The company’s sales team faced serious operational challenges:

• Quotes created manually across Excel files, email threads, and local folders
• No centralized quote tracking or history

‍

• No formal discounting structure or approval flows
• Errors and back-and-forth in freight and pricing calculations

Without visibility into quote performance or standardized formats, the team struggled to forecast, measure margin impact, or maintain consistency across teams and customers.

Redtag worked closely with Keysteel to understand their quoting challenges and design a solution that fit their needs. By implementing Salesforce CPQ, Redtag helped the company move away from manual processes and adopt a more structured, automated approach.

The new system simplified how quotes were created, approved, and tracked. Pricing calculations, which were previously done manually, were automated to ensure accuracy and consistency. Approval steps were built into the system, making it easier for the team to manage discounts and ensure compliance with company policies.

‍

Additionally, the solution integrated with their financial systems, allowing sales and operations to work seamlessly together. This integration ensured that customer and pricing data stayed up-to-date, reducing errors and saving time.

‍