Case Study: National Council on Aging achieves a unified custom CRM and 10%+ cost savings with Idealist consulting

National Council on Aging - Customer Case Study

National Council on Aging, a national voice for older Americans and the community organizations that serve them, faced the challenge of managing 16 separate database structures across multiple departments. They turned to Idealist consulting to help create a more unified, efficient system using Salesforce.com and related tools.

Idealist consulting implemented a customized CRM solution that integrated Salesforce Ideas, the Port social networking platform, and Convio Luminate to improve tracking for advocacy, communication, fundraising, and marketing. The result was one comprehensive custom CRM, standardized processes across six departments, improved staff efficiency and communication, and more than a 10% reduction in operational costs.

National Council on Aging