Testimonials

National Council of Aging

We are a multimillion dollar organization with an extremely complex business structure. In addition, NCOA is administered on a national level with a large staff distributed over multiple departments. Idealist Consulting was able to learn the complexity of our organizational structure quickly, as well as navigate its various intricacies. Whether it is database development, business operations or training I would recommend Idealist Consulting to any organization that is interested in improving their business processes.

Stuart Spector | Senior Vice President

Tibet House

Before working with Idealist our organization was treating Salesforce.com as little more than an online address book.  From integration of online event registration, to a custom auction implementation, Idealist Consulting has helped us go beyond our traditional fundraising practices to building meaningful relations with our supporters.  Idealist not only assisted us as we grow but their commitment to helping us independently build our knowledge base & skill sets has set them above other companies we’ve worked with.

Justin Diaz | Website Coordinator

Land Trust

Idealist Consulting was the one firm that really understood the Rhode Island Land and Water Partnership's perspective in making Salesforce work for our very small land trusts and watershed groups. With Idealist tailoring the nonprofit template to our common needs, our partners have been successful in adapting to Salesforce and building our organizations. The Land Tracker application is incredibly useful in tracking projects, stewardship volunteers and property monitoring issues while allowing timely sorting and reporting that wasn't not even conceivable with inefficient paper records. Idealist's consultants were always a pleasure to work with as they developed the needed customizations, guided us through the adoption process, and provided just the right amount of support to get us on our way.

Helen Trajer | President Emeritus of the Barrington Land Conservation Trust

Colorectal Cancer Coalition

We signed with Idealist Consulting to support us on our database project and so far we have not used as many hours as we thought we would.  Between Idealist Consulting and Convio I feel we are in good hands.

Judi Sohn | Vice President of Operations

Computers for Youth

We began our Common Ground implementation with another firm and then discovered that we required custom coding that they could not provide.  Idealist Consulting was able to step in and help us bring our project to fruition.  Without Idealist, we would never have been able to achieve the results we have.  I cannot recommend Idealist Consulting more highly.  We are thrilled!

Elisabeth Stock | Chief Executive Officer and Co-Founder

Tucson Zoological Society

I have one word -- AWESOME! Thank You.

Carley Preston| Development Assistant

New Leaders for New Schools

Idealist Consulting configured Salesforce excellently to meet our evolving fundraising and CRM database needs. We really appreciated their ability to translate our business processes into concrete solutions in Salesforce.

James Truong | Senior Director of Operations and Learning

B Corporation

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| Marketing Director

Hands to Hearts International

Just wanted to send a thank you for your generous work with HHI—a fully functioning database! Oh my! I am excited about the possibilities it will open up for HHI as we take our work around the world. We will be needing to track donors, employees, partner agencies, volunteers and the healthy children we serve being adopted out of orphanages from India to South Africa. Thanks, your expertise is a contribution that will make our organization more powerful and effective in fulfilling our mission.

Laura Peterson | Founder, Executive Director

Los Angeles County Economic Development Corporation

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 | Vice President Strategic Relations 

Corporate Ethics Network

Idealist Consulting is one of those rare consulting groups who often see what you need before you do. They attend to the smallest details, bring projects to completion on time and on budget, and even throw in a little extra time to make sure their clients are completely satisfied. I will hire them again for future projects and recommend them highly to others.

Michael Marx | Executive Director

Outward Bound

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 | Executive Director

American Red Cross

Thank you for helping the American Red Cross [Logistics Division] to respond to the needs of those who were tragically affected by the events of September 11th.

John A Clizbe | Vice President, Disaster Services

Latino Union of Chicago

You are the jam! Thanks for getting us set up.

Bee Loewe | Planning Director

Land O' Lakes International

Land O'Lakes utilized Idealist Consulting services on a computer training project. Having put together a training plan, Idealist Consulting conducted training for several projects...which had been provided with computers by Land O'Lakes in order to improve their financial reporting and monitoring systems. The training was responded to enthusiastically and the trainees expressed highly positive evaluations of Idealist Consulting's work. As a result I can recommend Idealist Consulting highly for work in an international setting.

David Blood | Country Manager

ACCELS

Idealist Consulting has assisted me with the Teachers Excellence Awards, the Teachers Nomination Committee, and university graduate interviews for the Freedom Support Act Graduate Program each of which is imperative for me to do my job effectively and successfully. Were it not for their organizational management, I would have not been able to do my job effectively.

Michael Hnatyshyn | ACCELS, Regional Director

Kipp Bay Area Schools

When anticipating our database build out I was dreading the process. With Idealist Consulting's leadership, it's become a fascinating journey that has given me insight into our business practice.

Sarah Lightfoot | Development Director

Kansas City Antiviolence Project

Idealist Consulting is great to work with.

Doug Riley | Director

A.C. Gilbert's Discovery Village

Idealist Consulting was awesome to work with and they put together training templates that addressed our needs in so many areas. They were always pleasant and took great care to make sure I came away from each phone meeting with a good understanding of the project to date.

