What We Do> Customer Relationship Management
Customer Relationship Management
Customer Relationship Management

Make Salesforce the hub of your systems and processes.

Our certified consultants will transform your processes and data into a database that can be utilized by your entire team to better understand your customers, donors or members.

Why idealist
We treat every project individually and customize all recommendations. We put relationships at the center of all CRM development. We know firsthand how to navigate fundraising and sales channels.
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CRM Services

Build and grow your database.

Our admins and developers will customize your CRM to help you accelerate your impact, whether you’re brand new to Salesforce or want to optimize an existing instance. Our customizations include building field and objects, page layouts and record types, or developing additional functionality through APEX, VisualForce and Lightning code. We also install and integrate third-party applications and facilitate data migration and training. We work with Salesforce Enterprise or Professional editions or managed packages such as the Nonprofit Success Pack and foundationConnect.


Reduce risk and unknowns.

For some technology projects, it's not enough to set requirements and go with the cheapest vendor: you need to have a smart plan built by someone with strong technological chops. We have four levels of assessment services: audit, needs assessment, strategic assessment, and feasibility study. Deliverables from our consulting team may include an outline of needs and recommendations, user story documentation, client time commitment estimates, implementation timeline, an entity relationship diagram (or schematic), gap analysis, and scope of work.


Connect complex applications.

Our team of skilled programmers will connect applications to the Salesforce environment through point-to-point coding, middleware or a manual import. We will connect your data securely and customize to your requirements. We know our way around NET, SQL and more. And we always consider data security and storage in our solutions.


Increase user adoption.

We're there for your team with dedicated training and support to ensure you see impact with your new tools. Our support offerings give you regular support with a skilled consultant who will tackle your most pressing CRM needs, so you can focus on your mission and relationships. Support can range from developer skills to simple admin tasks such as report building. We offer two primary support packages: a minimum 8 hours per month of ongoing support, or ad hoc support on an as-needed basis. We will work with you to determine the best fit.