Managed Services
Why work with us?
Our team of Salesforce experts has been empowering nonprofit missions with technology for over fifteen years. With in-depth knowledge of the nonprofit space, we’re committed to future-proofing your organization.
From start to finish, we're here to help you succeed.
Managed Services Packages
IDEALIST SCOUT
Includes:
- A set number of hours to be used annually
- 72-hour maximum response time
- A quarterly session with a strategic planning partner
- Access to our project management tool, Story Navigator
Ideal for:
- Organizations whose internal admin has ad hoc support needs
- On-call maintenance support for your existing CRM
- Troubleshooting issues that arise with your database
IDEALIST GUIDE
Includes:
- A set number of hours to be used monthly
- Regular cadence with a strategic planning partner
- 24- to 48-hour maximum response time
- Access to our project management tool, Story Navigator
Ideal for:
- When your team needs a thought partner to support planning projects
- Troubleshooting CRM issues as they arise
- Training and onboarding your new and/or existing staff
IDEALIST ASSIST
Includes:
- A set number of hours to be used weekly
- Regular cadence with strategic planning partner
- 30-minute to 24-hour maximum response time
- A fixed schedule you can count on
Ideal for:
- Filling in your team's staffing gaps temporarily
- Staff transition coverage, including leaves of absence
- Interim support for your existing CRM's daily management
Idealist Scout
We’re here when you need us.
Idealist Scout is on-call administrative support for any issue or troubleshooting needs with your CRM. This service encourages user adoption of an existing Salesforce instance and provides you with access to developers and specialized support if your team reaches the edge of their skill set.
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Your internal team needs a little extra support prioritizing and planning projects.
Do you have a vision, but need help making it happen?
Idealist Guide
Ongoing strategic partnership to optimize and expand your digital solutions.
Make sure your CRM is working optimally, that it will grow with your organization, and that your team understands how to use its full potential. Idealist Guide is your long-term visioning partner, with a maintenance framework to support growth and strategy.
Idealist Assist
Dedicated resource embedded at your organization.
Idealist Assist is a full or part-time member of your organization’s team, managing your CRM's day-to-day and forward-looking optimization. This service temporarily supports your existing Salesforce instance at a fixed schedule you can count on.
Your internal admin is on parental leave, and you need coverage.
"Partnership with Idealist Consulting has positively transformed our operations as the [Idealist] team continues to provide the necessary support in navigating and reviewing current processes and discovering opportunities for system enhancements that meet business objectives."
"Idealist's project management, communication, and knowledge of Salesforce was incredibly impressive. They performed a complicated data migration and NPSP configuration that exceeded our expectations and business requirements."
"We’ve never worked with an external party before who brings SO much energy to our organization’s problems! We value Adam as a thought partner and appreciate the urgency he shows to tackling our items."
"We had 100% turnover in our IT staff and needed someone to evaluate our 8-year-old Salesforce instance. Idealist had several experts who looked at how we were doing things and made a number of recommendations for changes. Best of all, they prioritized the list and balanced urgency with cost and risk considerations."
