Idealist Consulting

““There was a strong feedback loop that allowed us to improve the work style from the very beginning - understanding what the Dev team needed in order to better prepare for these meetings, and incorporating that as we go, so we really only got stronger throughout the project.””

“"This is just one example of how much easier it is and how much more knowledge we have. It allows us to be more strategic,"”

““Having that time with people who truly understood what it [Salesforce] could do, was incredibly helpful.””

“Over time, their [the Idealist Consulting team] real understanding of who we are and what we’re trying to do helped us when we were trying to identify the right integrations. They helped us to define what we needed in a way that assured us that we had found the right integrations and partners.”

““People are starting to think through our communications, development, and grants management from a systems perspective instead of an individual transactional perspective.””

““The combination of working with people who understood what the possibilities were, combined with a step-by-step approach to building the system that met our needs really helped me understand what our internal workflows needed to be.””

“[The customers] have enjoyed a smooth experience which is everything we hoped for when partnering with Idealist Consulting. It has fully met their expectations and taken them where they needed it to go.”

“One of the benefits of this Assessment was an assurance from Yas that our organization was not as bad as I’d feared it was. So it affirmed an element of trust we had in our Salesforce administrators, that we didn’t have to worry that there might be a huge security hole or that we were going to have to completely redo something.”

“This project helped give us a more holistic picture of where we are as an organization as opposed to just taking each project that comes our way, working on it, and not looking at the bigger picture.”

“We would definitely recommend Idealist to any other nonprofit organization looking to implement Salesforce.”

“Partnership with Idealist Consulting has positively transformed our operations as the [Idealist] team continues to provide the necessary support in navigating and reviewing current processes and discovering opportunities for system enhancements that meet business objectives.”

“We had 100% turnover in our IT staff and needed someone to evaluate our 8-year-old Salesforce instance. Idealist had several experts who looked at how we were doing things and made a number of recommendations for changes. Best of all, they prioritized the list and balanced urgency with cost and risk considerations. We were very pleased with the outcome and look forward to continuing to work with Idealist through the implementation phase.”

“Idealist's project management, communication, and knowledge of Salesforce was incredibly impressive. They performed a complicated data migration and NPSP configuration that exceeded our expectations and business requirements.”