Orange Cheese Company and Redtag Team Up to Enhance Sales Operations

Redtag spearheaded a dynamic enhancement of Orange Cheese Company's sales processes, integrating key technologies to boost efficiency and accuracy in the U.S. cheese market in China.

About:

Orange Cheese Company is a leading distributor of U.S. cheese brands in China, with a robust sales and distribution network spanning mainland China, Hong Kong, Taiwan, and neighboring countries like South Korea, Vietnam, Singapore, and Malaysia. With a commitment to quality and innovation, Orange Cheese Company is dedicated to enhancing its business processes and customer engagement strategies.

Industry:

Food Distribution

Partners since:

2024

CLOUDS & TECHNOLOGIES:

Salesforce Sales Cloud

Salesforce Inbox

Outlook Connect

QuickBooks

Salesforce Data Import Wizard

Data Loader

The challenges

Optimizing Salesforce for Peak Performance

Orange Cheese was on a mission to maximize the potential of their Salesforce organization. They needed to enhance lead and opportunity management by customizing Salesforce to align with their unique sales processes. Additionally, they sought better integration with Outlook to streamline communication, improve efficiency, and ensure seamless management of leads.

Comprehensive Salesforce training was also essential to equip their team with all the necessary skills to fully leverage the platform's capabilities. Customizing price books for clients and tracking various events were vital for aligning offerings and managing campaigns effectively. Lastly, the company required a seamless integration between Salesforce and QuickBooks to streamline financial workflows and reduce errors in the invoicing process.

The solution

Redtag Leads the Charge with a Potent Solution

Redtag took the lead on developing a potent solution tailored to Orange Cheese Company’s needs, kicking off with a two-phased approach:

Phase 1:

Lead and opportunity management: Enhanced data capture and introduced new fields for a more personalized approach to lead and opportunity handling.
Outlook integration setup: Configured Outlook Connect for seamless email and calendar management within Salesforce.‍
Salesforce training: Conducted comprehensive training sessions to familiarize the team with Salesforce processes, setup, and best practices.

Phase 2:

Campaign & product management: Developed custom applications for managing campaigns, products, and quotes, ensuring alignment with the company's brand and client preferences.
QuickBooks integration: Automated the synchronization between Salesforce and QuickBooks for a smooth and efficient financial data workflow.
Salesforce data tools training: Provided training on using Salesforce Data Import Wizard and Data Loader for effective data management.

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The RESULT

Achieving Seamless Operations in the Long Run

By tapping into Redtag's expertise, Orange Cheese Company successfully optimized their Salesforce platform, creating a powerful tool for business growth and efficiency. The enhanced lead and opportunity management resulted in more targeted sales efforts, while the seamless Outlook integration improved communication flow. Salesforce training empowered their team to confidently use the platform, leading to quicker adoption and maximized utility.

Customizing campaign management and product offerings allowed Orange Cheese Company to better serve their diverse client base, aligning services to meet specific needs. Meanwhile, the integration with QuickBooks streamlined financial processes, freeing up resources and reducing the workload associated with manual data entry.

With these improvements, Orange Cheese Company has taken the lead in the cheese distribution market, ensuring their operations are as smooth as their finest cheeses. In the long run, these strategic enhancements have set them on a path to sustained success in their industry.

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