Case Study: Packsize improves Salesforce integration and productivity with Eide Bailly

Packsize boosts productivity 10% with Eide Bailly

Packsize, a leader in efficient packaging solutions, faced a challenge with low user adoption of Salesforce and a lack of data sharing between their sales and operations teams, leading to inefficient processes. They engaged the vendor Eide Bailly to help them create a more integrated system for better decision-making.

Eide Bailly upgraded Packsize to Salesforce Enterprise and created a customized CRM solution with workflows and APEX triggers to automate processes and merge data. This integration provided real-time visibility for both teams. The solution from Eide Bailly resulted in a 10% increase in productivity, 10-15% time savings on new accounts, an increase in preventative maintenance completion from 70% to 85%, and wider adoption across the company.

Packsize