For the Odoo Team,Fabien Pinckaers, Founder
+
+
+
+ - Congratulations on taking the leap to boost your sales - activities! -
- Odoo CRM will help you handle your sales funnel, bringing - your sales vision to life in a simple and seamless way. -
- Configuring Odoo CRM is easy. But you'll have bigger - challenges like; structuring your sales process, building - sales tools and training your teams. That's why we developed - this tool. We want you to succeed boosting your sales - performance. -
- If you get stuck, get in touch with our CRM experts, using - the "Help" button on the top menu. Every Odoo Enterprise - customer benefit from an unlimited support, don't hesitate - to abuse it. We are here to help you. + This guide will help you implement your sales funnel and give you best practices to bring your sales vision to life with Odoo. +
+ The whole process may take a few hours, some discussions with your colleagues and several cups of coffee to go through. But don't worry, you can return to this tool at any time.We are here to help you. If you get stuck, do not hesitate to reach our CRM experts. +
+ Have fun deploying your sales strategy,
-- We wish you a fun time, +
We wish you a fun time,
-
For the Odoo Team,Once you have finished the implementation, your expectations should be met.
+
At the end of the deployment process, your expectations should be reached.
+
If not, our CRM experts are available to help you achieve your goals.
@@ -93,7 +88,6 @@ actities? You may take a look at the examples using the right icon.
-Systematic organization is what makes the difference - between good and great salespeople! Let's setup the - stages of your sales pipeline. -
- Aligning your sales organization along a common process - will allow you to continuously improve your sales - performance. + between good and great salespeople! Create your opportunity pipeline to define the stages used to sell to your prospect. +
+ Aligning your sales organization on a common process will allow you to continuously improve your sales techniques.
Great pipelines have stages aligned with the buyer's buying process, not your selling process:
| - | Bad Requirement | -Good Requirement | +Example: Qualified stage | ++ | Example: Negotiation stage | |
|---|---|---|---|---|---|---|
| Stage: Qualified |
- You understand the customer's needs and estimated his budget | -The customer acknowledge his pain points and confirmed an estimated budget | ++ | The customer understood his pain points and proposed the next step in the buying process | ++ | The prospect started to discuss your offer |
| Stage: Negociation |
- You call the prospect for a follow up on your offer | -The prospect starts to discuss your offer | ++ | You understand the customer need, it's budget and his pain points | ++ | You called the prospect for a follow up on your offer |
- Every business is different. Fortunatelly, Odoo allows - to tailor-make every screen or report to perfectly fit - your sales process. -
- Contact our experts if you need specific customizations.
- Here is what we can do for you:
+ Every business is different
+ Odoo allows you to customize every application and it's usually a good advice to customize screens to fit your sales process.
+
+ Here are some of the customizations available:
- We can automate steps in your workflow, for example:. -
s +We can automate steps in your workflow, for example:
- Odoo will help you create polished, professional quotations and contracts in minutes. - Tell us how you sell and we will tell you what - configuration will best fit your quotation process. -
-+ Odoo will help you create polished, professional quotations and contracts in minutes. + Tell us how you sell and we will tell you what + configuration will best fit your quotation process. +
++ Unless you are starting a new business, you probably have a list of Customers and Suppliers you'd like to import. +
++ We can handle the whole importation process for you: simply send your Odoo Project Manager a CSV file containing all your data. + +
+You have two options to import your products:
+
+ In Odoo, there are 3 different ways to manage your products prices.
+
+ Each product can only have one price.
+
+ Note: your product needs to be marked as 'Can be Sold' to have a Sale Price.
+
+ Your Products prices can vary based on: +
++ Use this option if you need a Sale pricelist for customers and a Purchase pricelist for suppliers. +
+
+ Prices can be calculated by advanced formulas.
+ Example: 15% discount when buying more than 3 t-shirts.
+
+ You can also combine several rules into a sequence.
+ Example: additional 10% discount during summer sales
+
+ You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now. +
How do you want to import your products?
