The company had outgrown the collection of tools and manual routines it relied on. Leads arrived from forms, emails, webinars, and LinkedIn campaigns, but there was no consistent way to decide who should work on what. Some prospects received immediate attention; others slipped through the cracks simply because no alert ever reached the right person.

Marketing faced a different challenge: campaigns were running, but results were scattered across platforms, making it difficult to understand what was actually working. Meanwhile, proposal development—one of the firm’s most important functions—was managed through shared folders, email chains, and offline templates. Tracking who was responsible for each step often took as much time as the work itself.

The team needed a clear system that reflected how they actually operated.

To create a single source of truth for the entire business development lifecycle, Capital Edge Consulting partnered with Redtag to implement Sales Cloud and Account Engagement. The goal was to replace friction with clarity.

How Salesforce Works for Them

Organized Lead Intake – Every new prospect enters Salesforce with consistent routing rules, scoring, and automatic reminders. High-priority leads rise to the top immediately, and follow-ups no longer depend on memory or manual tracking.

Marketing With Real Visibility – Forms, emails, and campaigns now feed directly into Salesforce, giving the marketing team accurate insight into what resonates with prospects – and what doesn’t.

Proposal Management in One Place – Proposal creation, template selection, team assignments, leadership approvals, and JAMIS notifications all happen inside Salesforce. No more searching for files or guessing who has the latest version.

Reporting That Matters – Dashboards show lead response times, campaign performance, proposal stage movement, contract timelines, and win/loss trends – data that leadership can now trust during planning and reviews.