释放增长潜力：Forward Air 的可扩展、自动化报价和账户管理 [LRN3935].pdf

1、Scalable,Automated Quoting&Account ManagementPowered by Oracle CDM&CPQ Cloud Business&Technology Transformation Keith KarczewskiOctober 2025S c a l a b l e,A u t o m a t e d Q u o t i n g&A c c o u n t M a n a g e m e n tTable of Contents01Background and overview02Business challenges 03Solution Over

2、view04Oracle CDM&CPQ Cloud Transformation Snapshot05Key Solution Capabilities06Business Impact and Benefits 07Omni Logistics Rollouts 08Summary09Q&A2S c a l a b l e,A u t o m a t e d Q u o t i n g&A c c o u n t M a n a g e m e n tBackground&Overview Forward Air ExpansionLeading North American logist

3、ics provider,now global via Omni Logistics acquisition for international Market.Oracle CDM&CPQPartnered with Wipro to unify customer data using Oracle CDM&CPQ.Unified PlatformMerged Forward&Omni accounts across Salesforce and 10 TMS systems.Transformed QuotingCreated a self-service quoting system us

4、ing Atlas,Oracle CPQ,CDM,MuleSoft,DocuSign,and IM Portalboosting sales and pricing control.Advanced TechnologyUsed AI,cloud,and engineering for seamless operations.S c a l a b l e,A u t o m a t e d Q u o t i n g&A c c o u n t M a n a g e m e n tBusiness ChallengeForward Air operated multiple service

5、 offerings in the Transportation&Logistics space,and each TMS was unique.Fragmented SystemsForward Air used multiple TMS platformscausing data silos and disjointed operations.No Unified Customer ViewLacked a single enterprise-wide view,making customer value hard to assess.Manual QuotingQuoting was s

6、low,manual,and inconsistent due to frequent handoffs and delays.Need for Control TowerRequired a centralized“Control Tower”to streamline operations and unlock customer value.S c a l a b l e,A u t o m a t e d Q u o t i n g&A c c o u n t M a n a g e m e n tOracle Customer Data Master(CDM)Solution Over