Case Study: Procore scales Salesforce integrations and processes with Idealist Consulting

Procore scales Salesforce integrations as workforce doubles with Idealist consulting

Procore, a provider of cloud-based construction software, faced significant challenges due to its rapid growth, which included restructuring internal processes, managing a dependable lead system for a new outbound sales team, and integrating solutions without internal APEX coding resources. They partnered with Idealist Consulting for Salesforce optimization and integration services to help them scale their operations effectively.

Idealist Consulting implemented key integrations for Procore, including connecting the financial system Intacct with Salesforce to provide greater pipeline transparency and integrating Procore's own internal application. This partnership provided a critical resource for problem-solving and resulted in nearly 100% user adoption of Salesforce, with almost all of the company's 108 licensed users logging in daily, enabling the company to efficiently manage its exponential growth.

Procore