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Odoo Sales Force Automation

​What is Odoo Sales Force Automation?        Features        Benefits        Challenges        Pricing        Resources 

What is Odoo Sales Force Automation?

Odoo CRM sales force automation (SFA) capabilities power your sales organization with unified processes — from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission payments. Odoo's SFA solution gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts, inventory and order history. With real-time dashboards, sales representatives and managers gain better insights to sell, upsell and properly set customer expectations.

Improve Collaboration and Efficiency​

A central customer database amplifies employee collaboration by breaking down the silos that divide sales, accounting, credit, purchasing and other back-office functions. Improve efficiency by eliminating multiple sources of data — and the redundant processes needed to support them.


Supercharge sales performance​

Odoo Sales Force Automation Features

Equip sales teams with real-time access to prospect, customer, opportunity and order records, and build reliability, predictability and trust into the sales process.

Opportunity Management 

Standardize best practices for winning deals by linking your sales process with the customer buying process. Manage opportunities across status, revenue, key contacts, notes and related documents. Provide sales managers with a complete view of all leads and opportunities in the pipeline.

Quote Management 


Streamline the quote and order process with a fully integrated quote-to-order, cash and fulfillment solution. Easily convert quotes into approved sales orders and automatically process them via links to back-end financials. Provide recommendations based on intelligent upsell management and buying-pattern insights.

Sales Forecasting 


Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast. Allow users to categorize transaction forecast types to appropriately identify opportunities, quotes and estimates. Utilize probability forecasting with adjustable weighted measurement of pending opportunities, quotes and orders. Analyze actual sales and recurring revenue projections in forecasts and variances.

Incentive Compensation Management 

Design and manage complex multitiered commission plans based on multiple criteria, such as quota, quantity sold, service item, product profitability and even incentives, including one-time “spiffs.” Visibility into sales compensation calculations ensures the sales team spends more time selling and less time double-checking their commissions. Split commissions among team members on the same transaction, and easily calculate indirect commissions that are due to managers and executives.

Contract Renewals 

Automate contract renewals through a flexible and powerful process that lets you track renewable assets and maximize renewal revenue. Gain real-time reporting and visibility into your installed base and renewal pipeline, as well as the status of renewal revenue, upsells and returns. Simplify revenue recognition by having the contract renewal and billing follow one process, while revenue recognition can follow a different process, all from within Odoo.

Intelligent Item Recommendations 

Leverage data on customer purchase history and buying patterns to increase average order size and order frequency. Odoo Intelligent Item Recommendations uses AI to provide personalized product recommendations. Recommendations are configurable to prioritize aggregate buying behavior such as “people who bought X also bought Y,” recently added items, items the shopper has likely not seen before, and items similar to one another. These recommendations are presented when entering a sales order in Odoo and also on a customer facing Odoo ecommerce solution.

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" With Odoo integrated with our CRM software, sales orders can be fulfilled and invoices sent automatically, cutting the time it takes to manage everything from 75 hours down to just 11 hours a month—one of many significant savings. "

Ioannis Tsakatanis

Director of Financial Systems, Workable Inc.

Odoo Sales Force Automation Benefits

 

Higher Sales Productivity. Unify­ sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions. 

Real-Time Visibility. Timely insights into pipelines and forecasts make sales more predictable. 

Improved Customer Relationships. Gain a complete view of the customer, including sales, support cases and financial transactions. 

Efficient Account Management. Create a holistic view of all accounts and their contacts, with related activities, in a single dashboard.


Challenges Odoo Sales Force Automation Solves

 

Inaccurate Sales Quotes. Automatically apply tax and shipping-rate calculations, pricing and discounting rules to quotes, and easily convert quotes into approved sales orders. 

Poor Visibility Into Lead and Sales Activity. Get full insight into lead, prospect and customer activity to better inform sales, marketing and services teams. 

Sales Reporting. With direct access to financials, all sales forecasting and dashboards are updated in real-time, and it’s quick and easy to create reports.

Managing Sales Commissions. Automatically manage sales quotas and process commissions end-of-month or end-of-quarter.​

How Much Does Odoo Sales Force Automation Cost?

Companies of every size, from pre-revenue startups to fast-growing businesses, have made the move to Odoo. Looking for a better way to run your business but wondering about the cost? Users subscribe to Odoo for an annual license fee. Your license is made up of three main components: core platform, optional modules and the number of users. There is also a one-time implementation fee for initial setup. As your business grows, you can easily activate new modules and add users – that’s the beauty of cloud software. Odoo supply chain management solutions are available through various module.

Contact Odoo​​​​ Now

Resources

Data Sheets 

Access specifications, features and benefits of Odoo CRM partner relationship management capabilities.

Customer Stories 

Read about the amazing things our customers are able to do by using Odoo.

Product Demos 

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