CRM
This cloud-based CRM helps companies manage sales, service, and marketing in one platform and is a key Eide Bailly partner.
What is Salesforce?
This cloud-based ERP is a cornerstone of Eide Bailly’s technology consulting practice.
What is NetSuite?
This two-letter acronym refers to a visual dashboard tool often used for reporting and insights.
What is BI (Business Intelligence)?
Eide Bailly uses this non platform tool to connect systems like NetSuite and Salesforce.
What are APIs (Application Programming Interfaces)?
This Eide Bailly executive was appointed the firm’s first Chief Innovation Officer, symbolizing a formal commitment to forward-thinking leadership.
Who is Ross Manson?
Eide Bailly helps businesses improve this key sales metric, calculated by dividing closed deals by leads.
What is conversion rate?
ERP systems unify departments by sharing this critical business resource
What is data?
Eide Bailly helps clients transform raw data into strategic insights through this process.
What is data transformation?
This common integration platform as a service (iPaaS) used by Eide Bailly helps automate workflows between apps.
What is Celigo (or Boomi, MuleSoft)?
This technology consulting leader is not only a long-standing NetSuite specialist but also balances leadership with being a dedicated mother of two.
Who is Trina Michels?
This CRM strategy maps out each stage of a potential customer's journey, from awareness to decision.
What is the sales funnel?
Eide Bailly supports companies transitioning off this commonly outgrown small-business accounting software.
What is QuickBooks?
This platform, acquired by Salesforce, is often used for predictive analytics and storytelling.
What is Tableau?
This acronym stands for the standardized exchange of business documents between systems.
What is EDI (Electronic Data Interchange)?
Before joining Eide Bailly, this individual ranked top 10 in the Montana state spelling bee and served in Civil Air Patrol.
Who is Cole Conroy?
Eide Bailly helps companies connect Salesforce with ERP systems using this type of software that links data across platforms.
What is an integration platform?
This ERP feature tracks vendor payments, invoices, and approvals.
What is accounts payable (AP)?
Eide Bailly uses this type of model to help clients predict outcomes based on historical data.
What is a predictive model?
To ensure systems “speak the same language,” Eide Bailly often focuses on this kind of mapping.
What is data mapping?
With more than three decades of experience, this executive leads Eide Bailly’s growth strategy, business development, and go-to-market initiatives.
Who is Dino Farfante?
To improve user adoption, Eide Bailly often recommends this type of enablement, involving dashboards, alerts, and customized fields.
What is tailored user experience or user training?
Eide Bailly helps clients customize NetSuite to match business needs through this scripting and automation tool embedded in the tool.
What is SuiteScript?
It is summarized as ACCT which is to ensure data quality.
What is accurate, complete, consistent and Timely?
Eide Bailly designs and implements this type of architecture that allows multiple systems to exchange data in real time.
What is event-driven architecture?
This leader founded Kyazma
Who is Hans Hendershot?