Case Study

Traeger Grills Leverages Eide Bailly for Salesforce Optimization

Traeger Wood Fire Grill
Traeger Pellet GrillsSalt 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.


  • 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

Get a consultation from a partner you can trust.

IT team
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
By the numbers
Learn more about the client
years of grilling and culinary product experience
selling wood-fired grill
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.

yellow 1
Wasted resources and time due to self-implementation efforts
    yellow 2
    Suboptimal utilization of their Salesforce investment
      yellow 3
      Lack of collaboration and visibility across departments

        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.

        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.

        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.