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

Children’s Institute improves constituent communication with Idealist Consulting in 2 minutes

Children’s Institute, an Oregon-based nonprofit focused on early childhood support systems, faced challenges with communication and constituent tracking using their previous CRM, Luminate from Blackbaud. Their small team needed a more effective solution to manage relationships with a wide range of contacts, from government officials to grassroots organizers, which was critical for their fundraising and advocacy efforts. They partnered with Idealist Consulting to address these needs.

Idealist Consulting implemented a solution focused on targeted communication and advocacy, moving the organization to Salesforce. While the full results and measurable impact are detailed in the complete case study, the solution was designed to directly improve their operations by enabling more precise communication with fundraisers and potential supporters, moving away from a broad, ineffective approach.

Children’s Institute