As demand increased, the team struggled to keep up with a growing number of email-based quote requests, follow-up messages, and customer service inquiries. Each task — from checking rate sheets to sending quotes — required human intervention, leading to longer turnaround times and missed opportunities.

The company needed an efficient way to:

• Reduce manual quoting and follow-up tasks
• Eliminate data entry errors and inconsistent pricing
• Provide faster shipment updates and after-hours responses
• Improve visibility and efficiency across the sales and service teams

Redtag deployed three Agentforce AI agents within Salesforce, each addressing a key business process:

• Quoting Agent – Parses incoming quote requests from email, applies rate sheets and pricing logic, and automatically generates Salesforce quotes for review and approval.
• SDR Agent – Manages lead follow-ups, sends personalized messages based on lead stage and priority, and keeps the pipeline active through automated cadences.

• Service Agent – Responds instantly to customer inquiries about order or shipment status, provides real-time updates from Salesforce data, and covers after-hours service through chat and email.

These AI-driven automations replaced hours of repetitive work with intelligent workflows, allowing the team to focus on high-value conversations instead of data entry.