Medtech - Oracle Engagement Cloud - SoftClouds.

Medtech - Oracle Engagement Cloud - SoftClouds.

About the Client

The client has a wide range of technical capabilities for producing micro medical components. It works with many medical device platforms, combining decades of experience with cutting-edge innovation. Their specialties are body-worn devices, electromagnetic tip placement, interventional catheters, hearing health, and precise insert molding.

Challenges

Before implementation of SoftClouds’ solutions, the client encountered various challenges like dealing with an outdated CRM application, along with the following:

  • Manual lead generation process
  • No role-based data visibility privileges
  • Expensive manual workload
  • Unavailable product and price list modules

Solutions

SoftClouds provided an innovative solution 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 Data, Objects with Fields & Workflows along with Roles from CRM OD
  • Created Lead Qualification Script for Lead Scoring & Ranking
  • Enabled Custom Roles & Role-based visibility access to Users
  • Configured Product & Pricelist Modules
  • Data Import from CRM OD
  • Built Dashboards with Chart & Graphs
  • Integration with
    • JD Edwards
    • Oracle Social Network
    • 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 gained these benefits:

  • Real-time data sync between multiple systems
  • Ability to qualify leads through an automated lead scoring process
  • Graphical data representation helped quick decision making, accessible, competitive Analysis
  • Automation led to the less manual effort, which improved costs and time
  • Mobile integration helped 24/7 accessibility
  • Seamless and automated workflows

Successfully implemented Oracle Engagement Cloud to reorganize and efficiently bring the business processes up to date. Created a lead qualification script for lead scoring and ranking, as well as enabled custom roles and role-based visibility access to users. Easily resolved expensive manual workload with a creative solution and effective process. The innovative OEC solution implemented by the SoftClouds team resulted in seamless and automated workflows – I’m glad that they opted for our cloud services and solutions.

- Sundar Viswanathan, Cloud/CX Lead