Idealist Consulting | Nonprofit Consulting | Implementation & Managed Services

Idealist Consulting has been a reliable partner in supporting our Salesforce administration needs. Their team is responsive and knowledgeable in managing day-to-day issues. I especially appreciate all of the experts they have on staff, they solve problems collaboratively. I would recommend Idealist Consulting to any non-profit seeking dependable Salesforce support.

Idealist has been fantastic to work with! Our consultant had a lot of technical knowledge, communicated several options to us with pros/cons, built a clean solution, and responded to live errors very quickly. I look forward to our next engagement!

Absolutely incredible partner to work with.

Idealist supported us with enhancements to our grantmaking functionality within Salesforce Nonprofit Cloud and provided continued managed services across multiple organizational areas. We worked with Idealist to help streamline and better align our internal grantmaking workflow with Salesforce tools, ensuring our systems could keep pace with program needs. Their team quickly learned the nuances of our work and consistently translated those needs into thoughtful, achievable solutions. What stands out most is their balanced approach, when there is an efficient, straightforward path, they guide us to it, and when our needs are more complex, they offer options that scale appropriately. Idealist has demonstrated strong familiarity with nonprofit processes and made recommendations that clearly connect back to our operational goals. As a result, we continue to have cleaner workflows, more usable reporting, and greater confidence in how we manage key data. A helpful tip for others is to invest time early in clarifying priorities and Idealist will meet you there, aligning both strategy and technology to those priorities. They are partners who think critically and maintain focus on our organizational outcomes as well as technical execution.

We have been partnering with Idealist Consulting for Salesforce administration support for nearly five years, and they have consistently exceeded our expectations. What sets them apart is their genuine commitment to understanding our business needs and acting as true partners rather than just service providers. Idealist doesn’t just implement solutions—they take the time to explain the rationale behind their recommendations and ensure our internal team understands how to maintain and optimize our system moving forward. They have proactively identified opportunities for improvement, suggested cost-effective solutions, and have never hesitated to recommend approaches that benefit our organization, even when it might mean less billable work for them. Their deep Salesforce expertise, combined with their collaborative approach and clear communication style, makes them an invaluable extension of our team. We would highly recommend them to any organization seeking reliable, trustworthy Salesforce administration support.

Idealist Consulting was truly wonderful to work with. The team I worked with took the time and care to understand my organization, our needs, and culture to help provide Salesforce solutions. I appreciated the clear and considerate communication and approach to design during our support phase post-implementation.

Knowledgeable, easy communicators and timely in response and work completed.

Our experience has been elevated working with our particular consultant, Grant Copenhaver.

Our experience with Idealist was outstanding, particularly in project management. We needed a structured and organized implementation, and they delivered seamlessly. Their expertise in nonprofit solutions and Raiser's Edge migrations was phenomenal, ensuring a smooth and efficient transition.

They are a great group to work with!