For years, Interra Global relied on spreadsheets to track key business metrics. While this worked in the company’s early days, it became a bottleneck as operations grew.

• Data inconsistencies made it difficult to maintain accuracy across inventory, sales, and purchasing reports.‍
• Manual reporting processes required employees to compile and reconcile data from multiple spreadsheets, leading to time-consuming tasks and a higher risk of errors.

• Lack of real-time insights made it hard for leadership to get a clear picture of inventory levels, order status, and overall business performance.

One of the biggest pain points was generating the "Inventory Activity" report, which required hours of manual work to track sales orders, purchase orders, and customer quotes across different spreadsheets. The company needed a centralized solution to streamline reporting and improve data accuracy.

Redtag worked with Interra Global to design a custom data solution based on Salesforce CRM Analytics. The first step was understanding the company’s specific needs. After a series of discovery sessions, Redtag tailored the CRMA solution to integrate with Interra Global’s existing processes.

• Custom-built CRMA dashboards replaced the outdated, manual “Inventory Activity” report, which gave the team a quick and accurate view of inventory levels, sales orders, purchase orders, and customer quotes—all in one place
• ‍Data consolidation within Salesforce eliminated the need for employees to pull information from multiple sources manually.

• Role-based access controls ensured team members had the right level of access to relevant data without compromising security.
• User training and support helped employees adopt the new system quickly, ensuring they could take advantage of its capabilities in full.

As a result, the team no longer had to sift through spreadsheets—answers were now just a click away.