Case Study: Sacramento Tree Foundation builds a CRM-integrated mobile tree mapping app with Idealist Consulting

Sacramento Tree Foundation launches Salesforce1 mobile app in 3 months with Idealist consulting

The Sacramento Tree Foundation needed a mobile solution to capture accurate GPS and tree data in real time during property visits to support their urban forest initiatives. They partnered with Idealist Consulting to build a custom application that would seamlessly integrate this field data with their Salesforce.com database.

Idealist Consulting developed a Salesforce1 mobile app that enabled field staff to access daily visit lists, confirm location details using Google Maps, and input tree planting site data directly into forms. The solution ensured all information was captured in real-time within Salesforce, allowing for efficient site review and the generation of detailed maps for residents. This streamlined the foundation's data collection process and enhanced their ability to plan and monitor urban tree coverage.

Sacramento Tree Foundation