Learn how Redtag automated manual quoting in Salesforce for a U.S. manufacturer of electrical power distribution equipment — speeding up sales and giving the team a clearer picture of their work.
Despite the complexity of their products, the team relied on Excel, Word, and manual processes to create and manage quotes. This caused several issues:
The company needed a modern, organized quoting workflow that reduced manual effort and made day-to-day work easier for the sales and operations teams.
To modernize quoting and create a unified sales experience, Redtag implemented Salesforce Sales Cloud tailored specifically for engineer-to-order workflows.
Structured quoting setup – Standardized quoting flows, dashboards, and PDF templates replaced scattered Excel and Word files — creating clarity and consistency across the sales process.
Automated data migration – Redtag migrated Accounts, Contacts, and backlog quote data, consolidating everything in Salesforce as the single source of truth.
Configurable sales workflows – Custom flows and components were built to support the detailed quoting steps required for engineering-heavy products, improving accuracy and reducing errors.
Training & enablement – Both end-users and admins received targeted training, ensuring confident adoption across the team.
ERP readiness – Redtag laid the foundation for future Global Shop ERP integration, enabling the company to scale toward a fully connected CRM–ERP ecosystem.
With Salesforce Sales Cloud implemented, the manufacturer achieved meaningful operational improvements.
“Moving our quoting into Salesforce transformed our workflow. The process is faster, clearer, and far more accurate than before. Our team finally has the visibility and control we were missing.”
— Operations Leader, Electrical Manufacturing
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