Idealist Consulting
Idealist Consulting has spent nearly 20 years as one of Salesforce's original nonprofit implementation partners, delivering more than 2,000 projects for mission-driven organizations.
Specialties
About Idealist Consulting
Founded in 2006 and headquartered in Portland, Oregon, Idealist Consulting was one of only four consulting firms invited to become an original Salesforce Foundation partner, back when there were only a handful of nonprofit Salesforce configurations in existence. The firm helped contribute to the original development of the Nonprofit Starter Pack (the predecessor to today’s Nonprofit Success Pack) and was later named a Preferred Partner, a designation Salesforce reserved for firms that had completed 50 or more nonprofit projects with a sustained high client satisfaction rating.
How Idealist Consulting Works with Omatic
Idealist Consulting implements and configures the Salesforce instance nonprofits run their operations on. Omatic makes sure the data feeding that instance from the rest of the tech stack stays accurate long after the implementation is done.
When Idealist Consulting and Omatic Cloud work together:
- Every implementation is designed to last. Idealist Consulting’s certified team implements Salesforce Nonprofit Success Pack, Communities Cloud, and related solutions tailored to how organizations operate.
- Records reflect reality. Because Omatic keeps donor, program, and grant data flowing cleanly into the Salesforce instance Idealist Consulting builds, staff see complete, trustworthy supporter records from day one.
- Your leadership gets reporting they can trust. With a well-architected Salesforce instance and clean incoming data working together, organizations get the reporting they need to demonstrate real-world impact.
Services and Capabilities
Solution Implementation
Full Salesforce implementation projects, from Nonprofit Success Pack through Communities and Service Cloud, tailored to your mission.
Data & AI Services
Strategic planning, data readiness, integration, and AI agent configuration to prepare your organization for what’s next.
Managed Services
Ongoing, flexible support after go-live so your Salesforce instance keeps pace with a growing organization.
Marketing Automation
Pardot implementation and configuration to keep supporters engaged across channels.
App Development
Custom application development, including self-service portals, built on the Salesforce platform.
Grantmaking & Fundraising Solutions
Tailored grantmaking platforms and fundraising tools built to streamline operations.