Financial | Oracle Engagement Cloud
Background:
This client started in 1979 when a group of visionaries joined forces to provide employees in the technology industry with leading-edge financial services. 40 years later, the client has become one of California’s largest credit unions with 7 community branches and more than 63,000 members. The client provides free financial education programs, fosters financial literacy, and mentors the next generation of business professionals.
Challenges:
Before Implementing SoftClouds’ solutions, the client encountered various challenges like handling outdated sales processes and systems, along with the following:
- No proper sales lead for existing & new contacts
- Inability to view sales opportunities for new sales inquiries
- Difficulty in assigning sales opportunities to sales personnel
- Inefficient contact management for B2B & B2C
- Unmanageable manual process
Solutions:
SoftClouds provided a comprehensive 360-degree solution that was innovative and utilized a variety of platforms, including Oracle Engagement Cloud (OEC). We engaged in the design, architecture, and implementation of better business processes, including:
- Configured sales campaigns with attachments
- Built personalized marketing templates
- Automated lead scoring & ranking
- Enabled multiple addresses to contacts & accounts
- Account prioritization & enrichment
- Implemented role-based data visibility
- Integration with Oracle Social Network & Microsoft Outlook
Outcomes:
SoftClouds efficiently organized the client’s sales and services management systems, bringing the clients’ operations up to date as a consequence of the project’s success. As a result of SoftClouds’ innovative solution, the client gained these benefits:
- Incredible campaign process associates multiple contacts, groups & segments
- Automated scoring retrieves qualified leads
- Modernized business process saves time & money
- Hierarchy-based data visibility ensures data reliability
Quote
"SoftClouds team’s solution transformed the client’s operations by giving their clients a state-of-the-art experience. The innovative solution leveraged OEC, automating lead scoring, helping clients identify high-quality leads, and improving their revenue. Many thanks to the SoftClouds engineers for delivering this solution, meeting our client’s schedules, and transforming their businesses.”
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