Data & AI Services
Helping nonprofits turn data into impact.
We partner with organizations to make sense of their data and establish the foundation necessary to utilize AI tools with confidence. This ensures that every program manager, fundraiser, and decision-maker has what they need to drive change.
Why Idealist
We bring clarity to complex systems by unifying data across platforms.
We see your data as a long-term asset that requires care as your systems evolve.
We know AI is only as powerful as the data that fuels it.
Data & AI Services
Data Readiness
Prepare your organization for innovation.
Our Data Readiness service ensures your data is optimized and ready for AI tools like Agentforce, as well as migration to Salesforce solutions like Nonprofit Cloud. We partner with your team to assess your current data and then define and implement necessary strategies for cleaning and organizing it. Once your data is ready, we provide training to equip your team with the skills and best practices needed for long-term data health. This helps future-proof your organization and maximizes the impact of data-driven initiatives.
Data Harmonization
Unify your data for a comprehensive view.
Our Harmonization service integrates data from multiple systems into a deeply unified, centralized view within Salesforce. Utilizing tools like Data Cloud, we connect and synchronize disparate data sources without replacing existing systems. This approach strengthens reporting and AI capabilities while giving your team a holistic view of your constituents, supporting more informed strategies and targeted engagement.
Agentforce
Activate AI capabilities within Salesforce.
Our Agentforce services help your organization implement Salesforce's AI functionality to streamline operations and elevate user experiences. From initial assessment to custom agent development, we assist you in configuring AI agents and predictive AI tailored to industry-specific functions like fundraising or program management. We partner with you to launch a focused, practical use case - then grow from there as your team builds confidence and sees real results, ensuring sustainable adoption, trust, and long-term impact.
Data Strategy
Go from data confusion to strategic clarity.
Our Data Strategy service helps your organization make sense of your data landscape and chart a clear, practical path forward. We collaborate with your team to uncover the root causes of data silos, low adoption, or messy records, then develop a long-term strategy and roadmap tailored to your goals. Along the way, we offer guidance and training to build internal capacity and lay the foundation for stronger data management and a fully integrated data environment.
