The client is a major dealer of HVAC equipment with operations in Northeast Wisconsin (headquartered), Eastern Michigan, and Northern Ohio. Manual data sync between disparate ERP systems was causing sales opportunities to go awry. The client was using Dynamics 365 for managing sales opportunities while one of its key channel sales partners was on Oracle Sales Cloud
Owing to the disparate customer management solutions, barriers to data clarity were inevitable. Oftentimes, both sides were pursuing the same opportunities, oblivious to the other party’s activities, which ended up benefiting none. None of them had a clear view of the leads and prospects the other was following, leading to channel conflicts. Manual efforts at tallying the data from the two systems weren’t bearing fruits due to obvious inefficiencies, errors, and long TAT. The client team had to constantly check for sales data changes in the partner’s OSC and update the same in Dynamics 365. Consequently, besides business loss, reputation was getting tarnished while additional overheads were hitting the bottom line.
An RPA solution was tailored to the client’s workflow and deployed to realize efficient data exchange. For frequent data synchronization, the bot executes the following steps at every 15 minutes.
Updating Closed and Modified Opportunities from Dynamics 365 in Oracle Sales Cloud.
If in case, any opportunity gets updated in Dynamics 365 (estimated close date, follow-up date, etc.) after it has been closed, it is updated again in OSC.
Updating Expired Opportunities from OSC
|Before RPA||After RPA|
|Opportunity details sync mode||Manual||Automatic|
|Data latency||12 hours||15 minutes|
|Process analysis||Manual/ Poor reliability||Audit Trails & Summary reports|
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