Discover Why Companies Choose Eide Bailly for Salesforce Consulting

Technology isn’t enough — you need a partner who sees the whole business picture.

What Sets Eide Bailly Apart
As a certified Salesforce partner, Eide Bailly helps businesses implement, optimize and manage Salesforce for maximum ROI.

We’ve been a trusted Salesforce partner since 2009, and we’re recognized as a leader in Salesforce consulting, implementation, and development.
blue icon depicting a group of three people
Expert Guidance
100+ Salesforce certifications across our team and 5-star AppExchange reviews.
    blue icon depicting a task
    Proven Results
    Over 2,000 Salesforce projects in the 90th percentile in client satisfaction.
      blue icon depicting briefcase
      Specialized Knowledge
      Deep expertise in Sales Cloud, Service Cloud, CPQ, Field Service, and Revenue Cloud.

        woman talking
        Salesforce Consulting Partners You Can Trust
        We’re a Top 20 CPA firm helping businesses across the U.S. and internationally improve performance, protect what you’ve built, and prosper with confidence through financial, operational, and technical strategy.
        Ven Diagram depicting integrated systems and automated workflows equate to empowered teams

        Transforming Business Operations with Salesforce

        With multiple business units and diverse operational needs, this organization faced challenges in marketing automation, sales reporting, and system integration.

        Eide Bailly guided a comprehensive Salesforce transformation — integrating systems, automating workflows, and empowering teams with the tools to work smarter and scale faster.


        How We Helped

        • Implemented and optimized Salesforce applications, including Sales Cloud, Service Cloud, and Salesforce Maps.
        • Integrated third-party tools for seamless workflows across departments.
        • Enhanced digital marketing capabilities with automation and scheduling tools.
        • Improved sales forecasting and reporting for finance.
        • Delivered standardized messaging and inventory management for operations.
        • Enabled HR and IT efficiencies with user provisioning, SSO, and robust data integration.
        • Provided training and support to ensure successful adoption and long-term success.


        We felt that Eide Bailly really had a step above with how they went to implement Salesforce.
        Scott Tomes
        Chief Revenue OfficerBongards Creameries

        Frequently Asked Questions

        • What does a Salesforce consulting firm do?

        • How do I know if I need a Salesforce consultant?

        • Can you help migrate from another CRM to Salesforce?

        • What Salesforce products do you support?

        • Do you offer managed Salesforce services?


        Let’s talk about how Eide Bailly can help you get the maximum ROI out of your CRM.

        Our team of certified Salesforce consultants can help you implement, optimize, integrate, migrate, and manage Salesforce for your organization.

        Salesforce Leadership

        Cole Conroy

        Cole Conroy

        Principal

        Overall, Cole helps businesses facilitate change within their organizations. Whether it's helping organizations as they increase headcount to reach their growth goals to or to do more with what they currently have during times where being more conservative is the required path, he helps clients navigate those waters successfully and with clarity.