Grow your business with Salesforce.

MASTERING THE CUSTOMER SUCCESS PLATFORM

SALES CLOUD
Sell better, faster, and smarter
SERVICE CLOUD
Build a customer-centric service model
COMMUNITY CLOUD
Connect in a shared digital space for your team, your customers, or your vendors
MARKETING CLOUD
Personalize your message on any channel
APP CLOUD
Develop faster on the Salesforce cloud platform
CPQ (CONFIGURE PRICE QUOTE)
Streamline your Opportunity to Revenue flow with quoting automation
INTEGRATION
Sync your back-office data and other business tools to Salesforce for complete views
LIGHTNING DEVELOPMENT
Use clicks – not code – to speed up productivity
FIELD SERVICE LIGHTNING
Deliver the best on-site service experience

What Our Clients Say

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.

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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.

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Data Analytics and Business Intelligence

Learn more about the role Salesforce plays in your data strategy.

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Latest Insights

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