alongside a full website redesign (no small task!). Idealist takes the time to carefully understand our organization's goals and needs each step of the way. We're in excellent hands with them!

    August Adams
    Families USA

Business

  • Idealist Consulting deployed IATSPayments for a client before our listing was available on the AppExchange.  We're happy to list them as a partner because their technical expertise as well as excellent communication skills make them an implementation partner any nonprofit can benefit from.  They know Salesforce inside and out, and made the deployment of IATSPayments simple and effective.

    Brett Willis
    iATS Payments

  • As a for-profit organization, we at Factual had a great experience with Idealist. They were helpful, prompt, and insightful. They responded to last minute requests and roll out changes without fuss. The overall work product was superior. We will use them again in the future.

    Aashish Shukla
    Factual

  • Our company needed to re-architect our Salesforce CRM process to reflect our new business processes and needs. Idealist Consulting perfectly balanced their domain expertise with simple explanations to our team members of what processes and features might work best for our needs. Often it's difficult to get a simple "explain it to me like I'm 5 years old" explanation of capabilities and processes, especially with a software like Salesforce. However, Idealist Consulting was able to distill complicated features into something we could easily understand."

    Bill Chambers
    Procore Technologies

  • We needed to build a system for managing literally thousands of leads for several different clients efficiently and quickly. Idealist brought a familiarity with business process efficiencies that helped us to capture, track and manage prospects within Salesforce that not only gives us measurable outcomes that helps us better serve our clients, they've now made it easier for us to scale our own business. I would also add that their relaxed yet professional approach made our deployment fun and educational, I would recommend Idealist Consulting to any organization looking to get more out of their Salesforce CRM.

    Ben Jefferson-Dow
    Envoy 

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