Odoo modules to boost sales and manage customers

 

Disorganization is the origin of chaos in any company. It is impossible to evolve and make future projections when each area of the business is managed irregularly from different independent platforms, without any kind of integration with each other to streamline the flow of data in the team.

 

At this stage of the game, many companies still manage all the registration of their customers and contacts from a platform, different from the one they use to monitor the inventory of products or different from the software they use to receive and attend to the incidents of the end-users.

 

Odoo modules to boost sales and manage customers

 

This type of scenario is anything but productive, since at the time of processing a purchase or meeting a customer request, the agent takes a long time to get that data that he needs by jumping from one software to another.

 

For that reason, there are platforms like Odoo's, to completely transform the business flow of current businesses. What is Odoo? Well, it is an ERP (Enterprise resource planning) software composed of different modules that allow you to manage all the areas that make up a company from the same place. It is a way to have at hand all the data that the work team of a company needs, whether it is in accounting, sales or marketing.

 

You may not have heard about this Odoo ERP before, but don't worry: based on our experience and the Odoo documentation that we handle, we are going to explain to you in the following paragraphs which are the modules that make up this software and what they can do to empower your company.

 

Sales

 

The Odoo integration is so efficient that it unifies the work of two essential areas in a company: customers and sales. Being able to efficiently handle both aspects greatly streamlines the sales flow and the company's response capacity to any incident.

 

Odoo CRM

 

"Track leads, close opportunities and get accurate forecasts," explains Odoo on its website about the usefulness of this CRM module. It is a tool to organize everything related to sales, managing each prospect according to the stage of the sales flow in which they are. You can organize meetings to make calls from this module, making life easier for sales teams.

 

 

Characteristics

 

• Get the information you need to make smarter decisions.
• Customize your dashboards and get a complete view of your business.
• Go deeper with real-time reports and flowcharts that anyone can create and share.

 

Point of sale

 

“The Odoo POS is based on an intelligent interface that any retail company can use without difficulty. As it is extremely flexible, you can configure it to fit your specific needs, ”explained Odoo about the effectiveness of this module.

 

 

Sale

 

It makes sending quotes and electronic payments a lot easier. It allows a much faster and more effective communication with those who are interested in your product and increases sales thanks to its electronic signature functionality.

 

Services

 

Project

 

It is a super useful tool to organize the projects that the work team is executing, marking the tasks to be carried out, assigning people in charge and monitoring the estimated time for each of the tasks. A modern interface presents a detailed and efficient project overview.

 

In addition to managing projects under development, it allows you to plan future projects. This module also produces reports and performs data analysis, to keep the team always updated with the progress of the project.

 

 

Timesheet

 

It allows you to track the time employees spend in performing their tasks, thus monitoring the performance and productivity of the team. It has a planner that allows you to organize the tasks and the estimated times for each one. And at the end of the day, of the week or of the month, the module shows statistics of the team's work time.

 

 

Assistance service

 

Customer service is essential, that is why this ERP Odoo integrates this module to its platform, configured to monitor, prioritize and resolve all incidents reported by customers. For each incident, a ticket is generated, which can be assigned to the company's agents to solve the problem in question.

 

 

Finance

 

Billing

 

This module is of great help to streamline and automate many of the procedures related to billing. "Invoice automatically according to sales orders, delivery orders, contracts or time and material," says Odoo on his website.

 

 

It allows:

 

• Create invoices based on estimates sent to clients.
• Send formal invoices to clients with one click.
• Email invoices in PDF.
• Receive online payments through services such as PayPal, Ingenico, Stripe, among others.
   

Accounting

 

Accounting is one of the most time-consuming tasks in a company, but it doesn't have to be a sacrifice. With this Odoo module, companies can do more, in less time. Allows you to sync bank statements automatically with your bank; create invoices, manage recurring invoices and track payments. As if that were not enough, it allows you to manage the invoices of the suppliers and shows a balance of the invoices that remain to be paid.

 

 

Operations

 

Inventory

 

Another of the most complex tasks within a business is inventory management. And what better if it can be done online, through software like Odoo ERP. This Inventory module makes possible a better organization of your company's warehouses, keeping the inventory of existing products updated.

 

 

“Odoo's double-entry inventory does not compute with inventory entries, exits, or transformations. Instead, all operations are considered stock movements between locations, ”added Odoo in an article.

 

Purchase

 

Within the operational part, the management of purchases in a business can be cumbersome. The bigger the business, the worse this issue gets. Although this Odoo module makes possible an efficient and easy administration of all supplier orders and customer purchase orders.

 

 

It allows:

 

• Automatically send requests for quotes to suppliers
• Easily import price lists and vendor references to make smart purchasing decisions
• Keep track of the availability of a product in the supplier's inventory
   

 

Odoo is enhancing the workflow of companies and it is worth giving it a chance in your company, according to the needs you present at this time. At Rootstack, we have more than 10 years helping companies with technological solutions that increase their productivity. Let's talk