-
- Each product, one by one
- Create a product
-
- Create 3 products manually -
-Export these 3 products by selecting them and chosing 'Export' from the 'More' menu
-Add your existing products to this CSV file
-Import the file
-Odoo's web-services allows developers to create scripts that load data automatically into the system.
-Read the technical documentation
-
+ This email address has been preconfigured as the default
+ for your sales department.
+ (you can change it here)
+
- This email address has been preconfigured as the default
- for your sales department.
- (you can change it here)
-
+ Contact Us
to setup your own domain
+ name(sales@yourcompany.com)
A sales manager will mostly use these two reports:
@@ -607,7 +751,7 @@
Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.
Exercise: Try to switch the kanban to graph view
- Once your CRM is up and running, it’s time to boost your sales performance. - Start by focusing on continuous improvement. -
-
Organize weekly sales meetings
- It's a great way to see where you can improve and keep track of the progress of
- your sales team. Start the pipeline review by looking at the big picture;
- revenues and number of opportunities by stage, by expected closing date and by
- salespeople.
-
- Analyzing the pipeline by expected closing date will help your team efficiently - forecast its future revenues. The pipeline review - will allow you to identify sales inefficiencies or pick up on the best practices. + It's a great way to see where you can improve and keep track of the progress of your sales team. Start the pipeline review by looking at the big picture; revenues and number of opportunities by stage, by expected closing date and by salespeople. +
++ Analyzing the pipeline by expected closing date will help your team efficiently forecast its future revenues. The pipeline review will allow you to identify sales inefficiencies or pick up on the best practices.
Review the top 5 opportunities
- Once the big picture is clear, focus on the best opportunities. Start from
- stages on the right (negotiation, proposal, etc) and review the biggest
- opportunities one by one with the team.
-
- For every deal, review the next action, the expected closing, the pain points, - the expected revenues, the buying process, etc. + Once the big picture is clear, focus on the best opportunities. Start from stages on the right (negotiation, proposal, etc) and review the biggest opportunities one by one with the team. +
+ For every deal, review the next action, the expected closing, the pain points, the expected revenues, the buying process, etc.
The three main practices to develop a sales force are methodical organization, trainings and @@ -739,27 +881,44 @@ continuous improvements of your sales teams.
-Trainings
+
Trainings
To build a strong sales training program, you can use the following
apps of Odoo:
Sales tools
- Efficiently following up the pipeline will lead to great improvements. But to achieve excellence
- in your sales organization, you need to provide your team with sales tools. For every stage of
- the opportunities pipeline, identify the blocking points and create documents to train the team.
-
Sales tools
+ Efficiently following up the pipeline will lead to great improvements. But to achieve excellence in your sales organization, you need to provide your team with sales tools. For every stage of the opportunities pipeline, identify the blocking points and create documents to train the team.
+
Here are a few examples:
- Odoo is the only software in the world to fully integrate marketing with the whole of your sales - channel (insight sales, point of sale, ecommerce). + Odoo is the world's only software to have a full integration of Marketing Apps your sales channel: insight sales, point of sale, ecommerce.
Engage directly with your website visitors to attract leads and boost online sales.
@@ -826,7 +992,7 @@ class="btn odoo_purple"> Install Live ChatGain high quality insight from surveys, a great way to engage with prospects
@@ -834,15 +1000,15 @@ class="btn odoo_purple"> Install SurveysGet an awesome website for your business. Fully customizable and SEO friendly.
Install Website BuilderCreate sleek and attractive event pages. Sell online and organize on site.
@@ -850,7 +1016,15 @@ class="btn odoo_purple"> Install EventsTrack your customers/suppliersclaims and grievances.
+ + Install Customer Claims +Boost your online sales with sleek product pages.
@@ -858,12 +1032,24 @@ class="btn odoo_purple"> Install e-CommerceDisplay your brochures, product sheets,showcases etc. for everyone to see.
+ + Install Slides +Encourage your salesmen to perform better through custom challenges.
+ + Install Gamification +