How a Nationwide Carrier Reduced Delays and Support Load with Salesforce + Agentforce

A national logistics provider partnered with Redtag to modernize dispatching and customer communication. With Salesforce Field Service and Agentforce AI, they replaced outdated tools with automated scheduling, real-time updates, and instant customer support — cutting downtime, reducing manual work, and improving delivery accuracy across their network.

About:
The client is a regional-to-national logistics company, handling thousands of shipments per week across diverse industries. Their services span retail, healthcare, and wholesale distribution, with time-sensitive delivery expectations and a geographically dispersed fleet. As demand grew, so did the complexity of coordinating drivers, updating customers, and keeping support teams in sync.
Industry:
Logistics
Partners since:
CLOUDS & TECHNOLOGIES:
Field Service
Agentforce
Service Cloud
The challenges

The Problem: Too Much Manual Work, Not Enough Visibility

Their teams were spending hours each day juggling spreadsheets, phone calls, and emails. Dispatchers worked around the clock to assign routes, often relying on static data and outdated maps. Meanwhile, customers flooded the support center with routine status checks and delivery change requests.

Key gaps included:

  • No real-time tracking or notifications
  • Inconsistent driver scheduling

  • Support teams bogged down with repetitive tasks

  • Missed windows, idle time, and growing operational costs

The goal wasn’t to overhaul everything — just to make everyday work less reactive and more predictable.

The solution

The Solution: Field Automation + AI-Powered Communication

Redtag delivered a custom solution built on Salesforce Field Service, Service Cloud, and Agentforce, stitched together to automate the day-to-day and give teams better control.

What we implemented:

  • Automated dispatching with Field Service – Drivers now receive dynamic schedules based on live traffic, distance, and priority, all optimized automatically in Salesforce. Dispatchers monitor job status in real time instead of fielding constant check-ins.
  • Proactive customer updates – Customers receive text and email alerts as their delivery progresses – with tracking links, ETAs, and instant status changes triggered by driver actions in the mobile app.
  • Agentforce for customer support – The AI assistant handles common requests – “Where’s my order?”, address changes, delivery confirmations – directly via chat and email, without involving a human agent.

  • Field Service Mobile for drivers – Drivers view their daily route, confirm deliveries, take notes, and upload proof-of-delivery, all from their phones, with data syncing back into Salesforce automatically.
The RESULT

What Changed: Fewer Bottlenecks, More Control

After launching the new system, the logistics team noticed steady, practical improvements:

  • 📅 98% of delivery visits were auto-assigned without dispatcher intervention

  • ✉️ 30% fewer incoming support requests thanks to automated status updates

  • ⏱️ 40% less idle time between deliveries, improving fleet productivity

  • 💬 Customers reported faster, clearer communication and better delivery confidence

By replacing fragmented tools with a connected system, the client made everyday work simpler for their team, and much smoother for their customers. No big transformation project. Just well-designed tools doing their job.

Maria Soviak

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Gracie Lynch, Account Executive
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