Unlocking Sales Efficiency

Challenge

Sales teams used a modern cloud CRM (Salesforce), but it had no real-time sync with the legacy ERP system. This caused duplicate data entry, inconsistent order tracking, billing mismatches, and delayed customer responses.

Solution

OphoTech implemented a secure middleware-based integration between the legacy Oracle ERP and Salesforce CRM using custom APIs and ETL pipelines—without replacing either system.

Enablement Process

System Audit: Mapped ERP data objects (orders, pricing, customer master) with CRM workflows
Middleware Setup: Built an integration bridge using OphoTech's pre-built connectors and custom adapters
Data Harmonization: Resolved data conflicts and schema mismatches between old ERP and modern CRM
Process Automation: Enabled automatic order updates, pricing sync, and invoice visibility in both systems
Real-Time Dashboards: Delivered a unified sales dashboard pulling live data from both platforms

Project Info

15+ factories across South Asia, using Oracle E-Business Suite ERP since 2006

Client

Industrial Equipment Manufacturer

Industry

Sales Operations

Business Impact

95%

- reduction in manual data entry (20+ hours/week saved per sales rep)

30%

- faster order-to-cash cycle due to real-time updates

Zero

- duplicate records across systems after 60 days of live deployment

100%

- sales team adoption due to zero-disruption UI (used existing CRM interface)

Strategic Value for Clients

Preserve investments in legacy systems while embracing modern tools

Improve data consistency and business agility

Avoid expensive and risky system replacements

Create a "single source of truth" across business units

Website-Ready Metrics Summary

Impact Area

Manual Data Entry
Order-to-Cash Time
System Discrepancies
Sales Team Satisfaction (Internal Survey)

Before Integration

High
Avg 14 days
Frequent
52%

After OphoTech Integration

95% reduced
<10 days
Zero
91%