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.

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.