Redtag Helps a Dessert Brand Improve Customer Engagement by 70% with Salesforce

A fast-growing dessert studio was managing customer orders, stock, and deliveries across scattered tools like Google Sheets and email. As demand surged, this approach led to delays and errors. By implementing Salesforce Sales Cloud, the studio gained a centralized system to run daily operations smoothly and communicate with customers more effectively.

About:
The client specializes in high-end custom desserts — cakes, pastries, and event sweets — with a focus on freshness, presentation, and personalized service. Their growth was rapid, but operations didn’t scale with the same speed. Order processing was handled manually using Excel and Google Docs. Customer information was scattered. Real-time stock levels were unclear. Deliveries were often mismanaged, and phone-based sales lacked context on past client preferences or purchase history.
Industry:
Retail
Partners since:
2024
CLOUDS & TECHNOLOGIES:
Sales Cloud
Experience Cloud
The challenges

The Hidden Cost of Disconnected Processes

With multiple locations (including an international branch), the team needed one unified platform to manage:

  • Real-time inventory synced with incoming orders

  • Cross-location sales tracking
  • Personalized customer service across all touchpoints

  • Integrated delivery coordination with mobile access for couriers

Manual coordination between teams was draining resources and risking quality. They needed visibility, automation, and control.

The solution

From Kitchen to Customer, Tailored with Salesforce

To solve these challenges, Redtag deployed a custom Salesforce Sales Cloud solution tailored to the needs of a culinary production business. Key components included:

  • Full process automation – Flows, Apex Triggers, and LWC components now power a seamless customer experience — from order intake to delivery status.
  • Real-time stock sync with ERP – Integration with Syrve ERP enables accurate, real-time inventory tracking. The sales team can now see exactly what ingredients are available, preventing overpromising and enabling better procurement planning.
  • Telephony and CRM in one – With Binotel CTI integration, every incoming call instantly displays the full customer profile — including order history, preferences, and contact info — helping staff personalize each conversation.
  • Streamlined delivery with mobile access – Delivery drivers now use the Salesforce mobile app to access their route, confirm deliveries, and log notes. This has eliminated misdeliveries and improved courier performance.
  • Integrated online ordering – The brand’s website now connects directly to Salesforce, with all online orders automatically synced and logged. No more manual transfers or copy-pasting.
  • Multi-region data visibility – The system now unifies data from both local and international branches, providing full oversight for management — regardless of location.
The RESULT

The Business Impact in Numbers

Since launch, the studio has seen faster workflows, fewer errors, and stronger customer connections.

📈 100% visibility into orders, customers, and inventory across all locations
2x faster order confirmation and fulfillment
📉 40% fewer delivery errors thanks to better courier coordination
💬 70% higher customer engagement with more accurate and personal communication
📉 30% decrease in wasted ingredients due to precise stock forecasting

Salesforce gave the team a reliable, flexible system that supports daily work and ongoing growth. Sales, inventory, customer service, and delivery are all managed in one platform. As a result, they’ve created a sweet, seamless experience for every customer.

Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
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