Packaging, Solar Energy & Sustainable Agriculture Ahmedabad, Gujarat, India

Vishakha Group

Odoo 17 CE & SAP Enterprise Integration, AI Business Card Lead Scanning,
Custom Event Management & Expense Logging, and Automated CRM Pre-Sales Engine

Bi-Directional

Odoo-SAP Integration

AI-Powered

Card Lead Scanner

Event & Expense

Management Engine

9+ Plants

2,000+ Workforce

About the Client

About Vishakha Group

Vishakha Group is a premier Indian industrial conglomerate driving innovation in high-barrier flexible packaging, solar energy components, drip irrigation, and sustainable agricultural solutions. Renowned 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, and eco-friendly manufacturing.

With 9+ advanced manufacturing facilities and over 2,000 employees, Vishakha Group manages large-scale enterprise operations across India. Before partnering with SerpentCS, the group relied on SAP for logistics while using disconnected software tools for pre-sales, field events, and expense tracking. To bridge SAP logistics with Odoo 17 CE, automate pre-sales CRM lead generation, enable AI business card scanning, and track event-level expenses, Vishakha Group partnered with SerpentCS (Serpent Consulting Services Pvt. Ltd., a global Odoo Gold Partner founded in 2011) to deploy an integrated Odoo 17 Community ERP & SAP Ecosystem.

Industry

Packaging, Solar Energy & Sustainable Agriculture

Odoo Version

Odoo 17 Community (SAP Integrated)

Location

Ahmedabad, Gujarat, India

Products

Odoo CRM, SAP Bi-Directional Sync, Event & Expense Engine

Business Challenges

Challenges Before Odoo

Fragmented Disparate Tools & Data Silos

Expense tracking was managed in one application while pre-sales lived in another, causing fragmented insights and reporting friction.

Lack of Event Expense vs. Revenue Visibility

The team had no clear visibility into event-level expenses versus generated revenue, hindering marketing budget optimization.

Manual SAP Data Entry Friction

Employees manually duplicated order and master data between SAP logistics and pre-sales systems, leading to double work and human error.

Manual Lead Entry & Delayed Follow-Ups

Manually typing visiting cards collected at industrial expos delayed lead follow-ups and increased the risk of missed sales opportunities.

Our Solution

How SerpentCS Solved It

SerpentCS developed a customized Odoo 17 Community ERP ecosystem seamlessly integrated with SAP, empowering Vishakha Group with bi-directional sync, AI card scanning, event management, and automated CRM quoting.

Robust Bi-Directional SAP-Odoo Integration synced customer, vendor, product master data, and sales orders in real time between SAP and Odoo.

AI-Powered Business Card Lead Scanner instantly captured lead details from visiting cards at expos to auto-create CRM leads without manual entry.

Customized Event & Lead Generation Engine automated the conversion of event contacts into pre-sales CRM opportunities for instant team follow-ups.

Direct Event Expense Logging Schedulers enabled field teams to record event logistics, travel, and marketing costs with smart button clicks.

Integrated CRM Product Selection & Quoting Window allowed sales reps to add products to opportunities directly without switching modules.

Centralized PostgreSQL Database Infrastructure unified all pre-sales, event, expense, and SAP-synced records into one audit-ready database.

Key Implementations

Odoo 17
Community

Bi-Directional SAP Integration

AI Business Card Scanner

Custom Event Management

Event Expense Logging

Odoo CRM & Pre-Sales

Real-Time Sales Sync

Centralized PostgreSQL Database

Key Results

Business Impact

Centralized Operational Efficiency

Employees manage event schedules, field expenses, and pre-sales activities within a single, unified Odoo ERP platform.

Data-Driven Financial Oversight

Tracking expense versus revenue per event empowered leadership with data-driven insights for smarter marketing budget allocation.

Seamless SAP Synchronization

Sales teams process orders in Odoo without accessing SAP directly, with automated sync eliminating manual duplicate work.

Instant Lead Capture & Zero Lead Loss

AI business card scanning and automated event lead conversion turned expo contacts into instant pipeline opportunities.

Enterprise Growth & Reduced Admin Costs

Streamlined CRM and logistics workflows significantly reduced administrative overhead while supporting 9+ manufacturing plants.

“

SerpentCS transformed Vishakha Group's pre-sales and event management by seamlessly integrating Odoo 17 with our SAP enterprise system. With bi-directional SAP sync, AI business card lead scanning, and event expense tracking in Odoo, our sales team operates with maximum speed and complete financial transparency! "