Redtag Automates Sales and Cuts Order Processing Time by 60% for Industrial Machinery Manufacturer

Facing slow orders and frustrated customers, the prominent machinery manufacturer needed faster solutions. Redtag automated their sales processes, cutting delays and improving customer satisfaction with Agentforce and other effective tools.

About:
The company produces specialized machinery used across sectors like construction, mining, and agriculture. Managing complex orders for customized machinery meant handling detailed specifications and constant communication between departments. The existing process relied heavily on manual data entry and outdated software that didn't integrate well with Salesforce, creating data conflicts and delays.
Industry:
Manufacturing
Partners since:
CLOUDS & TECHNOLOGIES:
Sales Cloud
Agentforce
Slack
MuleSoft
The challenges

Tackling Slow Order Processing and Communication Issues

The manufacturer was struggling with delays in handling sales and order management. Their manual processes and outdated systems hindered operations, causing lost sales opportunities

The company's outdated systems caused:

  • Delays in processing orders, leading to dissatisfied customers.
  • Errors in manually transferring data between Salesforce and their ERP system.
  • Poor communication among sales, production, and operations teams.
  • Difficulty in quickly responding to customer inquiries and managing leads effectively.

With a large volume of orders, the sales team found themselves overwhelmed and needed a better, more streamlined approach.

The solution

Automating Sales and Order Management with Agentforce

Redtag created a smoother sales process using Salesforce and Agentforce, an AI-powered assistant, which delivered:

  • Instant customer responses – Agentforce provided immediate answers to inquiries, improving customer satisfaction and speeding up lead qualification.
  • Automated lead handling – Agentforce automatically qualified leads, gathering essential details about machinery specifications, budget, and timelines, logging everything seamlessly into Salesforce.
  • Integration with ERP – MuleSoft ensured Salesforce and the ERP system communicated accurately, eliminating manual data entry and synchronization errors.
  • Simplified communication – Slack integration kept teams instantly updated, providing real-time visibility into orders, production status, and customer needs.
  • Reduced manual tasks – Automation flows handled routine sales tasks, allowing the sales team to focus on more valuable activities.

All in all, the solution simplified their sales process, reduced errors, and improved communication without hiring additional employees.

The RESULT

Tangible Improvements in Efficiency and Customer Satisfaction

Since implementing these solutions, the manufacturer has seen immediate benefits:

  • 📈 60% faster order processing, dramatically improving customer satisfaction.
  • ⏱️ 40% fewer errors due to automated data handling.
  • ✅ Seamless, accurate synchronization between Salesforce and ERP systems.
  • 💬 Improved internal communication, allowing quicker decisions and smoother operations.

"Working with Redtag changed our operations for the better. Orders move faster, customers are happier, and our team spends less time fixing problems. Redtag delivered exactly what we needed – practical solutions that made our jobs easier. We highly recommend their approach", says the company’s representative.

Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
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