Blaze the Trail to Salesforce Optimization and AI Readiness with Idealist Consulting's Pathfinder
In today's digital world, nonprofits turn to powerful CRM platforms like Salesforce to streamline operations, engage supporters, and drive mission impact. Our years of experience have shown that nonprofits often face challenges across three common areas:
- Organizations with solid infrastructure and budget who need strategic data guidance
- Organizations struggling to maintain their database amid constant technological change
- Organizations who have had multiple admins or developers updating their system over time and need help untangling its complexity– much like unwinding a ball of yarn
No matter which category describes your organization, Pathfinder can help illuminate the path forward. Pathfinder, your guide through an often-complex environment, is Idealist Consulting’s complimentary assessment of your Salesforce org.
Pathfinder's initial diagnostic scan uncovers hidden inefficiencies in your Salesforce org, such as outdated packages, ineffective workflows, security risks, and data architecture issues, like cluttered fields and objects. Following the scan, our team will provide insights and next steps that can lead to enhanced staff productivity, improve org health, and prepare your organization for adopting transformative AI tools.
How it works
Getting started with our complimentary Pathfinder process is simple:
- Begin your journey by requesting a Pathfinder scan through our website, where you'll share basic information about your organization and Salesforce instance.
- Once your request is received, Idealist will send you an email with instructions to trigger the diagnostic scan via Hubbl Diagnostics and securely connect to your Salesforce org.
- After the scan is complete, you'll schedule a convenient time to meet with our team to discuss your results in detail.
- During this collaborative session, Idealist will walk you through the scan findings, discuss your organization's specific needs, and outline actionable next steps.
What Insights Can Pathfinder Provide About Your Salesforce Environment?
Security Health Check
Protecting your organization’s data is paramount. Pathfinder examines your Salesforce security settings to identify any vulnerabilities that could put your organization at risk. This includes evaluating user access, data-sharing rules, and external security configurations. Improved security means:
- Lower risk of data breaches
- Greater trust among your stakeholders
- A safer environment for expanding your use of AI tools, which often rely on extensive data handling
Optimized Speed and Processing Efficiency
System speed affects every user interaction. Pathfinder assesses the impact of outdated packages, complex workflows, and excessive triggers on your Salesforce instance’s speed. A faster system contributes to:
- Higher productivity as users spend less time waiting for records to load
- Reduced frustration among staff, leading to smoother operations
- Readiness for AI implementations that rely on real-time data processing
Streamlined App Utilization
Unused or underutilized apps can be a hidden drain on resources. Pathfinder identifies apps that haven’t been updated or aren’t being utilized efficiently. By pinpointing these inefficiencies, you can:
- Cut unnecessary costs and allocate resources more effectively
- Ensure you are maximizing your investment in tools and applications
- Prepare for the integration of AI tools that may require budget adjustments
Field and Object Utilization
Field and object clutter can slow down processes, making it difficult for staff to find the data they need, and can negatively impact user adoption. Pathfinder examines:
- Field pollution: Superfluous fields can cause confusion and impact report quality. By diagnosing and cleaning up these fields, your team can focus on relevant data, boosting productivity and improving data accuracy.
- Object pollution: Redundant or excessive objects can hinder data navigation and reporting. Pathfinder helps streamline your Salesforce objects, enhancing speed, and user experience.
This streamlined approach results in:
- Easier report design and data analysis
- Faster navigation, reducing the time staff spends searching for information
- Improved efficiency and preparation for AI tools that require clean, structured data
Package Updates
Staying current with package updates is vital for leveraging the latest features, security patches, and performance enhancements. Pathfinder checks which packages in your Salesforce instance are outdated and evaluates their impact on overall system performance. By addressing these updates proactively, you can:
- Lower security risks and safeguard constituent data
- Enhance system performance and user productivity
- Reduce unexpected disruptions due to outdated technology
Intelligent License Management
Unused or mismanaged licenses are a significant financial burden. Pathfinder helps you:
- Optimize license quantity based on actual usage
- Ensure user roles and hierarchy settings are aligned with data access needs
- Identify opportunities to reallocate or consolidate licenses
Optimizing license use leads to:
- Enhanced data security through proper role assignments
- Cost savings by identifying and removing redundant licenses
- A more efficient structure for AI-driven user roles and data management
Adoption and Productivity Insights
User adoption is the backbone of any successful CRM implementation. Pathfinder measures which team members are engaging with your tools and identifies where more training might be necessary. This supports:
- Increased user productivity as team members utilize tools to their fullest potential.
- An understanding of whether departments are underperforming or require additional support
- Preparation for AI adoption by ensuring teams are comfortable and skilled with the current system
By reviewing these key elements through Idealist Consulting’s Pathfinder, your nonprofit can make data-driven decisions to enhance efficiency, reduce costs, and secure your Salesforce data—all while preparing your organization for the transformative potential of AI.
Get in touch with our team if you would like to schedule a Pathfinder scan and start charting your course to a healthier, more future-proof Salesforce environment.
