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