Sales & Marketing

Predict. Personalize. Perform. Redefining sales and marketing with insights and automation that put customers first.

Sales Order Processing

Traditional sales order processing relies heavily on manual data entry, fragmented order capture systems, and disconnected approval workflows—leading to data inconsistencies and slower fulfillment. Consulevent’s Sales Order Processing Automation Framework integrates directly with CRM, ERP, and Order Management Systems, ensuring seamless order flow from capture to fulfillment. Our solutions include:

  • Automated Order Ingestion
  • Data Standardization & Validation
  • Approval Engine
  • Order Lifecycle Tracking
  • Error Handling & Reconciliation

Sales Forecast Report Generator

Generating accurate sales forecasts requires aggregating and analyzing data across multiple systems—CRM, sales pipelines, historical sales data, and external market trends. Consulevent’s Sales Forecast Report Generator acts as a data orchestration layer, pulling structured and unstructured data from disparate sources into a unified forecasting model. Our solution includes: 

  • Data Lake Integration
  • Forecast Model Selection
  • AI Model Training
  • Dynamic Report Generation
  • APIs for Embedding

PO Processing

PO processing workflows typically operate across disconnected platforms (ERP, procurement portals, supplier systems), resulting in poor visibility and compliance risks. Consulevent’s PO Processing Automation Layer acts as a middleware, orchestrating the end-to-end PO lifecycle across sales, procurement, and finance systems. Our solution includes: 

  • Automated PO Creation
  • Document Matching Engine
  • Compliance Validation
  • Process Event Triggers
  • Audit & Data Retention

Sales Forecasting

Sales forecasting requires synthesizing structured CRM pipeline data with historical trends, macroeconomic indicators, and real-time market signals. Consulevent’s Forecasting Automation Engine connects directly with CRM, ERP, and external data sources to generate multi-scenario forecasts that evolve dynamically. Our solution includes: 

  • Multi-Source Data Ingestion
  • Forecast Model Stack
  • Continuous Model Recalibration
  • Forecast Simulation Interface
  • Embedded Insights Delivery

Automated Lead Scoring

Manual lead scoring often relies on subjective criteria and static rules, resulting in missed opportunities and inaccurate prioritization. Consulevent’s Automated Lead Scoring Engine leverages AI/ML algorithms, real-time data enrichment, and CRM integration to deliver dynamic, data-driven lead scoring tailored to your sales funnel. Our solution includes:

  • Multi-Source Data Aggregation
  • Feature Engineering
  • Feature Engineering
  • Real-Time Scoring Pipeline
  • Continuous Model Tuning
  • CRM/MA Integration

Order to Cash

Consulevent’s Order to Cash Automation solution suite speeds up the entire cycle through RPA Bots and Machine Learning. Automation solutions minimizes manual errors and helps free up time for business users to focus on more strategic tasks. Consulevent’s Order to Cash RPA Solution suite includes: 

  • Sales Opportunity Qualification   
  • Deal Booking   
  • Sales Order Creation and Processing  
  • Invoice Creation and Delivery   
  • Cash Receipt Processing   
  • Aging Analysis and Collections Automation 

Our Latest Case Studies

From strategy to execution, explore how Consulevent’s helps businesses achieve digital transformation success.

HubSpot To Salesforce Marketing Cloud Migration

Migrated from HubSpot to Salesforce Marketing Cloud, enhancing automation, personalization, and data insights.

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Salesforce Classic to Lightening Migration and optimizing CRM Application

Seamlessly migrated Salesforce Classic to Lightning, modernizing the CRM, enhancing performance, and boosting user adoption.

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Salesforce Sales Cloud Implementation

Utilized Salesforce Sales Cloud to drive sales opportunities, streamline pipeline management, and deliver actionable insights.

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Sales Reporting​

Migrated on-prem reporting to Azure, enabling real-time sales updates, improved inventory forecasting, and cost-efficient data processing.

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Coupon Management​

Built an Azure-based ML solution to automate coupon spend forecasting, reducing data extraction time by 87% and achieving up to 94% accuracy.

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Web Calculator App for Sales, Marketing and Consumer team

Designed a UK-specific solar calculator for system size estimation, savings calculation, and marketing team support in lead generation.

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We’re happy to answer any questions you may have and help you determine which of our services best fits your needs

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Case Study: HubSpot To Salesforce Marketing Cloud Migration

About the Client

‌A NASDAQ-listed global energy tech company into renewable energy & semiconductors, it is also one of the world’s leading suppliers of micro inverter-based solar & battery systems.

