Idealist consulting
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A Idealist consulting Case Study
The Heckscher Foundation for Children, a foundation focused on leveling the playing field for young people, faced a challenge with its inefficient and fragmented grant management system. Their data was spread across three different platforms, making it difficult to get a comprehensive view. They sought a unified solution and partnered with Idealist Consulting to better utilize Salesforce.
Idealist Consulting implemented several applications, including Foundation Connect for grant management and Drawloop for document generation, to consolidate the foundation's data and processes into Salesforce. This solution resulted in a 75% increase in efficiency, saving significant time by automating previously manual tasks. The vendor's work allowed the Heckscher Foundation to focus on more important strategic work.