Case Study

Choosing the Right CRM for your Organization

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Bongards Creameries| Chanhassen, Minnesota

Bongards is a premium cheese manufacturer and farmer-owned co-op with over a century of cheese-making expertise. They originally implemented Salesforce CRM in 2014, but the solution was not aligned with the way they went to market.

KEY RESULTS

Complete customer views across departments
Sales forecasting and metric tracking
Streamlined quoting process
Salesforce product and pricebook configuration
Workflow and approval process optimization
Happier teams and improved collaboration

Manufacturing, Distribution, and Logistics

Rely on the trusted expertise of manufacturing advisors to help you build and execute your strategic vision.

Salesforce

Learn more about what Salesforce can do for your organization.

Who We Are

Eide Bailly is a CPA and business advisory firm helping our clients grow, thrive, and embrace opportunities and innovation.

Watch how Eide Bailly helped Bongards align their CRM to support their go-to-market strategy.

The Challenge

Improperly implemented and integrated technology.

After a few years of painful growth, Bongards made the strategic decision to double-down on Salesforce and reinvest to get the right CRM implementation.

The Solution

A re-implementation with a trusted Salesforce partner.

Eide Bailly has been Bongards’ accounting firm for years, so when they learned that we also have an award-winning technology implementation and optimization team, they brought us in to share our ideas on fixing their poorly implemented Salesforce solution. After a thorough vetting of Salesforce partners, our Eide Bailly Salesforce team was brought in to optimize Salesforce. We began with a deep dive into Bongards’ go-to-market strategy, business processes, and requirements to enhance Bongards’ CRM experience. Their fully customized and integrated Salesforce solution includes Salesforce Sales Cloud, Pardot, and Ross ERP.

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“We felt that Eide Bailly really had a step above with how they went to implement Salesforce.”

-Scott Thomes, Chief Revenue Office | Bongards Creameries

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The Results

Eide Bailly helped Bongards improve their Salesforce experience.

Through Eide Bailly’s re-implementation of Salesforce, the Bongards sales team has seen a significant increase in terms of software adoption and project management. What was once a repository of customer information is now being used across all functions in the organization to increase efficiency. “It's made us a lot more efficient,” said Schott Thomes, Chief Revenue Officer. “People aren't chasing things, they just go to Salesforce and 9 out of 10 times they'll get their question answered.” And, as Bongards continues to grow, their Salesforce instance has been optimized to scale along with them.

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Industries
- Ag Producers
- Manufacturing, Distribution & Logistics
Offerings