As Xpansiv expanded, their operations became increasingly complex. Their sales, service, and marketing teams were each using separate Salesforce orgs, creating silos and inefficient workflows. The company’s sales teams struggled to manage a growing lead volume, while service teams had difficulty accessing up-to-date customer data, making it harder to provide fast, personalized support.

Marketing efforts were also hampered by the lack of centralized customer data, leading to less targeted and timely campaigns. Additionally, with multiple Salesforce orgs in place, Xpansiv was also facing an increased level of technical debt, complicating their infrastructure and slowing down innovation. 

To address these challenges, Xpansiv partnered with Redtag to consolidate their Salesforce environments into a single, unified platform. The solution involved integrating Xpansiv’s Sales Cloud, Service Cloud, and Marketing Cloud (Pardot) into one cohesive system. Key features of the solution included:

• Sales Cloud Integration: All sales teams now have access to a centralized pipeline, allowing for improved tracking of opportunities and faster response times. 
• Service Cloud Integration: With real-time data syncing, service teams now have full visibility into customer histories, ensuring they can provide faster and more effective support. 

• Marketing Cloud Integration (Pardot): With a unified database of customer insights, Xpansiv’s marketing efforts became more targeted and personalized.
• MuleSoft Integration: To ensure smooth data flow across the platform, Redtag implemented MuleSoft to sync data between different systems and reduce errors. This integration allowed Xpansiv to improve its data management and decision-making capabilities across all departments.

The new solution also involved eliminating legacy customizations and outdated workflows that were causing inefficiencies.