Foundation Partners

We were looking for a way to better utilize Pardot/Account Engagement for outreach to our constituents. I learned about Foundation Partners through a contact at a sister institution and the ways they assisted their school. Working with Jim at Foundation Partners was fantastic. He was thoughtful, deliberative and asked lots of questions regarding our processes and procedures to fully understand our challenges and needs. In addition to meeting the statement of work, he took time to instruct and demonstrate ways to enhance how we use the tool. We look forward to the benefits of the work Foundation Partners did for us.

Excellent, down to Earth, and reasonable services. Common sense approach allowed us to start cleaning things up and begin to make progress for the first time in nearly 2 years. Highly recommend.

The partner is very knowledgeable about the Salesforce platform, particularly as it applies to higher education. He was able to effectively communicate and translate Salesforce processes, terminology, and functionality in a way that was easy to understand to those of us who are new users and tasked with being admins in the system. He was able to draw upon his extensive experience in working with other schools to answer questions, while also providing examples and ideas to addressing our specific needs at our school, even when our questions didn't pertain to the specific topic we were covering in the class. The area that could use improvement was the class materials. Better proofing and more exercises were needed, especially with the amount of content that was covered. The exercises were introductory but didn't test my understanding of the topic so I could get the right result but not know how I did it. Sometimes lack of proofing with typos, missing content, inconsistent formatting, etc. with the written materials caused confusion in completing the exercises. The training org we were each assigned is nice since it doesn't go away and we can keep using it. There were limitations in that it wasn't a complete org so you could only have a small number of users. I felt this kind of limited the way in which exercises were designed around this area. There are five post-class follow-up sessions where we meet for an hour to discuss how things are going. These are great! They allow us to take deeper dives into the content we covered but we also discuss topics that go outside the scope although they're relevant to our needs. I learn a lot from these sessions and the partner's experience with Salesforce is again evident. I would recommend this course to others, especially with the partner's expertise and communication skills, however, the course content could be improved.

Jim/ Foundation Partners, are resilient, adaptable, hardworking, and very respectful of time.

Foundation Partners came alongside York University as we lost our CRM expert, I am delighted to have them as a partner and trust them. We've been able to keep our processes going without delay. Jim is so patient and does a great job explaining things in a way that's easy to understand and make decisions.

Jim and Judy were able to keep our project on pace and to accommodate the needs of new users at various levels. They were particularly helpful in recommending the participation of our marketing department in the final meetings.

This partner was very knowledgeable in regards to our business, which is higher education, and how to best configure the new system.

We are very pleased.

Working with Jim and Matt from Foundation Partners was a very positive experience. Jim is very knowledgeable of Salesforce and was able to resolve all of the issues I presented to him. He did so in a very effective way, explaining to me the whole process from start to finish, communicating the logic and reasoning, and guiding me through the necessary changes. The knowledge I gained helped us move leaps and bounds in our current Salesforce environment and set me up to move us even further ahead in the future.

Foundation Partners' prior experience with organizations like ours was critical to the success of the project.