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Case Study

Optimizing for a Quality CRM

Traeger Wood Fire Grill

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Traeger
Traeger Pellet Grills| Salt Lake City, Utah

Traeger Pellet Grills is a leader in the outdoor grilling and BBQ world. A 30-year-old brand, Traeger manufactures and distributes high-end, innovative wood pellet grills—including a smart wood-fired grill that downloads recipes straight from your phone and auto-cooks your meal to perfection.

KEY RESULTS

  • Sales forecasting and goal tracking
  • Event lead tracking
  • Supply chain and inventory management
  • Warranty and case management
  • Accounting payment processing and refunds

Manufacturing, Distribution, and Logistics

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Salesforce

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By the numbers
Learn more about the client
30+
years of grilling and culinary product experience
10+
years as a salesforce customer

Watch how Traeger Grills capitalized on Salesforce, from self-implementation to CRM optimization.

The Challenge

A self-implementation led to fragmented technology.

After ten years of using their self-implemented instance of Salesforce, Traeger Grills began to feel the strain of fragmented technology. Departments working in silos to self-implement different functions of Salesforce meant there was no cohesion across any of Traeger’s business groups.

The Solution

An integrated solution designed for growth.

Our team performed an in-depth discovery to better understand Traeger’s business processes, operations, and growth goals. We then created a functional implementation plan to strategically integrate Salesforce successfully into all areas of business. Key solutions included Salesforce Sales Cloud, Service Cloud, App Cloud Lightening development and integration with Epicor 10.1 ERP.

“We knew that we didn’t have the internal expertise to do this ourselves, and the main thing for us is to focus on what we’re good at. We are a culinary brand that helps our customers optimize their cooking experience on our products. We’re not a software implementation company, and that’s not where we can invest our resources. So we identify and leverage experts in those fields to help us with those projects.”

-Ryan Newman, VP of IT | Traeger Grills 

The Results

A functional, quality product for the entire organization.

Traeger now has a strategic and cohesive Salesforce implementation that works across their business units. They’ve also tapped into capabilities with Salesforce that they had never considered. Now, not only is their sales team running on Salesforce Sales Cloud, but they’re using Salesforce for supply chain and inventory management, in their call center for case and warranty support, and even their accounting team uses Salesforce for credit card processing and refunds.

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