Packsize, a leader in efficient packaging solutions, had already deployed Salesforce when they came to Eide Bailly for help. Although their sales team was officially up and running on Salesforce, adoption and usage of the system was low—and their operations team wasn’t using it at all. To create standardized processes and gather more accurate and comprehensive data for better business decision making, Packsize needed a solution that would allow them to share information seamlessly between the sales and operations teams. We focused on creating a solution prime for data cleansing and process automation.
- Improved customer service
- Increased user adoption across accounting, marketing, R&D, and executive teams
- 85% completion rate in preventative maintenance, up from 70% pre-integration
- 10-15% savings in time spent on new accounts
- 10% increase in productivity