Managed Services
Why work with us?
Our team of Salesforce experts has been empowering nonprofit missions with technology since 2006. With in-depth knowledge of the nonprofit space, we’re committed to future-proofing your organization.
From start to finish, we're here to help you succeed.
Managed Services Packages
IDEALIST SCOUT
- Annual support agreements starting at just 40 service hours per year.
- Expert guidance and troubleshooting for organizations with an established internal admin or team.
- Access to a team of skilled Salesforce platform experts ready to execute your support requests.
- Sessions with a dedicated strategic planning partner.
- Access to our project management tool, Story Navigator.
- Maximum flexibility in contract options.
IDEALIST GUIDE
- Monthly dedicated service hours to support continual improvement.
- Strategic guidance and execution on initiatives in partnership with your team.
- Expert guidance for optimizations, integrations and post-implementation support.
- Sessions with a dedicated strategic planning partner.
- Use of our project management tool, Story Navigator.
- Access to an extended team of experts and specialists to fit your ongoing or changing needs.
IDEALIST ASSIST
- Custom weekly commitment of service hours from 3 weeks to 6 months in duration.
- Dedicated interim Salesforce admin embedded in your organization.
- Sessions with a dedicated strategic planning partner.
- Expert execution of assigned tasks and initiatives.
- Coverage for your team's staffing gaps including parental leave, leaves of absence, and staff transition.
Idealist Scout
We’re here when you need us.
Idealist Scout is on-call administrative support for any issue or troubleshooting needs with your CRM. This service encourages user adoption of an existing Salesforce instance and provides you with access to developers and specialized support if your team reaches the edge of their skill set.
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Your internal team needs a little extra support prioritizing and planning projects.
Do you have a vision, but need help making it happen?
Idealist Guide
Ongoing strategic partnership to optimize and expand your digital solutions.
Make sure your CRM is working optimally, that it will grow with your organization, and that your team understands how to use its full potential. Idealist Guide is your long-term visioning partner, with a maintenance framework to support growth and strategy.
Idealist Assist
Dedicated resource embedded at your organization.
Idealist Assist is a full or part-time member of your organization’s team, managing your CRM's day-to-day and forward-looking optimization. This service temporarily supports your existing Salesforce instance at a fixed schedule you can count on.
Your internal admin is on parental leave, and you need coverage.
"Partnership with Idealist Consulting has positively transformed our operations as the [Idealist] team continues to provide the necessary support in navigating and reviewing current processes and discovering opportunities for system enhancements that meet business objectives."
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"Idealist's project management, communication, and knowledge of Salesforce was incredibly impressive. They performed a complicated data migration and NPSP configuration that exceeded our expectations and business requirements."
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"We’ve never worked with an external party before who brings SO much energy to our organization’s problems! We value Adam as a thought partner and appreciate the urgency he shows to tackling our items."
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"We had 100% turnover in our IT staff and needed someone to evaluate our 8-year-old Salesforce instance. Idealist had several experts who looked at how we were doing things and made a number of recommendations for changes. Best of all, they prioritized the list and balanced urgency with cost and risk considerations."
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