Case Study

Optimizing for a Quality CRM

Traeger Wood Fire Grill

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
Traeger Pellet GrillsSalt Lake City, Utah

Traeger Pellet Grills is a leader in the outdoor grilling and BBQ world. A 30-year-old brand, Traeger manufactures and distributes high-end, innovative wood pellet grills—including a smart wood-fired grill that downloads recipes straight from your phone and auto-cooks your meal to perfection.


  • Sales forecasting and goal tracking
  • Event lead tracking
  • Supply chain and inventory management
  • Warranty and case management
  • Accounting payment processing and refunds
By the numbers
Learn more about the client
years of grilling and culinary product experience
years as a salesforce customer

Watch how Traeger Grills capitalized on Salesforce, from self-implementation to CRM optimization.

The Challenge

A self-implementation led to fragmented technology.

After ten years of using their self-implemented instance of Salesforce, Traeger Grills began to feel the strain of fragmented technology. Departments working in silos to self-implement different functions of Salesforce meant there was no cohesion across any of Traeger’s business groups.

The Solution

An integrated solution designed for growth.

Our team performed an in-depth discovery to better understand Traeger’s business processes, operations, and growth goals. We then created a functional implementation plan to strategically integrate Salesforce successfully into all areas of 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 that they had never considered. Now, not only is their sales team running on Salesforce Sales Cloud, but they’re using Salesforce for supply chain and inventory management, in their call center for case and warranty support, and even their accounting team uses Salesforce for credit card processing and refunds.

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.