The logistics Company previously used the Yardi platform for managing property data and pricing. However, this system lacked effective communication features and customization options, leading to difficulties in handling numerous requests, finalizing prices, and drafting proposals.

They needed an improved system for quote generation and contract signings, as well as a unified and adaptable template layout. The Company sought Redtag's expertise to develop a more refined platform for generating quotes, engaging with customers, and efficiently managing asset and pricing data.

The transformation of the Company's software systems began in spring 2021. By summer, Redtag had developed an MVP software version, integrating Salesforce CPQ to specifically cater to the Company's needs. This was further refined based on feedback. Salesforce became the central system for client interactions and contract execution, complementing the existing Yardi platform for asset data management. Redtag's customizations included:

• Installment billing;
• Approval for deferred payments;
• Integration of a subscription tool for contract renewals;
• Custom JavaScript Calculator for precise quoting.

The Advanced Approval app streamlined the approval process, while Visualforce pages allowed for dynamic quote documentation. For continuous integration, Copado was utilized, offering error-free deployment, and efficient tracking of progress and event histories. It was preferred over Salesforce's default options due to its superior error management and support for collaborative development.