SALES CLOUD
Sell better, faster, and smarter
Grow your business with Salesforce.
Customer experience is today’s currency, no matter what your industry or market. We can build you a tailored CRM with your customers, users and growth in mind. Our proven implementation approach focuses on good data, integrated workflows and a thorough understanding of your key business processes to ensure your CRM is built to help your team excel.
The Benefits of Salesforce CRM
- When all your key business information is stored and managed in one place, you gain better understanding of your customer experience. With full views to your customer data, you can sell smarter, service faster, and market easier. Additionally, you will be able to improve efficiency with Salesforce’s Einstein forecasting, allowing you to make data-driven decisions that grow your business.
- Salesforce eliminates silos by enabling visibility and easy access to data across the entire organization. This means that your team can collaborate more efficiently, resulting in a better customer and team experience. Salesforce CRM puts the customer at the center of your data so that you can make data-driven decisions not only in sales and marketing but also in customer service and support. With your entire team across all departments seeing a holistic view of the customer relationship, you’ll be better positioned to anticipate customer needs and drive growth.
- And because Salesforce is based in the cloud, your team has access to all of your customer data anywhere, anytime. This also eliminates the headache and cost of purchasing, storing and maintaining physical hardware and having to manually perform updates.
Tailored to You
Salesforce is a completely customizable tool that can be implemented by small businesses and international corporations alike. We can build you a tailored CRM with your customers, users, and growth in mind. And as your organization grows, Salesforce will grow right along with you.
Customization and integration experience is key to getting your best Salesforce implementation. Without it, you’re simply using the shell of a tool with no real substance—but it’ll come with a substantial licensing cost nonetheless.
Our Salesforce team will learn about your business, your challenges, and your plan for the future so we can design a customized solution that will take your business to the next level. We have a proven track record implementing customized solutions, including:
- Sales Cloud
- Service Cloud
- Community Cloud
- Field Service Lightning (FSL)
- Configure Price Quote (CPQ)
In addition, Salesforce’s AppExchange has an endless array of add-on applications built specifically for Salesforce. We can also help you integrate all of your business systems for a seamless experience.
Future-Focused Innovation
Removing friction from your sales cycle and providing an exceptional customer experience requires a deliberate focus on your business data. This is something that Salesforce knows and understands. Over the last several years, Salesforce has made a number of strategic investments and acquisitions to position themselves well in the data space. From acquiring Tableau—a leading data visualization software—to recently investing in data sharing solution Snowflake, the cloud giant knows that good data is the future of success.
When it comes to your organization, picking Salesforce means that you are investing in a solution that will continue to innovate, integrate, and adapt for the future of your business.
Mastering the Customer Success Platform
SERVICE CLOUD
COMMUNITY CLOUD
MARKETING CLOUD
APP CLOUD
CPQ (CONFIGURE PRICE QUOTE)
INTEGRATION
LIGHTNING DEVELOPMENT
FIELD SERVICE LIGHTNING
What Our Clients Say
We just talked about our challenges, and Eide Bailly came up with a perfect solution."
"We are now able to go to the data warehouse for all our data needs. The ability to run ad hoc reports and create and analyze relationships in data is amazing."
"We would not have been able to work during the pandemic without the software that Eide Bailly built for us."
"Eide Bailly first performed a very in-depth discovery exercise with us, understanding our business and the various business units that could potentially leverage Salesforce to understand our business processes beginning to end. They then swung into action with a functional implementation plan on how we can strategically place Salesforce in those business units and enable them for success."
"What we’re seeing now is a lot more controlled conversations with customers. Our forecast has increased. We’ve seen a lot more communication from the outside team to the inside team via quotes and just the recorded data with the customer. And our customers are finding us easy to work with, which is our whole goal."
What We Do
The Importance of Implementation
Transitioning your business to Salesforce is a big investment, and it’s important to make sure it’s done not only right, but also on time and on budget. The technology itself can only take you so far—it’s the implementation that makes or breaks your ROI. We have many clients that have come to us thinking there is an issue with their technology, when the fact is the technology was just poorly implemented. Our proven methods will make sure your implementation is done right the first time.
Eide Bailly has been a trusted Salesforce partner since 2009 and is recognized as a leader in Salesforce consulting, implementations, and development. Our team has successfully completed nearly 2,000 Salesforce projects with a 5-Star rating on AppExchange. You can trust our team to transform how you use Salesforce CRM.
Flexible Integrations
One of the most trusted approaches to maximizing the return on your Salesforce investment is to integrate it across your business.
Eide Bailly’s extensive experience implementing and integrating complex business systems will be your organization’s advantage. Our firm’s 100-year background as CPAs paired with our deep compliance and technology expertise means that we understand how to functionally integrate your CRM to your other core business systems at every level of your operations. Our team has developed standards-based recommendations and best practices that streamline your business and achieve real results.
From integrating Salesforce with your ERP for true quote-to-cash visibility to direct database and API integrations, our team’s consultant-first approach and holistic business approach will make the difference to your Salesforce experience.
Future Development
Implementing Salesforce CRM can yield impressive results, but in order for it to be truly transformative for your business, you need to have a long-term plan. You need to keep a clear focus on realizing a return on your investment and increasing the platform’s value over time. Changing needs mean that your Salesforce implementation is not—and should not be—over after your initial roll-out.
Your core business systems should be reviewed on a regular cycle to make sure that they are still aligned with your organizational objectives. Our team of experienced Salesforce consultants will help you design a proactive, value-driven technology strategy for your CRM. You’ll be left with a roadmap for the future so you see a return on your investment for years to come.
Long-Term Success
At Eide Bailly, we view our client relationships as long-term partnerships. Our work isn’t done when your project goes live.
Our team is here to help ensure your organization’s success and adoption on your new CRM. We build in user training and support as part of our project closing process. From managed services support to ongoing optimization and development, Eide Bailly is your trusted Salesforce partner for the long haul.
Data Analytics and Business Intelligence
Learn more about the role Salesforce plays in your data strategy.
Why Choose Eide Bailly to be your Salesforce Partner?
- Salesforce Partner since 2009
- 1500+ Successful Salesforce Projects (and counting!)
- 5-Star Salesforce AppExchange Reviews
- 90th Percentile in Client Satisfaction
- 100+ Salesforce Certifications across the entire Salesforce platform
Featured Insights
❯❯❯CUSTOMER SPOTLIGHT
County of Sonoma Energy and Sustainability Division
Government agencies constantly need to improve their methods of serving constituents. With the help of Eide Bailly advisors and Salesforce, they modernized the way they capture, analyze and manage their customers’ data. Moving to this powerful CRM tool has helped transform the way they operate and serve their constituents.
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