Vishakha Group

➣ About Company

Vishakha Group is a leading Indian conglomerate driving innovation in flexible packaging, solar energy components, drip irrigation & sustainable agriculture solutions. Known for pioneering India’s first 7 and 9-layer barrier films and housing the country's largest solar glass furnace, Vishakha group sets industry benchmarks in quality & technology.

With 9+ plants and 2,000+ employees, the group delivers eco-friendly, future-ready solutions across many industries. Under the visionary leadership of Mr. Jigish Doshi, it also champions social impact through the Vishakha Foundation, focusing on education, healthcare & rural development. Vishakha isn’t just powering industries, it's shaping a smarter, greener India.

➣ The Challenge

Before implementing Odoo, the Vishakha Group was juggling multiple tools for key business processes:

1. Expense tracking was managed in one software, while pre-sales was tracked in another platform that leads to fragmented insights and manual reporting.
2. There was no clear visibility into expense vs. revenue per field management.
3. SAP was used for logistics, but employees had to manually input data into several different systems that mostly led to double work and human error.

➣ Our Solution: A Fully Integrated Odoo-SAP CRM Ecosystem

SerpentCS’s Team of key experts helped Vishakha Team to unleash the power of Odoo with a custom-built solution tailored to their business goals:

➣ Key Implementations:

‣ SAP-Odoo Sync:

We successfully developed and integrated a robust bi-directional sync between SAP to Odoo, helping to eliminate manual data entry & ensuring real-time consistency across both platforms. Quickly import/export master data such as customers, vendors & products is now automatically synced in both directions, keeping records fully aligned.

Also we ensure that confirmed sales orders created in Odoo are instantly pushed to SAP, while any updates in SAP reflect back into Odoo with no delays and no duplications. This end-to-end integration streamlines operations, reduces errors that gives teams accurate & up-to-date information to move faster & smarter decisions.

‣ Event Management Module: 

We customized the event management module and made employees added as participants to manage event attendance and logistics.

‣ AI-Powered Business Card Scanning: 

The SerpentCS team successfully developed an Odoo AI-powered business card scanning functionality that captures leads instantly, meaning no manual entry required. By scanning visiting cards collected at events or meetings, the system Retrieves key information like name, email, phone number, and company details, & auto-creates lead records in the Odoo CRM.

This auto process not only saves time but make sure zero data loss, faster follow-ups, and a smoother lead management process. Sales teams can now focus on closing deals instead of manually creating data, turning every business card into a potential opportunity with just one scan.

‣ Lead Generation from Events:

We automated lead generation by converting event contacts directly into pre-sales leads in Odoo CRM. This ensures instant follow-up and zero missed opportunities after every event.

‣ Expense Logging by Event:

SerpentCS improved event management by enabling field teams to log expenses directly within the event module. With a single click on a smart button, users can now record travel, logistics, or other event-related costs right from the event screen helps to eliminate the need for separate expense reports.

This managed process ensures better expense tracking, real-time visibility for managers, & tighter budget control. By linking expenses directly to specific events, teams gain clearer financial insights & reduce administrative overhead.

CRM Product Selection Integration:

SerpentCS enabled seamless quote creation by integrating product selection directly into the customised CRM window. Sales teams can now add products to opportunities without switching modules, speeding up the quoting process and improving efficiency.

➣ Impact & Results: Smarter Workflows, Happier Teams

‣ Centralised Efficiency:

Employees now manage event schedules, expenses, and pre-sales activities in one centralised platform Odoo.

‣ Better Financial Oversight:

Tracking expense vs. revenue per event is now data-driven, enabling smarter marketing decisions & budget optimisation.

‣ Seamless SAP Integration:

Sales teams no longer need to access SAP for order processing. The Odoo-SAP sync handles it all accurately & automated.

➣ Conclusion

Vishakha team happy with Odoo and our customized integrations, evolved from data silos to full sales automation bridging marketing, pre-sales, logistics, and accounting management into one high-performing system. For more information contact us at contact@serpentcs.com.