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Salesforce Services

CRM Implementation

Make Salesforce the hub of your systems and processes.

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Marketing Automation

Supercharge your communications and engagement.

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Managed Services

Partner with an expert to optimize and expand your organization’s digital solutions.

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The Idealist Way

Discover

We are your guide.

Every project begins with a thorough discovery process. Why now? What are your goals? Who will be affected?

2

Build

We customize for you.

We collect user stories and configure each sprint right in Salesforce so you can learn as the project unfolds.

3

Validate and Move

We've got your back with data migration.

We have skilled staff and tools to help with moving massive quantities of data from Access, SQL, or other data sources into Salesforce.

4

Launch

We empower you.

By launch time you'll be a Salesforce pro. But if you still want support, we're here for you.

The Idealist Way

Case Study

How Conservation Legacy Merged Multiple Systems Into One User-Friendly Instance

With 15 program sites across the country, Conservation Legacy engages youth, young adults, and veterans in conservation work. Every year their participants contribute millions of hours of service to public lands in the U.S.

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Case Study

How the American Academy of Arts and Sciences Built a Custom Online Community for Its Members

When the call for digital transformation sounded at the American Academy of Arts and Sciences, the organization decided to go full in.

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Case Study

Lutheran Immigration and Refugee Service Finds Efficiency with Salesforce

Since 1939 over half a million refugees have found new homes and communities because of Lutheran Immigration and Refugee Services’ (LIRS) dedication towards helping vulnerable people across the globe.

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