Case Study

Choosing the Right CRM for your Organization


Get a consultation from a partner you can trust.

Find out what it means to invest in a solution that will continue to innovate, integrate, and adapt for the future of your business.
Talk to our specialists
Bongards CreameriesChanhassen, 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.


  • 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

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.

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.

e-BookTechnology Buying Guide
Deciding to invest in new technology is one of the most important decisions organizations face — and one of the hardest to navigate. We’ve created a Technology Buying Guide and Timeline and Complexity Calculator that will help walk you through the process.
Looking to do more with your data? We can help.