Effective Sales Management Using Odoo
Access on the Go
Odoo's mobile-friendly interface lets you access sales tools anytime, anywhere, giving you unmatched flexibility to stay productive on the go.
Simplified the Quoting Process
With just a few clicks, you can make your quoting process easier and turn quotes into sales orders and invoices on the same platform.
Sales Alerts
Get timely notifications prior to submitting quotes, which will assist you in making well-informed choices about particular clients or goods.
User Interface of Today
Enjoy a sleek, easy-to-use interface made just for salespeople that makes it simple to get to important information quickly.
Professional Quotations
Builder of Quotations
Create polished, professional quotes quickly by utilizing pre-configured products, price lists, and customizable templates.
Template for Quotations
Custom quotation templates are simple to create and reuse, which boosts productivity and saves important time.
Opportunities for Upselling
Increase your sales potential by utilizing built-in upselling features to recommend more goods or choices.
Pro Forma Billing
Create pro forma invoices with ease to guarantee more efficient billing and payment processes.
Digital Signature
By enabling online quote review and electronic signature signing, you can expedite the sales process.
Different Grid Inclusion
A grid format that shows every possible combination makes it simple to add product variations to sales orders, improving order accuracy.
Order and Contract Management
Orders for Sales
Easily convert quotes into sales orders so that clients can handle their orders on their own using Odoo eSign and online quotes. Handle partial shipments and order modifications with ease.
Using sales orders to generate invoices
Easily manage payment terms, create invoices based on delivered or ordered quantities, and keep an eye on invoice statuses.
Customer Portal
Provide clients with an easy-to-use portal where they can track orders, view and modify quotes, and keep an eye on real-time delivery statuses.
Contracts
Use integrated contract management tools to effectively handle all contract phases, from invoicing to renewal and upselling.
Digital Signature
By enabling online quote review and electronic signature signing, you can expedite the sales process.
Effective Communication Channels
Plan Your Activities
Maintain organization by planning your tasks and making sure you receive notifications and follow-ups on important sales opportunities on time.
Gateways for Email
Ensure efficient correspondence and negotiation by automatically connecting email correspondence to the pertinent customer orders.
Emails for onboarding
Develop email templates for specific products, providing buyers with essential information immediately upon purchase.
Rules Among Companies
Ensure seamless and effective operations by automatically synchronizing purchase orders and sales across several businesses.
Product and Price Control
Variants of the Product
Use a variety of product features and variations to customize your offerings to your customers' varied needs.
Discounts
To encourage sales and draw in more clients, apply discounts directly to quote line items.
Types of Products
Effectively oversee a variety of product categories, such as digital, services, and tangible goods.
Integration of Third-Party Shipping
Easily integrate with major shipping carriers to automate label printing, shipment tracking, and shipping cost calculations.
Calculation of Shipping Costs
Determine shipping costs precisely by taking into account factors like weight, volume, and delivery location.
Discounts and Offers
Create unique promo codes and coupons to provide your clients with exclusive offers and discounts.
Program for Loyalty
To reward loyal consumers and promote repeat business, implement a loyalty program.
eWallets and Gift Cards
Permit consumers to use eWallets for easy, convenient online payments and to purchase gift cards.
Configurator for Products
Odoo's product configurator makes it simple to add particular product variations to quotes or shopping carts, improving the overall shopping experience.
Measurement Units
Sell goods in a range of measurement units, and Odoo will handle the conversions with ease.
Pricelists
Apply pricelists to individual products as needed to determine precise pricing based on order details or customer-specific conditions.
Intuitive Reporting
Measurable KPIs
To facilitate data-driven decision-making, track important KPIs like customer lifetime value, churn rate, and sales metrics.
Upcoming Tasks
Use a thorough overview to keep track of your sales tasks, guaranteeing prompt follow-ups and efficient task administration.
Analysis of Orders and Invoices
To identify trends, comprehend consumer preferences, and evaluate revenue performance, do a thorough analysis of your sales data.
You can easily improve customer engagement, expedite your sales processes, and propel your company's expansion with Odoo's extensive suite of sales tools.