Distributor | Oracle Engagement Cloud

Manufacturer - Oracle Engagement Cloud- SoftClouds.

Background

The client is the largest distributor of Eaton Aeroquip fluid conveyance products, and a distributor of Flexfab, LORD, and Thermoid parts. The company was awarded AS9100 certification in 2006 for quality management systems for a distributor, for assembly of OEM components, and as a manufacturer of engine harnesses.

Challenges

Before implementation of SoftClouds’ solutions, the client encountered various challenges like dealing with an outdated CRM application, along with the following:

  • Needed to improve business process and functionality
  • Synchronization challenges between Oracle EBS and CRM OD
  • No proper reports or dashboards
  • Poor product and pricing management
  • No integration with Office 365 and Microsoft Outlook

Solutions

SoftClouds provided a comprehensive solution that was innovative and utilized a variety of platforms, including Oracle Engagement Cloud. We engaged in the design, architecture, and implementation of a new solution for better business processes, including:

  • Migrated object formats, rules, and workflows from CRM OD
  • Configured workflows for business automation
  • Automated batch process between EBS and OEC for data sync
  • Built custom reports and dashboards
  • Configured product and pricing modules
  • Integration with
    • Oracle EBS
    • Microsoft Outlook
    • CX Mobile

Outcomes

SoftClouds was able to efficiently reorganize and bring the client’s processes up to date to ensure the project’s success. As a result, the client received these benefits:

  • Bi-directional: batch and real-time data sync between systems
  • Interactive custom reports and graphical data format that helps sales forecasting
  • Account-based price list implementation that eliminated the earlier discount process
  • Faster and accurate process

Oracle Engagement Cloud implementation improved our business process and functionality and solved synchronization challenges between Oracle EBS and CRM OD. The team at SoftClouds migrated object formats, rules, and workflows from CRM OD and configured workflows for business automation. The sales team is also happy as they can get interactive custom reports and graphical data format that helps forecast. Our business has become bi-directional: batch and real-time data sync between systems. Very happy with the solution, implementation, and team at SoftClouds.

- Sundar Viswanathan, Cloud/CX Lead, SoftClouds

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