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The Idealist Way

By: Kirsten Kippen

The Idealist Way is our path that educates, guides, and empowers you as you embark on a Salesforce project with us. If you engage with us on a CRM implementation, 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.

Click here to learn more about how our unique training methodology sets you up for long-term success. If you'd like to learn more, click the button below to get in touch with us!


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