The company struggled to keep up with an increasing number of event inquiries. Every request required the sales team to manually check venue availability, adjust pricing, and create custom quotes, which made responding to clients time-consuming. Without a centralized system, leads were tracked across multiple spreadsheets, making it difficult to prioritize follow-ups and convert inquiries into bookings.

Pricing inconsistencies were another challenge. Since quotes were created manually, different team members sometimes applied pricing rules differently, leading to confusion for both staff and customers. Additionally, payments required multiple emails back and forth, delaying confirmations and causing frustration for clients eager to secure their event dates.

As demand for their venues grew, these manual processes became unsustainable. The company needed a scalable solution to automate lead tracking, standardize pricing, and streamline the booking process to prevent lost revenue and improve the customer experience.

Redtag worked closely with the client to implement a Salesforce-powered solution that automated lead tracking, pricing, and customer communications.

How It Works:

• Automated lead tracking – every inquiry is now logged instantly in Salesforce Sales Cloud, ensuring no lead is missed.
• Instant quoting with CPQ plus – sales reps can now generate accurate, rules-based quotes in seconds, eliminating manual price adjustments.
• Seamless payment processing – stripe integration enables secure, hassle-free online payments, reducing delays in booking confirmations.

• Improved customer communication – Kixie automatically logs calls and messages, giving the sales team a full view of customer interactions in one place.
• Venue availability in real time – the custom-built Salesforce calendar allows staff to instantly check venue availability, reducing scheduling conflicts.
• Marketing automation – the client migrated from HubSpot to Salesforce, enabling automated email campaigns and better lead segmentation.

With these improvements, the sales team can now handle inquiries faster, send consistent and accurate quotes, and manage venue bookings without the need for manual tracking.