These case studies represent Idealist Consulting's extensive work with CRM, CMS and custom development. For more information regarding these and other case studies, please contact us directly.
Case Studies
AFS Intercultural Programs is an international study abroad organization for students and adults operating in over 50 countries.
Idealist Consulting Technology Strategy:
- - Customized Salesforce.com to allow automatic capture of prospective student participant information
- - Implemented Salesforce Partner Portal access for AFS field volunteers to enter student information directly into system
- - Implemented extensive email automation for seamless lead management process
Results:
- - Administration hours cut by 20 hours per week due to streamlined processes
- - Adoption of Salesforce.com for lead management reduced operational costs by 15%
Foods Resource Bank raises resources to support the capability and desire of small farmers in developing countries to grow lasting solutions to hunger.
Idealist Consulting Technology Strategy:
- - Full integration between website and Salesforce.com
- - Ability for FRB staff to add content dynamically from Salesforce.com to website
- - Integrate document creation process with Salesforce.com
Results:
- - Fully integrated systems allow FRB to meet the needs of members, donors and programs simultaneously
- - Ability to publish content from CRM to website greatly reduces administration costs
Wounded Warrior Project is dedicated to fostering the most successful, well-adjusted generation of wounded service members in our nation's history.
Idealist Consulting Technology Strategy:
- - Integrated social networking platform (the Port) with Salesforce.com
- - Integrated job board platform (Career Builder) and online application for "Soldier Ride" program (including single sign on authentication) with Salesforce.com
- - Custom designed program application interface to match WWP website aesthetic
- - Integrated Learning Management System (Moodle) with Salesforce.com
Results:
- - Simplified and streamlined application process for over 10,000 wounded service members
- - WWP able to report on social network activities of Wounded Warrior community
- - Reduced administration costs for WWP and simplified adoption and usability of technology for 80 WWP staff users
Whatcom Volunteer Center transforms neighborhoods in Washington state by providing a means for volunteers, nonprofits, schools, government and healthcare organizations to come together to solve community challenges.
Idealist Consulting Technology Strategy:
- - Configured Salesforce.com to track inventory of donated household items
- - Configured case management to improve case tracking
- - Consolidated four databases into centralized CRM
Results:
- - In the first year after deployment, Whatcom hit their goal of households served in seven months instead of twelve
Planned Lifetime Advocacy Network helps families secure the future for their relative with a disability and provides peace of mind.
Idealist Consulting Technology Strategy:
- - Integrated Salesforce Sites, allowing community members to submit data through website
- - Configured membership process, enabling online payment for membership fees
Results:
- - Consolidated three database systems into one centralized CRM
- - Project customizations increased PLAN staff use of database from two people to 10 and allowed access to over 60 members
- - Customized Salesforce.com allowed PLAN to increase families served from 4,000 to 12,000
Green America is dedicated to harnessing economic power to create a socially just and environmentally sustainable society.
Idealist Consulting Technology Strategy:
- - Integrated ad-sales tracking process with fundraising processes within Salesforce.com
- - Provided extensive, customized training on use of Salesforce.com for various user groups including accounting staff, board members, volunteers and administrative staff
Results:
- - Streamlined sales process, resulting in increased sales opportunities
- - Enhancement of reporting processes, allowing for better outcome measurement
National Council on Aging provides a national voice for older Americans and the community organizations that serve them.
Idealist Consulting Technology Strategy:
- - Customized use of Salesforce Ideas for data collection associated to NCOA advocacy goals
- - Integrated social networking platform (the Port) with Salesforce.com
- - Configured use of Salesforce.com and Convio Luminate for best possible tracking of advocacy, communication, fundraising and marketing
Results:
- - Consolidated 16 separate database structures into one comprehensive, custom CRM
- - Standardized business process across six departments, increasing staff efficiency and communication
- - Reduced operational costs by over 10%
Proud Ground provides affordable housing to families in Portland, Oregon.
Idealist Consulting Technology Strategy:
- - Customized tracking for home sales, resales and RMLS listings across state of Oregon
- - Integrated Google maps with Salesforce.com
Results:
- - Consolidated four departments into one centralized CRM
- - Increased grant submission capability by 15%\
Tibet House US is dedicated to preserving Tibet's unique culture at a time when it is confronted with extinction on its own soil.
Idealist Consulting Technology Strategy:
- - Developed custom online auction capability integrated with Salesforce.com
- - Provided extensive training to Tibet House staff to ensure full adoption
Results:
- - Fully functional CRM was produced 2 months ahead of schedule
- - Reduced administrative processes by 50% due to increased CRM capability
The Rhode Island Land Trust Council's mission is to foster a sustainable land conservation movement in Rhode Island
Idealist Consulting Technology Strategy:
- - Built custom land trust tracking application
- - Standardized fundraising processes across multiple land trusts
Results:
- - 30 land trusts in Rhode Island adopted the consolidated system, none of which had database systems previously
- - Reduced operational costs by over 50%