Kim Baldwin | Associate Director

Michigan Suburbs Alliance

Idealist Consulting was the only firm that had enough patience to help me make a decision on project direction. Their analogies make sense; their recommendations are clear and they are attentive to their clients needs.

Melanie Piana | Associate Director

Kids Now Canada

Idealist Consulting was a pleasure to work with, very patient while remaining cognizant of what we could reasonably accomplish with the time we had available.

Susan Ryan | Director

Project Patagonia

Idealist Consulting's knowledge of the nonprofit sector allowed them to quickly determine our needs and provide a website and database that exceeded them. Thank you!

Kimberly Berls | President

Green America

Green America's mission is to advance the green economy. We harness the economic power of consumers, investors, and businesses to help create a socially just and environmentally sustainable society.  Although we are a national nonprofit membership organization, some of our business operations are very similar to private sector equivalents. Idealist Consulting was able to take this into account and produce a database that allowed us to support our business operations while keeping options open should we need to add on a more typical nonprofit buildout of Salesforce later on.  Idealist Consulting have proven to be a great asset for us and I would recommend them to any organization looking for technical support--public or private..

Rob Hanson | Advertising Manager 

ARMS

Idealist Consulting understands the nonprofit environment better than any developer I've ever worked with, and I've worked with developers on customizing databases since 1978.

Judy Maurer | Development Director 

Baray Studio

We wanted a simple, attractive website that was easy to navigate and at an affordable rate. We got everything we needed -- and we got it ahead of shedule.  Thank you Idealist Consulting.

Armando Baray | Principal

Montgomery Educational Consulting

Idealist Consulting is a joy to work with. I trust them, and they have a great ability to keep it light as they go about doing serious work.

Mark Montgomery | President

Equal Justice Intiative

Idealist Consulting helped us set up a Salesforce.com donor database and management system and completed the project perfectly within our specifications, on time and within budget. They are a highly professional and skilled group and are a pleasure to work with.

Diane Keating | Development Director

Waterbirth International

Our nonprofit organization has benefited greatly from working with Idealist.  They implemented our Salesforce database and custom integration to keep track of our memberships, sales and donations. The consulting with Idealist Consulting was done with professionalism, integrity and always with our budget in mind. I would recommend Idealist to any organization needing guidance through the myriad choices of database management.

Barbara Harper | Director

Proud Ground

Idealist Consulting provided the perfect product with stellar service. Further, though the project is complete, our continuing questions and changes are addressed immediately. I cannot recommend them highly enough. And we think they are just the greatest.

Kathy Armstrong | Deputy Director

American Place Theatre

The benefits of our customized Salesforce.com system to our nonprofit arts and literacy program are immeasurable.  Thanks to Idealist Consulting, we are able to organize and implement hundreds of educational performance workshops for tens of thousands of students across the country in a more expeditious and accurate way than ever before.  What's more, Idealist is able to meet the evolving demands of our Literature to Life® program as we work to transform our evaluation and assessment into an immediate, web-based process, accessible from anywhere around the country that we are providing our services.  My staff and I say to them a resounding, "Thank you!" and to any potential client, "In Idealist, you have found a friendly, capable, creative, and responsive firm to meet your Salesforce.com customization needs in the nonprofit arena."

Jennifer Barnette | Managing Director

Committed Partners for Youth

Idealist Consulting completed our migration and it all went very smoothly. I just wanted to convey what a delight and pleasure it was to work with Idealist Consulting. They were accessible as well as readily understandable. Their friendly approach to the process made it almost painless :-). Our agency is actively seeking additional funding to allow us to continue working with them for ongoing support.  They all did an excellent job.  Thanks for enlightening us to the enormity of the this task and taking us in your careful hands. 

Jenny Stern Carusone | Program Director

Walk Boston

The changes you have made to our database have been huge for us.  They have made our membership drive so much easier.

Elisabeth D'angelo | Operations Manager

African Women's Coalition

It has been great to do business with the Idealist Consulting family.

Evelyne Ello-Hart | Director

Washington Tenants Union

From the very start of our organization's relationship with Idealist Consulting, they have gone above and beyond the call of duty to help us.  Not only are they well versed in the Salesforce platform, but they are an excellent partner.  They really do deliver on their mission and have made Salesforce an invaluable resource to the Tenants Union.

Michelle Chantu | Systems Administrator

Education Pioneers

Idealist Consulting can really help you find out what your needs are.  They are Salesforce.com certified and they are just awesome!

Norisha Cobett | Director of Development

San Francisco School Alliance

We cannot thank you enough!!!  We are very happy with our new system and appreciate all the time and effort you put into it.  You did a great job training us and we are so glad that you walked us through everything.  We will miss you, but we know you are just a phone call away. Here is to you and Salesforce.

Jen Low | Communications and Programs Associate

Salesforce Foundation

Muchas Gracias to Idealist Consulting for help with our Spanish Translation.

