Solution Kits
An Idealist Solution Kit is a bundle of vetted solutions designed to help your organization lower deployment costs and simplify adoption through a streamlined and versatile development process.
Membership Solution kit
Ideal for memberships, enrollments, and subscriptions
This solution kit is a bundle of vetted solutions designed to help your organization facilitate the process of membership management, including payment processing and communications. With this solution you will avoid the additional fees of portal access and increase membership engagement by delivering calls of action directly to the member’s email inbox.
recurring revenue solution kit
Ideal for any nonprofit that wishes to move beyond the peaks and valleys of traditional fundraising
Together with Classy and UpRaise Consulting, we will help you maximize the impact of your online donation forms and fundraising strategy. This kit will give you the fundamentals you need to run a recurring revenue campaign and scale this to a recurring revenue program.
See flyer with features and benefits here.
See slidedeck from "Ramp up your Recurring Revenue Program" here
Watch "Ramp up your Recurring Revenue Program" webinar here
First Grant Management system solution kit
Ideal for start-up or low volume grant making institutions.
By leveraging the Salesforce.com Foundation’s donation of 10 Enterprise edition licenses, this cloud-based grant management and CRM system has a low initial deployment cost and zero recurring costs. The system architecture was designed specifically to grow with multiple upgrade paths as your institution’s needs change.
See flyer with features and benefits here.
GPS Tracker Solution Kit
Ideal for collecting GPS coordinates and managing data collection in the field.
Collecting and managing GPS coordinates and related data points (such as record details and survey responses) is essential functionality for organizations working in the field. Whether it be disaster recovery management, canvassing, or standard mapping, GPS coordinates can tell you the specific location of where data was collected. With a standard mobile device you will be able to map where you are when you post specific data related to those coordinates. Using Salesforce1, this information will be posted to a Salesforce.com record where you can report and manage with ease.
See flyer with features and benefits here.
View slidedeck with case study of this sample here.
Mentor Community Solution Kit
Ideal for organizations that want to engage and support mentors and mentor activities
Designed to support organizations that run mentoring programs, the Mentor Community Solution Kit, or "Mentor Tracker" is built using the Salesforce.com platform and Salesforce Communities. The use of Salesforce Communities allows external users or in this case, Mentors, to login to the organization's Salesforce.com database and access a set of data and functionality specific to their role. In addition to providing a streamlined information retrieval and data entry experience, Salesforce Communities is also an excellent tool for engaging and supporting the important work of Mentors.
See flyer with features and benefits here.
If you would like a presentation, please contact marketing@idealistconsulting.com.
Icons by Timothy Miller are licensed under CC 3.0
