Overview
A global medical device manufacturer wanted to unify its customer and transaction data by integrating Salesforce CRM with Oracle Fusion ERP.
The goal was to automate information flow, minimize manual updates, and provide sales teams with real-time insights into accounts, orders, and invoices - empowering faster, more accurate decision-making.
The goal was to automate information flow, minimize manual updates, and provide sales teams with real-time insights into accounts, orders, and invoices - empowering faster, more accurate decision-making.
- Business Challenge
- Project Objectives
Sales and operations teams were working in silos due to a lack of integration between Salesforce and Oracle Fusion.
Key challenges included:
- Delays in accessing updated order, pricing, and invoice data
- Manual reconciliation between CRM and ERP systems
- Inefficient order-to-cash and return management processes
- Inconsistent customer visibility across teams
Aquarient designed and implemented a scalable integration framework using Oracle Integration Cloud (OIC) to automate data flow and eliminate system bottlenecks.
Solution Highlights:
- Automated real-time synchronization of Accounts, Contacts, Sites, Pricing, Orders, and Invoices between Salesforce and Oracle Fusion Apps
- Created bi-directional sync workflows ensuring up-to-date customer and order data
- Established error-handling and validation layers to maintain data consistency
- Enabled seamless user access to complete customer and order information directly from Salesforce
Why It Matters
This integration bridged the CRM–ERP gap, enabling the client to:
- Strengthen customer engagement with real-time data access
- Boost operational efficiency and reduce manual reconciliation
- Build a foundation for scalable digital transformation
Results & Business Impact
| Outcome | Impact |
|---|---|
| Faster Order-to-Cash Cycle | Reduced order processing time by 45% |
| Enhanced Returns & Refunds | Real-time visibility improved accuracy and customer experience |
| Optimized AR Collections | Better receivables management and cash flow |
| 360° Customer Visibility | Unified insights into customer history, pricing, and order data |
Next Steps
- Continuous optimization through managed services and integration monitoring
- Expansion of integration to include inventory and procurement data
Technologies Used
- Salesforce Sales Cloud
- Oracle Fusion Apps
- Oracle Integration Cloud (OIC)
- REST APIs & Middleware Automation
