Before the project began, much of the firm’s sales and marketing work was handled through emails, manual processes, and separate systems. This made it harder to keep proposal information organized, track opportunity progress consistently, and give teams a clear view of client activity across the lifecycle.

Administrative work also created unnecessary friction for non-delivery teams. Without a central workspace for sales and marketing, follow-up depended too heavily on manual effort, information was harder to access, and coordination between teams took more time than it should have.

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The firm needed a practical way to bring these activities into one working system without disrupting the tools already in place for project delivery and financial oversight.

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Redtag helped the client build a Salesforce foundation designed for daily use, while keeping Deltek Ajera as the system of record for project and financial data. Here’s how solution works:

Salesforce as the main platform – Sales Cloud became the central place for managing leads, accounts, contacts, opportunities, and sales activity.

Ajera integration for client and project data – Salesforce was connected with Deltek Ajera so teams could access client, project, and high-level financial information more easily.

Optimized follow-up with Sales Engagement – Standard cadences were introduced for lead follow-up, proposal follow-up, and repeat client check-ins.

Foundational marketing support – Account Engagement was added for lead capture, nurture activity, and marketing-to-sales handoff.

Client feedback and NPS in Salesforce – Salesforce Surveys gave the firm a simple way to collect client feedback and NPS inside the same system.

Reporting for day-to-day visibility – Dashboards and reports were built to support pipeline tracking, sales activity, and project visibility.

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