Idealist consulting
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A Idealist consulting Case Study
The Rhode Island Land Trust Council, a statewide coalition of land trusts, faced a challenge in coordinating its independent member trusts, which were using outdated, non-cloud-based systems like Excel and Microsoft Access. This made sharing up-to-date information nearly impossible. To address this, they commissioned Idealist Consulting to develop a custom Salesforce application.
Idealist Consulting built the Land Trust Tracker, an unpublished, unmanaged, and native application that standardized processes for tracking properties, projects, and volunteers. The solution enabled land trusts to share information efficiently from anywhere. As a result, the initial thirty trusts that adopted the app cut their CRM adoption costs by over 50% and achieved significant business process standardization, with the application continuing to be deployed by many more trusts years later.