Seamless flow of information enabled between salesforce and oracle to manage inventory, services billing and receivables
Seamless flow of information enabled between salesforce and oracle to manage inventory, services billing and receivables
Ecosystem integration - sukam

Background

The client, a leader in the backup power industry in India, has created new benchmarks in it, upgrading standards for the entire sector. The client’s customer servicing operation in India, spreading across 30 service centers over the country, has 450 service engineers working for it.

Oracle ERP was enabled primarily for the head office, factory and central warehouse, but wasn’t available at the service centres. Lister implemented field service for the company, which included spares inventory management, service billing and receivables management.

Challenges

  • Inventory stocks were tracked only till the warehouse. The company was unable to follow the inventory at service Centers, and they lacked accurate, centralised information on current stock levels
  • Charges levied on services were recorded at the service centres and had to be manually fed into the Oracle ERP, leading to errors
  • There were challenges in the reconciliation of accounting information from service centres and head office
  • The latency in the flow of information led to fraud at the service centres, especially with spare and defective parts, leading to considerable revenue leakages

Solution

Lister team built a complete spares inventory tracking system in Salesforce that granularly tracked information related to:

  • Spare parts in transit
  • Tracking of parts, missing in transit or damaged
  • Spare parts handed over to service engineers for service
  • Spares inventory at warehouses
  • Local emergency purchase of consumables and spares
  • Defective parts tracking
  • Sales of scrap and defective parts generated during service
  • Inter-service centre stock transfers

We also built a basic accounting functionality in Salesforce to handle service-related billing, collection, purchase and scrap sales disposal and collections. This was integrated with Oracle ERP to provide a seamless error-free flow of information on a real-time basis.

Outcomes

  • Eliminated over 90% of fraud from the service centres leading to substantial cost savings for the company
  • Reduced significant cost and time in the reconciliation of inventory and financial information
  • Enabled real-time insights into spares inventory at service centres and reduced working capital through efficient inventory management
Testimonial
CRM Manager

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager
CEO of a FinTech company

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

 

CEO of a FinTech company
AVP Business Applications of a US-based communications company

The team is fantastic in how they take ownership and deliver projects at great speed. We are getting things done so much faster than we ever did!

 

AVP Business Applications of a US-based communications company
Head – IT / Institutional Sales of a leading backup power company in India

“This is something that has really benefitted my organization. My users have adopted Salesforce.com easily and hats off to the Lister team for the way it has been designed!”

 

Head – IT / Institutional Sales of a leading backup power company in India
Program Manager CRM Project of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

 

Program Manager CRM Project of a global building materials company
Partner in Australia

“It was the fastest integration we had seen with our API. Lister did a great job understanding the architecture design, asking well thought out questions and dealing directly with the team at KeyPay throughout the project.”

 

Partner in Australia
Deepanker Dua | Sales Manager, India | Salesforce.com |

I wanted to bring this important engagement to your attention as a means to recognize one of our partners, followed by a piece of recommendation.

Deepanker Dua | Sales Manager, India | Salesforce.com |
Program Manager of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility.”

 

Program Manager of a global building materials company
Head IT APAC of a global vision care company

Over these years, I have learnt to rely heavily on you for a lot many things that made our CoEs and South East Asia Countries successful. You have always wholeheartedly supported me at all times. I would like to take a pause and Thank You for the countless things you have done for my company and me.

 

Head IT APAC of a global vision care company
CRM Manager - Internet Automobile Business

Lister team has been working with us for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager - Internet Automobile Business
CIO of a leisure and hospitality company

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is a mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO of a leisure and hospitality company
Sr. Manager IT of an US-based life sciences and environmental company

Excellent job overall! It has been a long few month. When we planned for the end of August go-live, the initial feedback was that it was not achievable. I'm pleased we got Informatics users successfully migrated to Salesforce before end of August.

Sr. Manager IT of an US-based life sciences and environmental company
Head IT of an HVAC services company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work on time. Looking forward to continuing working with them in the future.

Head IT of an HVAC services company