The Idealist Way I Idealist Consulting

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The Idealist Way is our service delivery model, born of our nearly two decades of experience implementing technology solutions for nonprofits. With our experts as your guides, our method is designed to help you learn as you go, empowering your team for long-term impact.

The Idealist Way

Discover

Build

Validate and Move

Launch

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

Our Blog

Get Inspired.

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2.16.23

Our Approach to Project Management

By: Lisa Gilham

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5.21.24

Data Migration Made Simple: Own Your Data with Sto…

By: Idealist Consulting

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Salesforce + marketing
automation consulting

Get in touch

info@idealistconsulting.com

4076 N Mississippi Avenue,
Portland Oregon, 97227

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