Idealist consulting
87 Case Studies
A Idealist consulting Case Study
Eden Housing, a California-based nonprofit provider of affordable housing, faced challenges with communication and data consistency across its multiple corporate entities. Using disparate systems like Excel and Constant Contact made tracking grants and reporting difficult. They engaged Idealist Consulting to implement a solution using the Salesforce Nonprofit Starter Pack to centralize their fundraising, grants management, and resident services data.
Idealist Consulting helped Eden Housing centralize its data on Salesforce, which improved grant tracking and reporting capabilities. The solution provided a system for managing workflow reminders and enabled on-the-spot reporting to demonstrate program impact. An unexpected benefit was improved employee morale, as staff could visually see the results of their work. The implementation by Idealist Consulting has positioned the organization to further develop its tracking for volunteers and fund development.