Steve Andersen  | Solutions Architect

IATS

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 Wills | Marketing Coordinator

Convio

When Convio launched Common Ground on Force.com, we searched far and wide for partners who not only understood Salesforce, but the needs of nonprofits.  Idealist Consulting emerged as a premier group of certified Salesforce consultants who only work with nonprofits.  Over the past 18 months, we've worked very closely with Idealist and continue to be impressed.  They not only continue to deliver happy clients, but have contributed greatly to our partner program and product strategy.  We're fortunate to call the good people at Idealist Consulting "partners" and truly look forward to more success ahead.  Convio highly recommends Idealist for any nonprofit seeking to implement the Salesforce platform.

Tompkins Spann  | Senior Marketing Strategist

Harold Grinspoon Foundation

Idealist Consulting has been a great partner for us on our internal Salesforce implementation.  They have offered us advice and direction when needed and also provided great consulting and coding services.  They are also very flexible; at the beginning we needed much more hands-on development effort, but with Idealist Consulting's help, we've learned to manage and maintain our solution mostly on our own.  Now we rely on Idealist primarily for advice and very focused implementation efforts.  Idealist will work to understand what you need and help you meet your goals in the most cost effective way possible.

Kevin Martone  | Technology Program Manager

Economic Development Shasta County

Idealist Consulting not only delivered what they promised, they exceeded our expectations.  Being a nonprofit, we need quality to match the dollars we spend.  Salesforce and the customizations that Idealist Consulting prepared for us have enhanced our program one hundred-fold.  We were impressed from day one with Idealist Consulting, and by the end of our project can recommend them highly.

Michele Petersen  | Chief Operations Officer

Friends of Trees

We have been thoroughly impressed with the professionalism, expertise and creativity on the part of Idealist Consulting, which has made the customization of our Salesforce.com instance and transition from an Access database such a success.  Thanks again for all your help making our nonprofit more efficient, organized and effective to better accomplish our mission and serve our constituents.

Melissa Barber  | Associate Director of Membership Services

KDHX

We've been depending on Idealist Consulting for over three years now.  At each new stage of our development, Rob and David are there to instill confidence and give us a realistic picture of what challenges or new opportunities we may face.  We're glad to have such a strong partner to help bring us into the future with Salesforce and Common Ground.

Steven Ley  | IT Director

ActevaRSVP

Idealist Consulting is an established and reputable Salesforce implementation partner.  We recommend them to our customers for implementations of ActevaRSVP because they are well versed in our product and know what it takes to deploy it quickly and effectively.  That, coupled with their extensive industry experience makes them an "ideal" choice.

Pat Shah  | Sales and Account Executive

Education Pioneers

Rob and Tanner have both been amazing with everything from idea generation to project management to implementation.  They have been able to help us with larger projects (implementing a fundraising database in Salesforce) as well as by helping to answer more basic questions and adding Apex code to streamline our processes.  We don't have anyone with technology expertise on staff and they have really helped us to make constant improvements to our Salesforce database.

Jacqueline Pohl  | Director of Finance and Operations

Advocates for Children

Idealist Consulting has been an outstanding, dependable resource.  The database enhancements have dramatically improved our operating efficiency.  I am confident that Idealist billed responsibly and sought to keep costs down whenever possible.  Finally, it's also worth pointing out that our Idealist contact, Tanner Wells, was willing and able to explain technical jargon as plainly as possible.  Again, my team and I absolutely recommend Idealist Consulting.

Jared Stein  | Associate Director

Whatcom Volunteer Center

Whatcom Volunteer Center's innovative new direct service program House 2 Home Network, provides furniture to individuals and families who were homeless and have recently been housed.  We looked a variety of tracking and monitoring systems before deciding to go with a custom-built CRM from Salesforce Foundation produced by Idealist Consulting.  It quickly became clear that we made the right decision.  From the initial discovery meeting right through program launch, Idealist Consulting provided clear guidance and expert advice.  Our custom dashboards and reports allow us to track donations and volunteers with an ease and accuracy that simply would not have been possible with other management systems.  We consider Idealist Consulting a vital partner in the very successful launch of House 2 Home Network and the continued advancement of Whatcom Volunteer Center's mission.

Dan Hammill  | Volunteer Program Director 

Planned Lifetime Advocacy Network

Working with Idealist Consulting as an implementation partner has vastly increased our capabilities.  With comprehensive support that adapted to our emerging requirements, we have been able to increase our sphere of service.  We are dedicated to helping families secure the futures of their disabled loved ones, and prior to our implementation we were able to deliver information to about 4,000 families annually.  With Idealist Consulting's implementation, we currently have communication with 12,000 families and the number is growing monthly.  They listened to our needs, provided solutions and put them in place to give us an enormously improved system that really helps our staff accomplish more.  Our capacity is now truly scalable and we can see serving 20-50,000 families within our grasp.  Idealist Consulting has been responsive, personal (and personable) and we are grateful to have them as an implementation partner.

Jack Styan  | Executive Director