The journey began when the client pinpointed a significant issue: the disconnection between their marketing and sales efforts. This rift in their operations was causing inefficiencies and missed opportunities. They realized the necessity for a solution that not only bridges this gap but also offers scalability to evolve with their growing needs.

The challenge was to integrate their diverse technology stack into a unified platform that could manage customer interactions across multiple channels with greater efficacy. Another requirement was cost-effectiveness of the solution, as the company was on budget. 

Choosing Redtag's Quick Start package marked the start of a transformative path for the client. This choice was strategic, aligning with their financial constraints and urgency. Launched in February 2023, the project was meticulous and multi-faceted. 

• First, Redtag reconfigured the Salesforce Sales Cloud to align perfectly with the client's unique operational needs. This customization was pivotal in bridging the previously identified gap between sales and marketing. 
• Further, the seamless migration of data from HubSpot to Salesforce marked a significant milestone in the project, ensuring integrity of data.

• A comprehensive training provided to the client’s team equipped them with the skills needed to leverage the new system to its full potential. 
• On top of that, the integration of two third-party application packages was performed to support marketing and sales success efforts. Redtag built custom processes for these applications, ensuring a smooth workflow across all platforms.