What We Do> Marketing Automation
Marketing Automation
Marketing Automation

Supercharge engagement and communications.

You started with all the free tools and smart people you could find, but you need better segmentation, prospect intelligence, email automation, and CRM integration in order to grow. We get it, and we can help. Our certified Pardot and Marketing Cloud consultants will help you transition to a marketing automation strategy that will show results and strengthen your relationships. You focus on the people, we’ll focus on the technology.

Why idealist
We show you how marketing can drive fundraising and sales. We help you see ROI more quickly on complex solutions. We believe in automation only to the extent it deepens relationships.
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Marketing Automation Services

Get up and running quickly.

Our marketing specialists will customize your marketing automation solution to help you accelerate your impact, whether you’re brand new or ready to optimize. Our basic services get you off the ground with prospect scoring, drip campaigns, email automation, lead generation, nurturing, CRM integration, segmentation, social integration, ROI reports and more. We specialize in Pardot but also work with Marketing Cloud, Predictive Response, and other solutions (just ask).


Connect complex applications.

Our team of skilled programmers will connect applications in the Salesforce environment through point-to-point coding, middleware or a manual import. We will connect your data securely and customize to your requirements. We know our way around NET, SQL and more. And we always consider data security and storage in our solutions.


Become a marketing whiz.

If marketing automation is new to you, you need a partner who has the technical expertise to take you beyond just solution implementation. Our strategy services help you build constituent scoring methodologies, drip campaign best practices, journey mapping, and online form optimization. This is facilitated through identifying current pain points, creating personas, detailing goals and associated ROI, all with you at the center.


Increase user adoption.

We're there for your team with dedicated training and support to ensure you see impact with your new tools.

Our support offerings give you regular support with a skilled consultant who will tackle your most pressing marketing automation needs, so you can focus on building relationships. Support can range from strategic guidance to technical help with your current campaigns. Our packages are customized to your needs, starting from four hours per month up to a full-time consultant.