At an M&A advisory firm, client relationships and deal activity were tracked across emails, spreadsheets, and a handful of tools. Over time, it became difficult to manage. This is where Redtag introduced Salesforce.
Much of the firm’s sales activity ran through emails, spreadsheets, and external research platforms.
This made it difficult to:
Follow-ups often depended on manual effort, and information was not always easy to access or align across the team.
The firm needed a central system that would support how they already work, without forcing rigid processes or unnecessary automation.
Redtag implemented Salesforce Sales Cloud as a foundation for managing relationships and deal activity, while keeping research tools independent. Here’s how the solution works:
Salesforce as the central workspace – Sales Cloud serves as the main place to manage leads, accounts, contacts, and opportunities.
Clear Buy-Side and Sell-Side pipelines – Separate pipelines define stages, ownership, and handoff points, reflecting how deals move in practice.
DocuSign integrated into deal workflow – Documents are sent, signed, and tracked directly within Salesforce, with status updates visible on each deal.
Basic marketing support with Account Engagement – Marketing Cloud Account Engagement handles listing emails, curated outreach lists, and simple nurture programs.
ZoomInfo integration for contact details – Missing information is added to leads and contacts directly within Salesforce.
Reporting for day-to-day tracking – Dashboards and reports show deal progress, activity, and next steps in one place.
The new setup made sales activity easier to manage and reduced reliance on manual coordination:
As a result, the team no longer needs to piece information together from different sources and can work from a single system. Deals are easier to track, and follow-ups no longer depend on manual reminders.
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