Case Study: Bongards modernizes quoting and saves time with Eide Bailly and Salesforce Agentforce

Bongards saves 40 hours a season with Eide Bailly

Bongards Premium Cheese, a farmer-owned cheese manufacturer, faced challenges with a manual, spreadsheet-heavy quoting process that created bottlenecks for its lean sales team. The company partnered with vendor Eide Bailly to modernize its Salesforce implementation and leverage new AI capabilities to streamline workflows and reduce confusion.

Eide Bailly implemented a solution using Salesforce Agentforce, Data Cloud, and intelligent automation to rebuild the quoting ecosystem. This included custom opportunity types, automated workflows, and AI-powered guidance, which eliminated manual processes and reduced errors. The project saved an estimated 40 hours of work during the bid season and laid the groundwork for future AI innovation, significantly improving user adoption and satisfaction.

Bongards