Managing the lead lifecycle across multiple platforms created fragmented visibility and operational strain. Marketing activity lived outside Salesforce. Duplicate Accounts, Contacts, and Leads made reporting unreliable.

BDRs and AEs struggled to access a complete interaction history because emails, calls, SMS, and dialer activities were separated across systems. As inbound volume grew, inconsistent data structures, slow follow-up processes, and unaligned automation hindered conversion and created unnecessary work.

To help the organization strengthen engagement and reclaim operational efficiency, Redtag designed a modern Salesforce ecosystem that unifies data, streamlines communication, and establishes a consistent revenue workflow.

Data Cleanup & Governance – Redtag introduced a structured governance model that removes duplicates, standardizes field usage, and aligns permissions. This created a trustworthy data foundation that supports accurate reporting and daily operations.

Marketing & Lead Lifecycle Management – Marketing and lead workflows were consolidated into Salesforce to eliminate fragmentation. Redtag redesigned email automation, refined segmentation, implemented Web-to-Lead, connected website analytics to the lead lifecycle, and configured DKIM, Domain Key, and SPF to support deliverability and compliance.

Enhanced Sales Process – A unified activity model now captures every interaction – emails, calls, meetings, SMS – in one system. Automatic email syncing ensures complete visibility into BDR outreach so AEs can engage with context and respond more effectively.

Third-Party Integrations – Outlook, OneDrive, the CTI dialer, Sales Navigator, ZoomInfo, and Lusha were integrated directly into Salesforce, reducing manual work and ensuring alignment across tools and teams.

Reports & Dashboards – Redtag rebuilt dashboards based on the new governance model, providing real-time, reliable insights into marketing performance, sales activity, lead quality, and pipeline health – all from a single source of truth.