Business Requirements

  • ‌Multiple custom Email Templates to be migrated to ensure seamless transition.
  • Building Landing Pages to conduct marketing campaigns using SFMC for all the associated campaigns and email templates.
  • Creating journeys in SFMC to implement the workflows from HubSpot.
  • Automating Filtered Data extension refresh in SFMC to ensure newly added records are automatically added to the filtered data extension

For more details on the case study, please submit the form:

Case Study: Salesforce Classic to Lightening Migration and optimizing CRM Application

About the Client

An U.S. based client recognized as a leading player in the financial services sector within the automobile industry, specializing in innovative financial solutions and services that drive growth and efficiency for automotive businesses.

Business Requirements

CRM Application used by agents to take calls from customers and do the following:​

  • Create cases.
  • ​Create Tasks and activities to downstream systems​.
  • Update customer demographics​.
  • Take payments from customer.
  • ​Generate reports

For more details on the case study, please submit the form:

Case Study: Salesforce Sales Cloud Implementation

About the Client

A leading provider in the digital television entertainment sector, renowned for delivering groundbreaking solutions that elevate the viewer experience to new heights.

Business Requirements

CRM Application used by agents to take calls from customers and do the following:​

  • Create cases
  • ​Create Tasks and activities to downstream systems.
  • Update customer demographics​.
  • Take payments from customer​.
  • Generate reports

For more details on the case study, please submit the form:

Case Study: Sales Reporting​

About the Client

Retail Firm based in USA​

Business Requirements

  • Replaced the On perm integrations with Azure integrations
  • Replaced SSIS cubes with Azure analysis services
  • Built Power BI reports on top of azure analysis services for business users with frequent data refresh capability
  • Sales reports were being circulated via e-mail – every 30 min
  • Auto Scale functionality was used to handle peak volume

For more details on the case study, please submit the form:

Case Study: Coupon Management​

About the Client

CPF Firm based in North America

Business Requirements

  • Creating a data architecture in Azure to automate data extraction process
  • Multiple forecast techniques using coupon parameters such as face value, duration, days in market of the coupon
  • Transformation of ML prediction to data structures that can be consumed by PowerBI

For more details on the case study, please submit the form:

Case Study: Web Calculator App for Sales, Marketing and Consumer team

About the Client

The client is one of the world’s leading providers of microinverter-based solar, storage, and energy management technology — the technology that contributes to a sustainable future for all. Ever since their inception, they have been bringing a change in the world through innovation and risk-taking ideas for continuous learning.

Business Requirements

  • Develop a standalone solar calculator for the United Kingdom which proves to be touch point that automatically redirects the user to a country-based calculator as per their location.
  • The calculator should allow sales representatives to calculate the estimated system size and savings when speaking to prospects during calls.
  • It should also facilitate the client’s marketing team to create campaigns to educate homeowners about switching to solar and generate leads.
  • It should be capable of understanding the system size and the roof space required to offset the users’ electricity bills and potential savings per month

For more details on the case study, please submit the form:

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Case Study: Data Platform Migration​

About the Client

Retail Firm

Business Requirements

  • Develop a logic to bulk load data from Oracle Exadata to Snowflake.
  • Implement SnapLogic integration to consume data from multiple sources and perform incremental loading in Snowflake.
  • Build Snowflake data pipelines and establish a batch process for regular data loading.
  • Establish a connection between Snowflake and Tableau for seamless data visualization.
  • Develop interactive reports and schedule automated reporting in Power BI.

For more details on the case study, please submit the form:

Case Study: Master Data Update Automation

About the Client

American energy storage company.

Business Requirements

  • Replace the existing solution to eliminate manual interventions.
  • Transitioned to a new process for streamlined part planning.
  • Improved collaboration with seamless relay and handoff across multiple users.
  • customized solutions tailored to organization-specific workflows.
  • Enhanced control to prevent unauthorized data manipulation
    Integrated Oracle data synchronization with external data sources.

For more details on the case study, please submit the form:

Case Study : Vendor Collaboration Platform

About the Client

American Tools Retail company.

Business Requirements

  • Customized solutions for organization-specific purchase order (PO) changes and communication workflows.
  • Real-time PO updates and changes exchanged seamlessly between vendors and buyers.
  • Role-based access controls to accommodate different user types.
  • Seamless login experience with Single Sign-On (SSO) for organizational users.
  • Message exchange service to be established between buyers and vendors.
  • Strong emphasis on data security and protection.

