Idealist consulting
27 Case Studies
A Idealist consulting Case Study
The Christian Reformed Church in North America (CRCNA) needed a more secure, efficient way to manage its complex Ministers’ Pension Plan in Salesforce, after years of relying on .NET and SQL and growing from 10 to 70 Salesforce users. As its programs expanded, CRCNA turned to Idealist Consulting to help integrate the pension plan into Salesforce and gain a clearer 360-degree view of participants and internal operations.
Idealist Consulting built a custom integration connecting CRCNA’s .NET data with Salesforce, preserving existing information while moving it into a secure CRM environment. The result was a smoother, safer system that “took away at least 80% of the issues” CRCNA had been facing, while also improving administration, documentation, and change management for future growth.
Shirley DeVries
IT Director