CRM for Sales Management
Streamline Your Sales Process with Intelligent CRM Automation and Real-Time Business Insights
Odoo sales module(crm for sales management) intends to augment Sales Team capabilities to intelligently and efficiently manage orders, quotations and customer master.
Key Features
- Professional Quotations – Generate complete and clean quotations with product descriptions, page breaks on email with online acceptance.
- Contract Management – Generate recurring contracts based on time and materials and generate invoices phase wise, maintain renewal and upselling opportunities.
- Pricelists – Maintain various pricelist for products according to customer category, country and other parameters.
- E-Commerce Connectors – Get connected to popular e-commerce platforms like Amazon & eBay to seamlessly track sales in one application
- Discounts & Approvals – Manage multiple discounting policies and order approvals based on business dynamics
- Integrated with CRM & Inventory – Seamlessly integrated with CRM & Inventory module to efficiently link various processes and provide real time status on orders
- Get Real-time Statistics – Get precise forecasts with the Odoo CRM business intelligence engine to size up your sales activities. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
- Helpdesk – Track Complaints, enquiries and complaints in easy to manage Helpdesk Module and keep track of tickets with status to give customer a great experience of interaction.
- Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports or inactivity on leads.
Powered by Odoo Framework
Fit to pocket
Implementation start’s with zero license cost
Ultimate flexibility
Can navigate in all sizes of business.
No vendor lock-in
Code handover is mandatory at the time of go live.
Less risk
Businesses can start with small.
User friendly
User experience is designed for respective user type.
Scalable
Odoo grows in sync with business growth.
Frequently Asked Questions
What is Odoo CRM sales management?
It can help you to manage Quotations, sales orders, follow ups and leads form a single platform.
Can we integrate Odoo CRM with inventory and ecommerce platforms?
Yes, we can easily integrate Odoo CRM with amazon, ebay, accounting, inventory and many other popular business application’s to achieve seamless sales operations.
Does it support discount management and quotation approvals?
Yes, it support proper discount approvals, role based authorization workflows and also support multiple pricing policies.
Can we track forecasts and sales performance in real time?
Yes, Odoo CRM provide us graphics based dashboard where we can easily track sales performance reports and it also provide forecasting tool in which we can monitor business performance and sales activities.
Why Apagen is a partner of choice
Solution Expertise
- Strong focus on domain centric solution building drives benefit realization after solution implementation
- Mature offerings across ERP Lifecycle to support clients for ALL ERP needs
- Proven & certified offerings designed to solve specific business and IT operation challenges
Execution Expertise
- Bootstrap workshop for organizational preparedness & effective change management
- Robust delivery processes with independent quality assurance
- Delivery framework for AMS certified by ERP
- Implementation Kits for new implementations & rollouts
Accelerators
- Business process template repository
- Re-usable component warehouse of functionality, reports & utilities
- Provide tools for easy data migration from legacy to ERP
- Templates for implementation in various verticals
- Large repository of test case & scripts for various verticals and business process scenarios
Experience
- Running & managing some of the most complex ERP installations (eg. Bajaj holographics, Design India, Grail Group etc.)
- Experienced in delivering services under several engagement models ranging from team sourcing to managed services from offshore
- Multi-location implementations & rollouts