For more details on the case study, please submit the form:

Case Study: Real-time weather tracking application

About the Client

The client is one of the world’s leading providers of microinverter-based solar, storage, andenergy management technology — the technology that contributes to a sustainable future for all. Ever since their inception, they have been bringing a change in the world through innovation and risk-taking ideas for continuous learning.

Business Requirements

  • A dashboard needed to be designed and developed to help track in near real-time any weather or utility-related anomalies for all counties across the United States.
  • It should be able to trigger warnings for power outages, storm warnings and various other outages caused by wildfires etc.
  • The dashboard should serve as an information center for the marketing team to have crucial information of ongoing events in the state or counties, hence allowing them to design effective marketing communications based on the events. .

For more details on the case study, please submit the form:

Case Study: IBM TM1 Support & Enhancements

About the Client

A NASDAQ-listed global energy tech company into renewable energy & semiconductors, it is also one of the world’s leading suppliers of micro inverter-based solar & battery systems.

Business Requirements

Forecasting Accuracy:

  • Need for precise and timely financial forecasting to drive strategic decisions.
  • Requirement to handle complex what-if scenarios for better planning.

Employee Data Management:

  • Efficient tracking of employee data including headcount, salaries, and performance metrics. And Integration with HR systems to streamline data flow and reduce redundancy.

Store Operations:

  • Real-time data analysis for store performance metrics, sales data, and inventory management.
  • Ability to compare performance across different stores and regions.

General Ledger (GL) Management:

  • Need for a robust and flexible GL system to support financial consolidation and reporting.
  • Integration with other financial systems to ensure data consistency and accuracy.

For more details on the case study, please submit the form:

Case Study: IBM TM1 to Oracle EPM Cloud Migration

About the Client

Leading American equipment retailer, headquartered in. Operating a chain of retail stores, and an e-commerce business , the company employs over 26,000 people in the US and has over 1,500 locations.

Business Requirements

Enhanced Functionality

  • Advanced planning, budgeting, and forecasting capabilities.
  • Predictive analytics and scenario modelling.

Improved Integration

  • Seamless integration with Oracle Cloud services and third-party applications.
  • Streamlined data flow across various business functions.

Cloud Advantages

  • Scalability and flexibility of cloud infrastructure.
  • Reduced IT overhead and improved system performance.

For more details on the case study, please submit the form:

Case Study: Touchless AP Invoice Automation

About the Client

A Silicon Valley-based company of high-performance electronic components used in high-voltage power-conversion systems.

Business Requirements

  • Automatically extract the data from digital & scanned invoices.
  • Perform 2,3 WAY PO matching for PO based invoice.
  • Capture exceptions and notify.
  • Process AP Invoice touchless in Oracle EBS.
  • Approval routing of the invoices.
  • Reporting and exception logging

For more details on the case study, please submit the form:

Case Study: Touchless AR Bank Statement Reconciliations

About the Client

American semiconductor company specializing in the design and manufacturing of low power, field programmable gate arrays.

Business Requirements

  • Touchless Processing of customers cash advice in Oracle ebs.
  • Verification through invoice & delivery number in AR Cash registers.
  • Reconcile bank transactions in Oracle EBS.
  • Match & create cash receipt in Oracle EBS.
  • Bank Fees adjustments.
  • Reporting and exception logging.

For more details on the case study, please submit the form:

Case Study: SOX, ITGC & Security Controls Automation

About the Client

Global Company that manufactures, and sells medical technologies used in critical care applications.

Business Requirements

  • Quarterly user access review.
  • Access sync from multiple applications such as Oracle EBS, AD, Licensing Apps, CPQ Apps etc..
  • Manager and Business process owner review.
  • Revenue recognition reconciliations.
  • Expense Audit reconciliations.
  • Reports and dashboards

For more details on the case study, please submit the form:

Case Study : RPA Center of Excellence

About the Client

American Semiconductor company develops and produces semiconductors and related technology.

Business Requirements

  • Achieve high level of automation through digital workforce.
  • Centralized management for all automation initiative.
  • Visiblity to Executive team for ROI.
  • Organization automation effort accelaration.

For more details on the case study, please submit the form:

Case Study: RPA Assessment and Advisory

About the Client

American Semiconductor company develops and produces semiconductors and related technology.

Business Requirements

  • ‌Process Identification and assessment.
  • Identify automation opportunities across departments.
  • RPA  Onboarding ,Access management and Segregation of Duties setup.
  • Bot Sizing requirements.
  • RPA Architecture Security Assessment.
  • Business Process automation architecting, Automation and Support

For more details on the case study, please submit the form:

Case Study : Strategic Portfolio Management

About the Client

‌A leading Healthcare provider of USA.

