By the time KEF America approached Redtag, they were relying on Highrise CRM, a tool introduced years ago but no longer actively developed. While it had served its purpose, the platform was showing its age and lacked the flexibility KEF needed to keep pace with today’s demands. 

For starters, the system provided only basic contact and company data storage but offered no support for deeper sales, reporting, or marketing efforts. Staff had to manually work around its limitations—a time-consuming process that often led to disjointed communication and missed opportunities to act on critical customer insights.

Team leaders also found it impossible to implement robust data access settings or manage territories effectively, and internal collaboration tools were painfully absent. Without seamless external integrations for systems like MS Dynamics or support for mobile users, managing fieldwork became particularly frustrating. 

Fundamentally, KEF America wanted a “single source of truth”—a centralized system that everyone from sales to marketing could rely on. They needed all the functionality of a modern CRM to provide the robust yet flexible capabilities an evolving business requires.

Redtag began by recommending Salesforce Sales Cloud, a scalable solution loaded with features that could address KEF America’s current challenges while supporting their long-term goals. But to truly make it sing, we knew we had to customize it to align perfectly with their requirements. 

The migration process was comprehensive. We worked closely with KEF America to develop a system that offered clear admin and user access settings, ensuring sensitive information was protected while still allowing for smooth data sharing. Advanced territory management functionalities were added, empowering sales reps to work more strategically within their zones while also enabling access to out-of-territory data when needed.

For the marketing team, we built out new reporting features. These didn’t just provide data—they structured it in actionable ways, unlocking the ability to run better-targeted campaigns and track ROI more effectively. With Salesforce now integrated into their processes, KEF America could combine sales and marketing efforts like never before. 

We didn’t stop there. Creating seamless workflows for internal communication and task management was a core focus. Email activity integration meant smoother customer interactions, while robust data grouping capabilities ensured teams could filter and generate reports effortlessly. And with the implementation of external system integrations, KEF’s sales data synced perfectly with MS Dynamics, allowing for a seamless data flow enterprise-wide. To top it all off, a Salesforce mobile app was configured, giving the team access to all its tools—even while on the go.