The Before
Red Sift already used Sales Cloud, but quoting, billing, contract sign-off and renewals were largely manual and time-consuming. The business also needed a better way to collaborate with partners on leads and opportunities.
The After
We added Salesforce CPQ for products, bundles, discounts, approvals and subscriptions, then connected Conga and DocuSign for quote generation and e-signature. Experience Cloud gives partners a direct way to log and progress opportunities.
The Results
Red Sift now has a quicker, more accurate quoting process, clearer pipeline and revenue forecasting, and a joined-up customer view. Partner collaboration happens in Salesforce, renewals are easier to manage and ongoing support keeps the platform improving.
