San Jose, 95101,
Costa Rica
Impetus
Impetus, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Impetus collaboration with software players such as Oracle empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Impetus | Oracle | Oracle CX Cloud | Customer Experience | CRM |
| Impetus | Oracle | Oracle Fusion CRM | CRM | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Coopenae | Banking and Financial Services | 300 | $30M | Costa Rica | Oracle | Oracle Fusion CRM | CRM | 2016 |
In 2016, Coopenae implemented Oracle Fusion CRM as a cloud CRM deployment, replacing Microsoft Dynamics CRM, with implementation services delivered by Impetus. The deployment used Oracle Cloud as the runtime platform and was positioned to centralize customer data to support sales, marketing and service functions for the Costa Rican cooperative bank.
The implementation focused on Oracle Fusion CRM functional capabilities aligned with certified modules, including Sales Force Automation, digital marketing automation and customer web service, reflecting Impetus certifications in LAD CX Sales Force Automation, LAD CX Marketing Automation and LAD CX Web Customer Service. Configuration work emphasized lead and opportunity management, campaign orchestration and omnichannel case handling to unify front-office workflows and customer experience operations.
Operational coverage targeted Coopenae’s commercial, marketing and customer service teams within Costa Rica, with Impetus providing regional implementation experience drawn from projects across Central America. Impetus held Cloud Excellence Implementer accreditation from Oracle, indicating a validated delivery model for Oracle Cloud and Service systems and a framework for customer confirmations during rollout.
Governance and process transformation followed the Oracle CEI expectations, with documented customer validations and a structured implementation methodology provided by Impetus. According to Impetus leadership, the cloud approach reduced intellectual property and equipment costs and shortened typical implementation timelines, benefits that informed Coopenae’s move to Oracle Fusion CRM.
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Coopenae | Banking and Financial Services | 300 | $30M | Costa Rica | Oracle | Oracle CX Cloud | Customer Experience | 2016 |
In 2016 Coopenae implemented Oracle CX Cloud for Customer Experience to centralize customer interactions and standardize front-office workflows. The deployment targeted the cooperative banking environment in Costa Rica, with Impetus acting as the system integrator and an on-staff Analista de Sistemas Oracle Cx providing internal implementation and configuration oversight.
The implementation configured core Oracle CX Cloud capabilities, including sales automation, contact and case management, marketing campaign orchestration, and a unified customer data model. Workflows were configured for lead-to-account linking, case lifecycle management, and automated routing, using role based security and tenant level configuration consistent with cloud CRM best practices.
Integration work focused on synchronizing Oracle CX Cloud with Coopenae operational systems through API based interfaces, ensuring customer profile and account data coherence with core banking and account systems, and enabling channel consistency across branch, contact center, and digital channels. The architecture emphasized cloud native connectivity and centralized customer master records to support cross functional use by retail relationship managers, service agents, and marketing teams.
Governance and rollout were run as a phased program led by Impetus with internal governance from the Analista de Sistemas Oracle Cx, establishing CRM data stewardship, approval workflows, and change control for CRM process automation. The program prioritized operational alignment across commercial, customer service, and collections functions, with iterative configuration and governance checkpoints to stabilize processes prior to broader adoption.
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