Eide Bailly started by sitting down with both the sales and operations teams to understand their business processes and needs, so the solution could be customized around a unified set of goals. “We just talked about our challenges, and Eide Bailly came up with a perfect solution,” says Brad Buttars, Sales Operations Manager at Packsize.

Mindy Eddy, Director of Operations, agrees that the initial discovery meetings between Packsize and Eide Bailly were essential to the success of the integration project. “We came to them with some ideas, and they made them ten times better,” she says. “We’d never had that kind of experience with a vendor before.”

First, Eide Bailly helped Packsize make the business case to upgrade to Salesforce Enterprise Edition, which enabled the system to be fully customized. Eide Bailly then created an individualized and integrated CRM solution using workflows and APEX triggers, which allowed Packsize to automate everything from sales quotes to machinery requests. Pertinent data from sales operations was merged with all sales account information, so that both teams could see where each customer was in the sales process – all in real-time, from a single location.

The new solution also enabled the operations team to track equipment and maintenance in real-time. “Everything our engineers needed to do their job was customized in the solution,” explains Mindy. Engineering tasks were also standardized in Salesforce so that predictable processes could be created for each job function. “After adding these customizations, our engineers were all answering the same questions and using the same checklists, which meant all our customers were receiving the same excellent service.”