As their customer base grew, the client’s sales team faced increasing pressure to deliver faster, more customized proposals. However, their existing process was entirely manual. Sales representatives had to gather apartment specifications, search supplier catalogs for matching products, manually build package options, and assemble proposals one-by-one. Each proposal involved time-consuming tasks like checking availability, calculating prices, and formatting detailed PDF documents.

This slow, manual approach led to longer response times, bottlenecks in deal flow, and greater risk of human error — from outdated pricing to incomplete product descriptions. In a market where speed and precision often determine who wins the contract, these inefficiencies put the client at a disadvantage. Sales teams were spending valuable hours on administrative tasks instead of focusing on client relationships and strategic growth. To maintain their leadership position and scale operations, they needed an automated, scalable solution.

Redtag introduced an integrated solution powered by Agentforce and Salesforce, helping the client eliminate manual bottlenecks and move deals forward faster.

• Automated data collection and smart product matching – Agentforce gathers project details and instantly recommends the best-fit furnishing packages tailored to apartment layouts and developer requirements.
  

• Salesforce integration for opportunity management – Opportunity records are created and updated automatically within Salesforce, providing sales reps with up-to-date information at every stage.
  

• Professional proposal generation – Branded, client-ready PDF proposals are generated instantly, including selected products, pricing, and visuals, dramatically reducing turnaround time.