Case Study: Health Care for All strengthens grassroots organizing with Idealist Consulting and Salesforce

Health Care for All firms up digital organizing capacity with Idealist Consulting after 6 years on Salesforce

Health Care for All (HCFA), a nonprofit advocating for health justice in Massachusetts, faced a challenge with its long-standing use of Salesforce. While the system effectively tracked phone calls and coverage statuses for its multilingual HelpLine, it could not support the organization's grassroots advocacy and volunteer engagement efforts, which were managed manually. To revamp its digital organizing capacity, HCFA partnered with the vendor Idealist Consulting to optimize and customize its Salesforce instance.

Idealist Consulting conducted an in-depth discovery process and implemented Salesforce automation to streamline HCFA's advocacy work. The solution automatically engaged individuals who had recently gained healthcare benefits through the HelpLine, helping organizers identify and prioritize interested community leaders and volunteers. This optimization by Idealist Consulting firmed up HCFA's digital organizing capacity, making it significantly easier to transform residents seeking help into active healthcare justice advocates across the state.

Health Care for All (hcfa)