A leading U.S. equipment distributor partnered with Redtag to eliminate data silos, connect Salesforce, DocuSign, and Microsoft systems, and accelerate its quote-to-close cycle. The MuleSoft-powered integration now drives instant data flow, streamlined operations, and measurable time savings across departments.
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Disjointed systems and manual workflows slowed down quoting and contract approvals. Customer data lived in Salesforce, while documents were handled separately in DocuSign and Microsoft systems, creating bottlenecks, inconsistencies, and limited visibility.
Key pain points included:
The client needed a robust, scalable integration layer that could unify data across systems and automate repetitive steps.
Redtag implemented a connected architecture built on MuleSoft, enabling real-time synchronization and automation between Salesforce, DocuSign, and Microsoft systems. The project was delivered within a three-month fixed-scope engagement, ensuring fast time to value.
Implementation Highlights
Redtag maintained consistent communication through weekly status meetings, transparent risk management, and a clear change control process. This governance model ensured delivery predictability and proactive issue resolution throughout the engagement.
After go-live, the client saw immediate improvements in quoting speed, accuracy, and overall efficiency:
✅ 70% Faster quote processing — Integrated data flow between Salesforce and DocuSign reduced approval times dramatically.
✅ 100% Data accuracy — Automated synchronization removed manual re-entry and reduced human error.
✅ Unified data access — All departments now share a single source of truth.
✅ Operational efficiency — Freed up sales and admin teams to focus on customer engagement and revenue generation.
With real-time data synchronization and automated document handling, the company can now move from inquiry to signed deal faster than ever, paving the way for scalable, connected growth.
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