Modernizing Revenue Operations Through Intelligent Quoting and Automation
A global technology manufacturer partnered with OSF Digital to redesign quoting and ordering operations, streamline integrations, and establish a scalable foundation for improved efficiency and future growth.BUILDING SMARTER REVENUE OPERATIONS FRAMEWORK
A global technology manufacturer worked with OSF Digital to evaluate quoting and ordering processes, design a future-state operating model, and leverage Agentforce Revenue Management and MuleSoft to support automation, integration, and scalability.- Assessed existing quoting and ordering operations
- Designed a future-state revenue operations strategy
- Implemented a vision for Agentforce Revenue Management
- Enabled real-time Salesforce and SAP ECC integration with MuleSoft Anypoint
- Mapped automated processing for PDF-based orders using MuleSoft IDP
- Established standardized quoting processes
- Improved collaboration between sales and operations teams
- Created a scalable framework for regional growth and partner enablement
A TRUSTED PARTNER FOR REVENUE TRANSFORMATION
OSF Digital combined Salesforce, Agentforce, MuleSoft, and integration expertise to address complex operational challenges, align technology investments with business priorities, and deliver a comprehensive transformation vision through close stakeholder collaboration.THIS SOLUTION MAY BE RIGHT FOR YOU IF YOU WANT TO:
- Reduce manual order processing
- Minimize discrepancies in quoting and ordering workflows
- Connect Salesforce and ERP systems in real time
- Standardize revenue operations processes
- Improve collaboration between sales and operations teams
- Automate document-driven order intake
- Support large partner and distributor ecosystems
REDUCINGQUOTING AND ORDER PROCESS DISCREPANCIES
REAL-TIMEINTEGRATION BETWEEN SALESFORCE AND ERP
SCALABLEFOUNDATION FOR REGIONAL EXPANSION