Case Study: a large nonprofit boosts fundraising and Salesforce adoption with Idealist Consulting

a large nonprofit migrates 55 million records off Blackbaud with Idealist consulting

A large nonprofit organization faced significant challenges with its Blackbaud Team Approach and Blackbaud Enterprise CRM systems, which hindered its fundraising efficiency and data democratization. With over 55 million records and a development team of 50+ users with varying technical expertise, they partnered with Idealist Consulting to migrate to a more controllable and user-friendly platform.

Idealist Consulting facilitated the migration to Salesforce NPSP, utilizing their proprietary StoryNavigator app for requirements gathering and user acceptance testing. The solution integrated Apsona, Classy, and Marketing Cloud, resulting in streamlined processes and automated donor acknowledgments. The outcome was a dramatic increase in user adoption, with staff becoming confident and self-sufficient on Salesforce, saving significant time and enabling them to focus more on their core fundraising mission.