Smart Routing, Faster Fulfillment: Logistics Company Optimizes Ops with Salesforce + Redtag

A major logistics provider was growing fast, but its operational workflows weren’t keeping pace. Redtag stepped in to digitize their lead handling, streamline customer onboarding, and automate routing decisions across their transportation network.

About:
This regional logistics company operates thousands of shipments across the U.S. every week — from warehouse fulfillment to last-mile delivery. But as customer demand surged, legacy processes built on spreadsheets and manual coordination began to break. Sales reps spent hours qualifying new leads. Customer support juggled ticket backlogs. And routing managers struggled to align delivery slots with real-time capacity. The business needed a digital foundation to grow — one that could unify sales, service, and ops under one roof.
Industry:
Logistics
Partners since:
CLOUDS & TECHNOLOGIES:
Sales Cloud
Service Cloud
Agentforce
Experience Cloud
MuleSoft
The challenges

The client faced mounting operational pain points that threatened growth and customer experience:

  • Manual lead intake slowed down sales teams and left potential shippers waiting
  • Support tickets were scattered across email and spreadsheets, creating backlogs and long response times
  • Delivery routing decisions were made manually, increasing the risk of delays and inefficiencies

  • Customers had no easy way to request services, check delivery status, or communicate changes
  • Lack of real-time data limited management’s ability to monitor SLAs and warehouse capacity

This combination of fragmented processes and poor visibility was holding the company back at a critical moment in its expansion.

The solution

From Manual Intake to Automated Journeys

Redtag partnered with the logistics provider to modernize how the company responds to customers — from first contact to final delivery.

Here’s what we built:

  • Agentforce SDR to automate lead capture and qualification across web, email, and phone
  • Experience Cloud Portal for customers to submit delivery requests, track progress, and get real-time updates
  • Smart routing flows connecting Salesforce with internal TMS (via MuleSoft) to optimize routes based on distance, cargo type, and priority

  • Case management workflows in Service Cloud to speed up resolution and reduce support backlog
  • Sales Cloud for tracking commercial deals with shippers, including automated quoting and digital signature integration
  • Live dashboards in Tableau CRM to monitor delivery SLAs, warehouse load, and customer satisfaction in real time

The RESULT

Big Wins Across the Board

Since going live, the logistics company has transformed its operations — reducing manual work, improving speed, and creating a better customer experience:

📉 50% reduction in average customer onboarding time — automated intake and guided workflows get new shippers live faster
📦 100% automation of new delivery requests — every incoming job logged and routed instantly
⏱️ 35% faster route optimization and dispatch — real-time TMS integration eliminates guesswork
📈 Live SLA tracking across shipments and regions — management sees performance in real time and can intervene proactively
💬 Higher customer satisfaction — fewer touchpoints, faster updates, and transparent delivery tracking

By replacing manual coordination with a unified Salesforce platform, the company can now handle higher shipment volumes, make smarter routing decisions, and deliver a seamless experience for customers and partners alike.

“We used to spend half a day assigning routes and fielding calls. With Redtag’s automation layer, we now handle everything in minutes — and customers feel the difference.”
— COO, Logistics Partner

Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
Let’s talk

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