Idealist Consulting
Website: [Idealist Consulting](https://idealistconsulting.com/)
Industry: IT Services and IT Consulting
Founded: 2000
Headquarters: 4076 N Mississippi Avenue, Portland, Oregon, 97227, United States
Company Type: Privately Held
Company Size: 51-200 employees
LinkedIn Followers: 4,325
Specialties: CRM, Admin Training, Salesforce.com, Nonprofit Technology, Marketing Automation, App Development, Salesforce.org, B Corporation, Pardot
Overview
Idealist Consulting is an award-winning B Corporation that provides Salesforce, marketing automation, and application development services primarily to NGOs and nonprofits worldwide. Established in 2000, the company offers over 20 years of experience in managed services and innovative technical solutions. It is committed to driving social and environmental impact and aligns with the global B Corp movement to uphold high performance and transparency standards.
Services
- Salesforce Solutions: Implementation, marketing automation, nonprofit cloud, and more.
- Custom Application Development: Tailored solutions like grant-making platforms and fundraising tools.
- Managed Services: Enhance IT infrastructure and facilitate smooth operations.
Values
Core values include humanitarianism, community building, and promoting racial equity and climate justice, positioning themselves as partners in innovation and change for clients.
Notable Achievements
The company uses the "Idealist Way," which educates, empowers, and guides teams through their Salesforce journey. They associate each corporate project with a philanthropy model, donating up to 10% of proceeds to a nonprofit annually via their Idealist Grant.
Key Personnel
- Rob Jordan - CEO and Founder: Key figure in growth, emphasizing support for nonprofit missions.
- C.W. - Chief Operating Officer: Oversees operational efficiency and strategic growth.
- I.F. - Head of Marketing and Business Development: Leads market expansion and client relationships.
Customer Testimonials
Clients, such as Colorado Public Radio, praise Idealist Consulting for its proactive data migrations and ability to exceed expectations without extensive client intervention.
Challenges
Despite accolades, Idealist Consulting has mixed employee reviews, with a 2.7 out of 5 rating on Glassdoor. Criticisms focus on leadership challenges, particularly among top executives, hinting at potential areas for organizational improvement.
Current Initiatives
Active in thought leadership and industry events, their presence at significant events like Salesforce's Education Summit highlights their dedication to technological and AI advancements in nonprofit tech.
Competitor Profile
Cloudsquare
- Location: Woodland Hills, California
- Specialization: Salesforce consulting with a focus on financial services.
- Unique Offerings: Provides bespoke Salesforce solutions, emphasizing end-to-end support and third-party app integration, with products like Cloudsquare Broker and Cloudsquare Lend.
KELL Partners
- Location: Austin, Texas
- Specialization: Salesforce implementation for nonprofits and educational institutions.
- Company Size: 11-50 employees
- Notable Achievements: Over 1,500 clients served, specializing in comprehensive Salesforce setups and training.
OpFocus
- Focus: Strategic Salesforce and business operations consulting for SaaS companies.
- Offerings: Expertise in integrating and optimizing Salesforce GTM tech stacks, including CPQ and custom software development.
SmartBug Media
- Nature: Full-service digital agency.
- Services: Inbound marketing, digital strategy, and design, recognized as a HubSpot Diamond partner.
Strategic Positioning
Idealist Consulting has a competitive advantage with its focus on education and nonprofit sectors, leveraging its Salesforce expertise for cloud-based solutions. Its alignment with social impact organizations underscores its market positioning. To enhance its market standing, Idealist Consulting can capitalize on current strengths and expand offerings to other niche markets while remaining adaptable to technological advances and evolving client needs in the Salesforce ecosystem.
