A leading supplier of interior fit-out products partnered with Redtag to modernize its sales quoting process. By integrating Salesforce CPQ with Agentforce’s AI-powered assistant, the company reduced manual steps, improved quote accuracy, and enabled sales teams to respond faster.
Despite strong sales performance, the quoting process was highly manual:
The company needed a system that could automate configuration and pricing logic, ensure quote accuracy, and allow sales reps to move faster.
Redtag implemented a solution that combined Salesforce CPQ with Agentforce’s conversational AI. Now, reps simply describe what they need — such as “Quote for a premium 2-bedroom apartment with appliances” — and Agentforce returns a complete quote, including pre-approved product selections, pricing breakdowns, and a branded PDF.
The system automatically links quotes to the correct opportunity in Salesforce, eliminating the need for duplicate data entry or manual formatting. Rules are configured to handle regional pricing, optional services, and available inventory.
Key features included:
Following deployment, quoting became faster, more consistent, and significantly less manual:
By removing manual dependencies and aligning product, pricing, and branding in one flow, Redtag’s solution gave sales teams the tools to focus on conversations, not formatting. Instead of building quotes from scratch, they now spend that time engaging with customers and moving deals forward with full confidence in what they’re sending out.
The solution not only increased quoting capacity but made it easier to onboard new reps, expand into new regions, and adapt pricing without disruption.
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