The dual-org setup created serious limitations:
❌ Fragmented sales and service data between EU and US teams
❌ Duplicated records, conflicting field usage, and missing info
❌ Complex case management and poor service visibility
Global Medical Imaging Leader Unifies Sales & Service with Redtag’s Salesforce Org Consolidation
A global medical imaging company operating in both the EU and US faced growing complexity across two disconnected Salesforce orgs. Redtag partnered with the client to unify systems, automate key workflows, and build a scalable solution tailored for cross-regional operations.
About:
The client is a global innovator in medical imaging, offering advanced diagnostic solutions used in dermatology and oncology. Operating through two brands — one EU-based, one US-based — the company serves clinics, hospitals, and distribution partners worldwide. Following a strategic acquisition, the team was left managing two independent Salesforce environments with overlapping use cases but inconsistent workflows. With expansion underway, they needed a more unified, efficient, and scalable foundation.
CLOUDS & TECHNOLOGIES:
Service Cloud
The challenges
Disconnected Data and Inefficient Workflows
❌ No clear way to support global growth or distributor expansion
❌ Regulatory risks around cross-border data sharing
The business required not only a technical merge — but a strategic redesign that would modernize workflows, improve reporting, and support long-term scale.
The solution
Streamlined Org Consolidation with Smarter Automation
Redtag led a comprehensive Salesforce org consolidation and optimization project.
The engagement began with a full Health Check across both orgs, uncovering inefficiencies, misaligned metadata, and outdated automations. From there, Redtag migrated the US org into the mature EU environment, carefully handling over 25,000+ product records, restructured Hardware/Software data, and redesigned processes for scale.
Key automations and improvements included:
- Automated case intake flows to simplify service processes
- Custom objects to track hardware, software, and service parts
- Shopify integration to streamline repair ordering and payments
- Transactional email notifications with secure checkout links
- Screen flows for internal teams to create cases with built-in approvals
- Process Builder and Workflow migration to Salesforce Flows
- Refactored 70+ Apex test classes for improved org health
- All changes were designed with EU/US data compliance in mind
The result: a unified Salesforce environment optimized for global operations, distributor engagement, and ongoing product/service expansion.
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The RESULT
A Single Platform for Global Scale
Since implementation, Redtag’s tailored Salesforce solution has significantly improved how the client manages repair service requests and internal workflows — across both EU and US operations:
✅ 30% faster case intake and processing — automated flows eliminate delays in approvals and payments
✅ 25% improvement in data accuracy — deduplication, clean mapping, and a unified HW/SW structure ensure trustworthy reporting
✅ 20% reduction in operational costs — thanks to reduced manual entry, streamlined workflows, and automation across orgs
✅ 50% better team collaboration — US and EU teams now work from synchronized data, shared flows, and a single view of service operations
🔄 Shopify integration generates real-time draft orders and secure checkout links for paid repairs
🧰 A new custom object for parts enables precise tracking and service analytics
🛠️ Case screen flows empower non-devs to adjust processes with no code
📦 Legacy product data was migrated and cleaned, ensuring accurate asset tracking and future scalability
“This solution finally gave us control over a messy, high-touch process. Now everything’s connected — from intake to approval to payment — and our teams in Europe and the US can operate with clarity.” — Project Lead, Medical Imaging Company
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+38 (063) 041 48 99