Idealist consulting B2B Case Studies & Customer Successes

Founded by a Peace Corps business development volunteer, award-winning Idealist Consulting is dedicated to providing nonprofits, private sector businesses, and government with advanced technical solutions that help them run more effectively. Whether it is Salesforce implementation, marketing automation, or app development, they’ll help you make an impact. Idealist Consulting is recognized as one of the original Salesforce implementation partners and has been the top-ranked consulting firm on the AppExchange for six years running.

Airlink achieves faster disaster response and mission matching with Idealist Consulting

Airlink

Airlink centralizes disaster relief coordination with Idealist Consulting and Salesforce

Airlink

American Academy of Arts and Sciences builds a custom member community with Idealist Consulting

American Academy of Arts and Sciences

American Himalayan Foundation streamlines nonprofit data and donor communications with Salesforce and Idealist Consulting

American Himalayan Foundation

American Himalayan Foundation streamlines donor management and reporting with Idealist Consulting

American Himalayan Foundation

Neal Riordan

Communications Manager

Applied CAx achieves greater trust in Salesforce data with Idealist Consulting

Applied CAx

Applied CAx improves Salesforce data confidence with Idealist Consulting

Applied CAx

a grantmaking arts organization streamlines grant management with Idealist Consulting, Salesforce Foundation Connect, and Conga Composer

Arts Organization Grantmaking Foundation

Ashby Village improves volunteer management with Idealist Consulting and Salesforce

Ashby Village

Barbells for Boobs boosts peer-to-peer fundraising with Idealist Consulting and Classy

Barbells For Boobs

Barbells For Boobs boosts peer-to-peer fundraising with Classy and Idealist Consulting

Barbells For Boobs

Barbells For Boobs achieves streamlined peer-to-peer fundraising with Idealist Consulting

Barbells For Boobs

BOKS streamlines Salesforce and grows with Idealist Consulting Admin Support

BOKS

Brickwork achieves a custom Salesforce app evolution with Idealist Consulting

Brickwork

Tom Epplett

Founder

a California nonprofit achieves a 360-degree view of advocates with Salesforce from Idealist Consulting

California Nonprofit

Cancer Foundation for Life centralizes program and donor management with Idealist Consulting and Salesforce

Cancer Foundation for Life

CASA of Oregon optimizes Salesforce adoption with Idealist Consulting

CASA of Oregon

Child Care Aware of Washington Simplifies Database Migration with Idealist Consulting

Child Care Aware of Washington

Children's Institute achieves stronger constituent tracking and lower operating costs with Idealist Consulting and Salesforce

Children's Institute

Doug Wells

Chief Development and Financial Officer

Children’s Institute improves communication and constituent tracking with Idealist Consulting and Salesforce

Children’s Institute

Children’s Institute improves constituent communication and cuts costs with Idealist Consulting and Salesforce

Children’s Institute

Christian Reformed Church in North America achieves a secure 360-degree view of its Ministers’ Pension Plan with Idealist Consulting

Christian Reformed Church in North America

Shirley DeVries

IT Director

Christian Reformed Church in North America achieves a secure 360-degree view of its pension plan with Idealist Consulting

Christian Reformed Church in North America

City Teaching Alliance optimizes Salesforce and reduces technical debt with Idealist Consulting's Assessment

City Teaching Alliance

Clackamas Women’s Services improves donor reporting with Idealist Consulting and NPSP Household model

Clackamas Women's Services (cws)

Clackamas Women’s Services achieves cleaner donor reporting and stronger moves management with Idealist Consulting

Clackamas Women’s Services

Chris Wilhite

Director of Development and Communications

Conrad N. Hilton Foundation improves campaign management and event tracking with Idealist Consulting’s Salesforce Pardot solution

Conrad N. Hilton Foundation

Eden Housing achieves centralized grant and resident services management with Idealist Consulting

Eden Housing

Jennifer Reed

Director of Fund Development and Public Relations

Eden Housing improves grant tracking and resident services with Idealist Consulting and Salesforce Nonprofit Starter Pack

Eden Housing

Envoy achieves scalable lead management with Idealist Consulting

Envoy

Ben Jefferson-Dow

Director of Operations

Envoy scales lead management and reporting with Idealist Consulting and Salesforce

Envoy

Fund for Public Health in NYC streamlines complex data relationships with Salesforce and Idealist Consulting

Fund for Public Health in NYC (fphnyc)

Global Fund for Women achieves rapid crisis fundraising success with Soapbox Engage by Idealist Consulting

Global Fund For Women

Global Fund For Women achieves record disaster relief fundraising with Idealist Consulting

Global Fund For Women

Grameen Foundation achieves cleaner, more targeted nonprofit marketing with Idealist Consulting and Account Engagement

Grameen Foundation

Health Care for All strengthens grassroots organizing with Idealist Consulting and Salesforce

Health Care for All (hcfa)

HeritX launches a strong nonprofit foundation with Idealist Consulting and Click & Pledge

HeritX

iATS Payments builds and scales Brickwork, a Salesforce donation app, with Idealist Consulting

iATS Payments

Idaho Conservation League achieves cleaner Salesforce and better donor tracking with Idealist Consulting

Idaho Conservation League

Idaho Conservation League achieves cleaner Salesforce and better donation tracking with Idealist Consulting

Idaho Conservation League

Natalie Chavez

Systems Associate

James Beard Foundation achieves a single source of truth with Salesforce and Idealist Consulting

