About The Client

The Client is a globally recognized, publicly listed industrial solutions provider specializing in engineered systems and consumables for process industries such as pulp & paper, food processing, textiles, and metals. With operations spanning multiple geographies and complex enterprise systems, the client manages high transaction volumes across its sales and order management ecosystem.

Challenges

The Client faced significant operational inefficiencies in its purchase order (PO) processing due to fragmented systems and manual workflows:

  • High PO Volume & Complexity
    Hundreds of POs were received across multiple formats, channels, and ERP systems, making standardization and processing increasingly difficult.

  • Manual Validation Bottlenecks
    Teams had to manually validate POs against quotes and opportunities, leading to delays, inconsistencies, and dependency on human intervention.

  • Disjointed CRM–ERP Ecosystem
    Limited integration between Salesforce and ERP systems resulted in duplicate data entry, delayed processing, and operational silos.

  • Data Inconsistencies & Errors
    Variations in PO formats and manual handling caused frequent data inaccuracies, impacting billing, and downstream processes.

  • Lack of Visibility & SLA Risks
    Absence of real-time tracking led to missed follow-ups, poor SLA adherence, and limited operational transparency.

Solutions

Saksoft implemented an Agentforce-powered intelligent automation framework to transform the client’s Quote-to-Cash process:

  • Autonomous PO Processing with Agentforce
    Deployed intelligent agents capable of independently processing incoming POs—handling validation, analysis, and routing without manual intervention.

  • End-to-End Quote-to-Cash Automation
    Enabled seamless flow from PO intake to ERP synchronization, ensuring a fully automated and standardized processing lifecycle.

  • Intelligent Document Extraction
    Leveraged AI-driven extraction to capture and structure PO data from diverse formats with high accuracy.

  • Real-Time CRM–ERP Integration
    Established bi-directional integration between Salesforce and ERP systems, eliminating redundant data entry and ensuring consistency.

  • Rule-Based Validation Engine
    Automated validation of pricing, terms, and order details against quotes/opportunities to ensure compliance and reduce errors.

Outcomes

The Agentforce-led transformation delivered measurable business impact:

  • 60% Faster PO Processing
    Reduced cycle time from hours to minutes through end-to-end automation.

  • Up to 40% Reduction in Manual Effort
    Significantly minimized dependency on manual validation and intervention.

  • >95% Data Accuracy
    Improved data quality through intelligent extraction and automated validation.

  • Real-Time ERP Synchronization
    Eliminated re-entry and ensured consistent data flow across systems.

  • Scalable Operations Without Additional Headcount
    Enabled the client to handle increasing transaction volumes efficiently without expanding teams.

  • Improved SLA Adherence & Visibility
    Enhanced tracking and transparency across the PO lifecycle, reducing delays and missed follow-ups.

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