Case Study

Traeger Grills Leverages Eide Bailly for Salesforce Optimization

Traeger Pellet Grills| Salt Lake City, Utah

Traeger Pellet Grills was founded in 1987 with a mission to bring people together to create a more flavorful world. Today, Traeger is the creator and industry leader of the wood pellet grill, an outdoor cooking mechanism that uses all-natural hardwoods to grill, smoke, bake, roast, braise, and barbeque. Beyond grills, Traeger offers a diverse range of products, from accessories and cooking tools to rubs, sauces, and lifestyle gear.

KEY RESULTS

Streamlined sales forecasting and goal tracking
Enhanced event lead tracking
Improved supply chain and inventory management
Strengthened warranty and case management systems
Optimized accounting payment processing and refunds

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Who We Are

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

By the numbers

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30+

years of grilling and culinary product experience

selling wood-fired grill

10+

years as a Salesforce customer

Learn how Traeger Grills went from a disparate self-implementation to an optimized Salesforce investment.

The Challenge

A self-implementation led to fragmented technology.

Traeger Grills initially adopted Salesforce in a piecemeal manner, with various departments independently implementing the CRM to address specific needs. However, over the course of a decade, the company began to feel the strain of fragmented technology. Departments working in silos meant there was no cohesion across any of Traeger’s business groups.

Without a unified platform or strategy, the company faced challenges in data management, customer engagement, and decision-making processes.

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Wasted resources and time due to self-implementation efforts

Suboptimal utilization of their Salesforce investment

Lack of collaboration and visibility across departments

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The Solution

An integrated CRM designed for growth.

When Traeger sought to enhance their utilization of Salesforce, they turned to Salesforce itself for a trusted recommendation. Salesforce, in turn, directed them to Eide Bailly.

Our team started with an in-depth discovery exercise to better understand Traeger’s business processes, operations, and growth goals. We then created a functional implementation plan to strategically integrate Salesforce into all areas of the business.

Key solutions included Salesforce Sales Cloud, Service Cloud, App Cloud Lightening development, and integration with Epicor 10.1 ERP.

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“Our goal is to focus on what we’re good at — and we’re not a software implementation company. We knew we didn’t have the internal expertise to do this ourselves, so we turned to external guidance to fill in the gaps. We likely could’ve saved ourselves time and money if we had leveraged Eide Bailly sooner.”

- Ryan Newman, VP of IT | Traeger Grills

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The Results

A functional, quality product for the entire organization.

Traeger now has a strategic and cohesive Salesforce implementation that works across their business units. They’ve also tapped into capabilities with Salesforce they had never previously considered and have continued to work with our team to drive strategic direction, optimization, and future development in the platform.

Not only is their sales team running on Salesforce Sales Cloud, but other departments are leveraging Salesforce for supply chain management, inventory tracking, warranty and case support in the call center, and credit card processing and refunds in accounting.

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Industries
- Manufacturing, Distribution & Logistics
Offerings