Idealist consulting
87 Case Studies
A Idealist consulting Case Study
The Conrad N. Hilton Foundation faced a challenge with its disjointed data management, where contacts and event RSVPs were manually handled across multiple spreadsheets. This unsustainable process prompted them to reach out to Idealist Consulting for support in transforming their engagement tools and moving away from MailChimp.
Idealist Consulting implemented Salesforce's Pardot (Marketing Cloud Account Engagement) for the foundation. This solution automated data management, synced new grantee data to Salesforce, and streamlined event RSVVPs. The result was little to no required clean-up before campaigns, vastly improved tracking of engagement rates, and the ability for teams to focus on event strategy instead of manual administration.