A global manufacturing leader using multiple ERP systems — ODOO for regional sales and Oracle ERP for global production — was facing operational delays due to the volume of daily purchase enquiries. Teams had to manually review incoming requests, identify requirements, generate pricing, and create proforma invoices.
faster lead conversion
reduction in manual workload
accuracy in reading multi-format inputs
A global manufacturer using ODOO and Oracle ERP faced delays from manually handling high-volume purchase enquiries, causing slow conversions, inconsistent quotes, errors, and poor tracking in pricing and proforma invoice generation.
Global Manufacturing Company
Manufacturing
India
faster lead conversion
reduction in manual workload
accuracy in reading multi-format inputs
We built a modular automation workflow that captured and interpreted inquiries received via Email, PDF, Excel, HTML, or Word. The automation then created leads in the CRM, converted them to opportunities, generated BOMs, calculated pricing, included tax/shipping info, and sent proforma invoices to clients.
This full-cycle automation ensured consistency, accuracy, and speed while integrating tightly with both ODOO and Oracle systems.
A global manufacturer using ODOO and Oracle ERP faced delays from manually handling high-volume purchase enquiries, causing slow conversions, inconsistent quotes, errors, and poor tracking in pricing and proforma invoice generation.
Global Manufacturing Company
Manufacturing
India
|
Metric
|
Outcome
|
|---|---|
|
Lead conversion
|
Improved by 30% due to faster quote turnaround
|
|
Manual Workload
|
Reduced by 80% across enquiry management cycle
|
|
Automation Scope
|
Enquiry-to-invoice flow fully automated
|
|
Document Handling
|
95%+ accuracy in reading multi-format inputs
|
