The Idealist Way

The Idealist Way is our path that educates, guides, and empowers you when you go through a Salesforce project with us. If you engage with us on a CRM implementation starting in late 2018, you will experience:

1. A story of your CRM experience that will help you become more comfortable with what’s ahead and where you’ve been.

2. Timely resources including blog posts, Trailhead suggestions, and conversations with our Client Success Manager that align with the particular phase you are at in a project.

3. An immersive experience through our native Salesforce StoryNavigator application which we use to create and validate user stories as a foundation for our configuration work.