"Anytime we need some sort of Salesforce automation we can’t handle, we go to Idealist Consulting...we've grown so rapidly that having a resource like this is critical. We know we can turn to [them] to help us think through any new Salesforce ideas or predicaments we have."

"Our company needed to re-architect our Salesforce CRM process to reflect our new business processes and needs. Idealist Consulting perfectly balanced their domain expertise with simple explanations to our team members of what processes and features might work best for our needs. Often it's difficult to get a simple "explain …