James Beard Foundation

James Beard Foundation expands donor engagement and grantmaking with Idealist Consulting's Salesforce solution

James Beard Foundation

Jewish Community Relations Council modernizes constituent relationship management with Idealist Consulting and Salesforce

Jewish Community Relations Council (jcrc)

Jewish Community Relations Council modernizes constituent relationship tracking with Idealist Consulting and Salesforce Nonprofit Success Pack

Jewish Community Relations Council (jcrc)

KVIE Public Television boosts membership engagement with Pardot and Idealist Consulting

KVIE Public Television

a large nonprofit boosts fundraising and Salesforce adoption with Idealist Consulting

Large Nonprofit

MIND Research Institute consolidates databases and boosts Salesforce functionality with Idealist Consulting

Mind Research Institute

mParticle streamlines Salesforce support with Idealist Consulting

mParticle

National Community Land Trust Network achieves streamlined nonprofit operations with Idealist Consulting

National Community Land Trust Network

Jessica Grant

Member Services and Operations Administrator

National Council on Aging achieves a unified custom CRM and 10%+ cost savings with Idealist consulting

National Council on Aging

National Council on Aging consolidates 16 databases with Idealist Consulting

National Council on Aging

Oregon Public Broadcasting boosts email engagement and ad sales with Idealist Consulting and Pardot

Oregon Public Broadcasting

Oregon Public Broadcasting modernizes communications with Idealist Consulting's Pardot

Oregon Public Broadcasting (OPB)

Pachamama Alliance improves pledge processing with Idealist Consulting and Salesforce NPSP

Pachamama Alliance

Paragon BioTeck transforms business operations with Idealist Consulting and Salesforce

Paragon BioTeck

Paragon BioTeck achieves streamlined inventory and order management with Idealist Consulting

Paragon BioTeck

James Larsen

VP of Information Systems

Poached Jobs automates its sales cycle with Idealist Consulting

Poached Jobs

PoachedJobs achieves automated sales cycle management with Idealist Consulting

PoachedJobs

Kathleen Bone

State Manager

Procore scales Salesforce integrations and processes with Idealist Consulting

Procore

Procore achieves Salesforce scale and integration success with Idealist Consulting

Procore

Brandon Poling

Business Intelligence Manager

Project Palestine builds a cloud economy with Idealist Consulting

Project Palestine

Rhode Island Land Trust Council achieves streamlined land trust tracking and lower CRM costs with Idealist Consulting

Rhode Island Land Trust Council

Helen Trajer

President

Rhode Island Land Trust Council streamlines land trust operations with Idealist Consulting's Salesforce app

Rhode Island Land Trust Council

Sacramento Tree Foundation builds a CRM-integrated mobile tree mapping app with Idealist Consulting

Sacramento Tree Foundation

Sacramento Tree Foundation streamlines tree data collection with Idealist Consulting and Salesforce

Sacramento Tree Foundation

Sacramento Tree Foundation achieves real-time mobile tree data capture with Idealist Consulting

Sacramento Tree Foundation

Save the Hipsters achieves stronger donor generation with Idealist Consulting

Save the Hipsters

Millie Jensen

Marketing Director

Second City Canine Rescue streamlines pet adoptions with Salesforce and Idealist Consulting

Second City Canine Rescue

SightLife boosts Salesforce adoption with Idealist Consulting

Sightlife

St. Michael’s Abbey boosts fundraising and donations with Idealist Consulting and Account Engagement

St. Michael’s Abbey

Team Rubicon scales disaster-relief fundraising with Idealist Consulting and NGO Connect

Team Rubicon

The Banfield Foundation boosts small donor tracking with Idealist Consulting and Salesforce

The Banfield Foundation

The Financial Clinic streamlines data migration with Idealist Consulting

The Financial Clinic

The Heckscher Foundation for Children achieves 75% greater grant management efficiency with Idealist Consulting and Salesforce

The Heckscher Foundation for Children

The Heckscher Foundation for Children achieves 75% greater grant management efficiency with Idealist Consulting

The Heckscher Foundation for Children

Indya Hartley

Grants Manager

The Mission Continues achieves streamlined volunteer event management with Idealist Consulting

The Mission Continues

Brian Wilson

National Service Platoon Manager

The Mission Continues streamlines volunteer event management with Idealist Consulting and Salesforce Communities

The Mission Continues

Thread improves data management and event tracking with Salesforce Experience Cloud and Idealist Consulting

Thread

Thread achieves streamlined volunteer and student management with Idealist Consulting and Salesforce Communities

Thread

Brian Nelson

Manager of Data and Research

Thread streamlines volunteer and student management with Idealist Consulting and Salesforce Experience Cloud

Thread

Vs. Cancer achieves greater fundraising transparency and efficiency with Idealist Consulting

Vs. Cancer

Chase Jones

CEO and Founder

Vs. Cancer boosts peer-to-peer fundraising with Idealist Consulting and Salesforce integration

Vs. Cancer

Vs. Cancer improves fundraising and donor communication with Idealist Consulting and Salesforce integration

Vs. Cancer

Wikimedia Foundation streamlines case management with Idealist Consulting and Salesforce

Wikimedia Foundation

No matching case studies

Featured Companies

Accelo

90 Case Studies

acre security

106 Case Studies

Bill.com

272 Case Studies