Business Requirements

  • ‌Simplify and Standardize Request Management.
  • Expand beyond IT to the entire enterprise.
  • Streamline workflows and processes.
  • Centralize request handling on one platform.
  • Standardize communication and updates.
  • Use criteria to prioritize requests.
  • Leverage analytics for decision-making.
  • Regularly review and optimize processes.

For more details on the case study, please submit the form:

Case Study : Opertional excellence management

About the Client

A leading Automotive company.

Business Requirements

  • Optimize app portfolio spend.
  • Improve operational efficiency.
  • Mitigate financial risks.

For more details on the case study, please submit the form:

Intelligent Automation

About the Client

A leading provider in the digital television entertainment sector, renowned for delivering groundbreaking solutions that elevate the viewer experience to new heights.

Business Requirements

CRM Application used by agents to take calls from customers and do the following:​

  • Create cases
  • ​Create Tasks and activities to downstream systems.
  • Update customer demographics​.
  • Take payments from customer​.
  • Generate reports

For more details on the case study, please submit the form:

Case Study : Automating Virtual Application and Desktop Session resets

About the Client

 A leading Healthcare provider of USA

Business Requirements

  • ‌Seamless integration across various systems using the Integration Hub.
  • Session resets automation with Virtual Agent to ensure quick reconnection to workplace tools.
  • Address high volumes of incidents efficiently to  minimize delays in diagnosis and resolution.

For more details on the case study, please submit the form:

Case Study : Touchless Cash receipt Processing

About the Client

 American semiconductor company.

Business Requirements

  • Touchless Processing of customers cash advice in Oracle EBS.
  • Verification through invoice & delivery number in AR Cash registers.
  • Synch bank transactions in Oracle EBS.
  • Match & create cash receipt in Oracle EBS.
  • Bank Fees adjustments.
  • Reporting and exception logging

For more details on the case study, please submit the form:

Case Study: Touchless UAR Implementation

About the Client

American energy storage company.

Business Requirements

  • ‌User access review portal.
  • Easy availability of review logs.
  • Single portal to provide user access review for different applications.
  • Avoid risk of misplacement of review log.
  • Overcome compliance issues
 
 

For more details on the case study, please submit the form:

Case Study : Touchless AP Invoice Automation

About the Client

A Silicon Valley-based company of high-performance electronic components used in high-voltage power-conversion systems.

Business Requirements

  • Automatically extract the data from digital & scanned invoices.
  • Perform 2,3 WAY PO matching for PO based invoice.
  • Capture exceptions and notify.
  • Process AP Invoice touchless in Oracle EBS.
  • Approval routing of the invoices.
  • Reporting and exception logging.

For more details on the case study, please submit the form:

Case Study : OCI and IDCS Implementation

About the Client

‌American tools retail Company.

Business Requirements

  • No distinct security measures for internal buyers (company employees) and external vendors accessing the network.
  • Unavailability of application data security for external vendor users.
  • Deploying Oracle Identity Cloud Service (IDCS) for all user accounts.
  • Implementing Single Sign-On (SSO) to provide a seamless login experience for organizational users.
  • Introducing robust user session management controls.
  • Leveraging cloud-based data services for improved data accessibility and security.

For more details on the case study, please submit the form:

Case Study : Oracle Procurement Cloud Implementation

About the Client

High Tech manufacturing company.

Business Requirements

  • Implementation of the Oracle Procurement Cloud modules, including Purchasing, Self Service Procurement, Procurement Contracts, and Sourcing​.
  • Advisory services on optimal setup of Oracle Procurement Cloud tables, approval structures, and other key system configurations.
  • ​Work-flow mapping specific to Oracle Procurement from supplier management, initial requisition, purchase order and receiving, to invoice posting against open purchase orders​.
  • Mapping of common exception handling procedures.
  • ​Created and executed a robust SIT and UAT testing strategy prior to roll-out in production.

For more details on the case study, please submit the form:

Case Study : ICERTIS contract management system integration with Oracle Fusion

About the Client

Company provides solutions that transform unstructured digital documents into secure, advanced healthcare standard format.

Business Requirements

  • Development of both Inbound and Outbound Interfaces along with functional setups to capture PR, PO, Invoice, Vendor Master and agreement details between both the systems​.
  • Update asset original cost without updating the asset current cost.
  • Zero cost adjustment with full retirement​.
  • Retire assets fully and upload the asset again with correct original cost.

For more details on the case study, please submit the form: