Case Study: Red Hawk Fire & Security achieves real-time, standardized sales reporting and pipeline visibility with Xtivia's Salesforce implementation

Red Hawk Fire & Security - Customer Case Study

Red Hawk Fire and Security, an organization built from multiple acquisitions, faced disparate data sources, inconsistent processes across sales, installation and service teams, and poor visibility into opportunities and pipeline (with reps using local Excel and Outlook). To address this, Red Hawk selected Salesforce CRM and engaged XTIVIA to deliver a configured, centralized CRM that would enforce tighter lead qualification, complex approval workflows, and better sales accountability.

XTIVIA implemented a clear Salesforce system architecture and data model, integrated Outlook, and provided change management and training to drive adoption. As a result, Red Hawk standardized on Salesforce reporting for sales, activity and pipeline within six months, shifted from hours or days of manual reporting to real‑time data, and improved decision-making accuracy and organizational accountability.

Red Hawk Fire & Security