The team’s research workflow relied on jumping between Google Drive/Dropbox folders, individual PDFs, and browser searches. That made it easy to lose time, duplicate effort, or deliver inconsistent answers. The business needed a way to centralize product research inside Salesforce and ensure every response could be traced back to an authoritative source.
Agentforce Centralizes Product Research for Inside Sales at Bill Casey Electric Sales
Bill Casey Electric Sales, Inc. needed to stop losing time to manual research across hundreds of PDFs and scattered folders. Read how Redtag delivered an internal Agentforce AI agent in Salesforce that answers product and competitive questions with clickable source links.
About:
Bill Casey Electric Sales, Inc. supports customers with detailed electrical product knowledge – specs, part numbers, and competitive information – across a large catalog of vendor documentation. But as product libraries grew, finding the right details quickly became harder, forcing reps to search through PDFs and folders while juggling active customer conversations.
CLOUDS & TECHNOLOGIES:
Sales Cloud
Agentforce
The challenges
Ending the “PDF Hunt” for Specs and Part Numbers
The solution
A Source-Linked Inside Sales Agent, Built in Salesforce
To streamline product and competitive research without disrupting existing systems, Bill Casey Electric Sales partnered with Redtag to design and deploy a role-based Agentforce AI agent for Inside Sales. The solution brings searchable knowledge into a Salesforce sidebar chat experience and returns answers with direct links to the supporting documents.
How It Works
- Answers product and competitive questions in Salesforce – Reps ask questions in an Agentforce chat window within Salesforce, keeping research in the flow of work.
- Searches across PDFs, cloud folders, and the web – The agent pulls relevant information from product brochures/spec sheets in Google Drive and Dropbox, plus trusted web sources.
- Provides verifiable source links – Each answer includes clickable links to the exact PDF pages or web pages used, improving trust and consistency.
- Applies role setup and security guardrails – Topics, access, and response behavior are configured to support secure internal use.
- Supports adoption and rollout – Redtag provided admin training, tailored user training, end-user/admin guides, and post-go-live hypercare (up to one week).
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The RESULT
Faster Sales Responses in a 2-Month Rollout
With Agentforce embedded in Salesforce and backed by source-linked answers, Bill Casey Electric Sales can now handle product and competitive questions with far less manual searching. Teams in similar document-heavy sales environments typically see:
- 30–60% faster time-to-answer for common spec and part-number questions
- 40–70% fewer manual lookups across PDFs and shared folders
- More consistent responses across reps, supported by clickable proof links that reduce back-and-forth and rework
This shift keeps reps in Salesforce, shortens research loops, and improves confidence in the information shared with customers.
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Lviv, 79024, Ukraine
+38 (063) 041 48 99