The solution uses Oracle Sales Cloud that will help the organization to have an Automated Lead & Key Account Management system for them to develop long term relationship/partnerships with their customers by providing personalized and effective solution. The solution helps by maintaining their Customer data without any duplication, keeping the history of the enquiries, and following approval processes. The Solution also include Website Integration.

Key features of this solution includes

  • Lead Qualifications
    • Quotation Approval Process
    • Mobility
    • A unified solution to automate the Lead and Customer management
    • Customer 360º view
    • Auto & Manual  activity/task creations according to Sales Stages
    • Sales Territory Management
    • Oracle Social Network
    • Analytics & Approvals

Table of Contents

Key Challenges:

  • Manual Data Entry
  • Customer Duplication in the system
  • Approval Process not available for Quotations
  • Integration with Website was not possible
  • Custom reports


  • Win and retain more business – with Planning, Execution through customer on boarding, Account Management and Opportunity Management.
  • Solution supports lead and Opportunity Management with minimal navigation
  • No Duplication of Customers with the advanced features of Oracle Engagement Cloud
  • Real time Analytics for Strategic Insights
  • Real time sync between data from Website
  • Manage Customers efficiently
  • Pro – actively interact with Prospects
  • Customer On boarding made easy

Read more on Oracle Engagement Cloud

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