Sales Automation

Able to achieve One Sales Process and One Customer view across all Business Units. Muti channel enablement, empowered business users to access CRM anytime, anywhere. Use of Role-based dashboards and analytics for managing and tracking sales activities across all the levels. Used Digital Marketing campaigns to create awareness, Customer Engagement, Lead Nurturing, Triggering Marketing campaigns and capture customer Survey in CRM.

Sales Automation and Migration from SFDC to Oracle CX, 1000+ Corporate and Factory Sales Users Enabling Global Roll-out Strategy, 10+ Integrations Delivered an end-to-end automated Test Suite using Selenium to fully automate key business flows to enable rapid innovation, Role Based Dashboards

Able to achieve One Sales Process and One Customer view across all Business Units. Muti channel enablement, empowered business users to access CRM anytime, anywhere. Use of Role-based dashboards and analytics for managing and tracking sales activities across all the levels. Used Digital Marketing campaigns to create awareness, Customer Engagement, Lead Nurturing, Triggering Marketing campaigns and capture customer Survey in CRM.

CRMOD to OSC Migration, Omni Channel Sales Enablement – Web UI, Mobile, Office-365. 1000+ Global Sales Users. Revenue Split and Projection Management, Multi-Currency Enablement, Integration with PeopleSoft to Automate Rainmaker Process ( Employee Create, Exit, Transfer ).

Replaced Legacy Sugar CRM with Integrated Oracle CX Cloud Solution, Integrated Oracle CX solution with PeopleSoft and ServiceNow to manage lead to the provisioning process, Enabled Rapid Proposal Generation to estimate monthly cash flow and internal rate of return, all using Sales Cloud and CPQ Cloud

We have assisted them in achieving their transformational objectives with the help of Oracle CX Solution, such as streamlining the client onboarding process and automating the lead and opportunity journey. This involved consolidating leads from various sources, including websites and social media, and automatically assigning client onboarding requests to different internal teams. We also enabled workflows and collaboration among the sales, onboarding/KYC, legal, and leadership teams. Furthermore, we implemented service automation and DCS for a seamless digital onboarding process.

Oracle CX has been put into action to develop a special customer engagement system for their Sales and Marketing team. Visit Plan helps manage customer interactions, while Opportunity to Quote Management, Service Management, and Market Intelligence are also enabled. Customer 360 allows them to access information such as Order Status, Billing Details, Invoices, Quotes, and Opportunities related to their customers. Integration with Oracle EBS enables automatic sales order creation for Closed and Won Opportunities, as well as collection of Payment and Shipment details. There are also configurations in place to track Opportunity to Quote, Quote to Performa Invoice, and Performa Invoice to Order by integrating with Oracle EBusiness Suite. Additionally, the solution has been extended to manage Customer Complaints and provide complete Service lifecycle management, including escalations, assignments, and customer complaint lifecycle management.

Oracle CX has been put into action to develop a special customer engagement system for their Sales and Marketing team. Visit Plan helps manage customer interactions, while Opportunity to Quote Management, Service Management, and Market Intelligence are also enabled. Customer 360 allows them to access information such as Order Status, Billing Details, Invoices, Quotes, and Opportunities related to their customers. Integration with Oracle EBS enables automatic sales order creation for Closed and Won Opportunities, as well as collection of Payment and Shipment details. There are also configurations in place to track Opportunity to Quote, Quote to Performa Invoice, and Performa Invoice to Order by integrating with Oracle EBusiness Suite. Additionally, the solution has been extended to manage Customer Complaints and provide complete Service lifecycle management, including escalations, assignments, and customer complaint lifecycle management.