Before Salesforce, core workflows lived across HubSpot, email threads, spreadsheets, and separate tools. That made it difficult to keep everyone on the same page.

Common day-to-day issues included:

• Leads, customer updates, and follow-ups scattered across channels
• Manual data entry and duplicated information between teams
• Limited visibility into onboarding progress and support status

• SLA tracking and escalations that relied too heavily on people remembering the next step
• Reporting that took time to compile and often lacked a single source of truth
  
  

At the same time, G10 needed a system that supports growth without disrupting existing operational platforms (such as warehouse and ERP systems).

Redtag implemented Salesforce as G10’s system of engagement across Sales, Service, and Marketing, bringing customer data and workflows into one place with clear ownership and consistent processes. What changed for each team:

Sales (Sales Cloud) – Sales teams gained a structured way to manage leads, pipeline stages, and daily activities in one system so opportunities move forward with fewer missed steps and less manual tracking.

Customer Service (Service Cloud) – Support work moved into a consistent case process with clear ownership and service-level tracking. That helped the team stay organized, prioritize work, and handle escalations with better control.

Marketing (Marketing Cloud Growth + Data Cloud) – Marketing gained the ability to segment audiences and run automated outreach using Salesforce-aligned data so campaigns are more targeted and easier to manage without relying on disconnected workflows.

Data Continuity (HubSpot → Salesforce migration) – Core CRM data was migrated from HubSpot into Salesforce so teams could start with consistent records and reduce the need for cleanup or rework later.