Idealist consulting
87 Case Studies
A Idealist consulting Case Study
St. Michael’s Abbey, a Catholic monastery, faced challenges with dirty data in Salesforce and lacked the internal resources to implement their Account Engagement (formerly Pardot) platform to support an ambitious $120MM fundraising campaign for a new building.
Idealist Consulting helped migrate and clean the monastery's legacy data into Salesforce. They then used Account Engagement to gate a video series, growing the prospect list from 4,000 to 19,000. Through improved segmentation, automation, and training, Idealist Consulting helped St. Michael’s Abbey achieve a 163% increase in donations and raise 66 times their annual operating expenses.