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

Children’s Institute cuts operating costs by 30% with Idealist consulting

The Children's Institute, an advocacy organization focused on early childhood education in Oregon, faced challenges with its previous Blackbaud Luminate CRM. The system created roadblocks for communication and fundraising, preventing the small but far-reaching nonprofit from effectively tracking constituents and targeting its messaging to key influencers, donors, and grassroots organizers.

Idealist Consulting implemented Salesforce as a new CRM solution, integrating it with Soapbox Mailer, CQ Roll Call, and Click and Pledge. This provided the Children's Institute with a more relational database, greatly enhancing their ability to segment audiences and target advocacy efforts. As a result of the migration facilitated by Idealist Consulting, the organization reduced its operating system costs by approximately 30% and gained a more effective tool for communication and decision-making.

Children’s Institute