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.
We wish you a fun time,
For the Odoo Team,Fabien Pinckaers, Founder
What are your sales objectives? What challenges are you dealing with? Being clear on your expectations is the first step of a successful implementation.
Once you have finished the implementation, your expectations should be met.
If not, our CRM experts are available to help you achieve your goals.
What are the main KPIs you need to track the sales 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.
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Stages from the initial contact to won deals:
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Great pipelines have stages aligned with the buyer's buying process, not your selling process:
| Bad Requirement | Good Requirement | |
|---|---|---|
| Stage: Qualified |
You understand the customer's needs and estimated his budget | The customer acknowledge his pain points and confirmed an estimated budget |
| Stage: Negociation |
You call the prospect for a follow up on your offer | The prospect starts to discuss 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:
We can add fields related to your business on any screen, for example
We can automate steps in your workflow, for example:.
sWe can implement custom reports for you based on your Word templates, for example:
We have special options for unlimited number of customizations !
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.
What kind of proposals do you usually send to your customers ?
Fixed price offers
Standard quotation (products or services)
Quote template (packaged services)
Contracts
Fixed price (ex: monthly subscription)
Time & material (ex: consulting mission)
How do you want to import your products?
Best for less than 100 products
Time & material (ex: consulting mission)
By using CSV file
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
Developments of scripts
Odoo's web-services allows developers to create scripts that load data automatically into the system.
Read the technical documentation
Odoo's importation service can handle the whole process for you.
Incoming email create leads automatically when a new prospect contacts you. That's the easiest way to integrate Odoo with third party apps.
The point of contact for all your prospects
Incoming email
Lead
Opportunity
Quotation
This email address has been preconfigured as the default
for your sales department.
(you can change it here)
Click on 'Reporting' in the main menu and generate statistics relevent to each profiles:
Exercise: Try to get the number of leads per salesperson and by creation date
A sales manager will mostly use these two reports:
Exercise: Try to analyse the average time to close a deal. Group X Axis: Creation Date Group Y Axis: Expected Closing Date Filter: Won Opportunities
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
You're almost finished !
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.
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.
Forecast future revenues
You can assess the maturity of a sales team by its ability to forecasts future revenues
for the coming months or quarters. Train the team to forecast efficiently by having
an up-to-date pipeline of opportunities.
After a few month, set the real success rate according to the stages, to have
accurate expected revenues by closing date.
Depending on how complex your business is, it may take between 6 months and 18 months for a new sales team to efficiently forecasts future revenues.
The three main practices to develop a sales force are methodical organization, trainings and good sales tools.
If you followed the preceeding steps, you already setup the foundations to a strong process leading to continuous improvements of your sales teams.
Trainings
To build a strong sales training program, you can use the following
apps of Odoo:
- Use survey to create tests and certifications.
- Use Slides to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.
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:
Qualified:
Negotiation:
You don't need to review lost opportunities at every sales meeting, but it's good practice to do it at least once a month. Ask your team to set tags on opportunities to identify why they were lost and use this information to generate statistics. Here are some examples of tags to create: no budget, competition, no pain found, etc.
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).
To boost your lead acquisition machine, you should have a look at our marketing apps:
Live Chat
Engage directly with your website visitors to attract leads and boost online sales.
Install Live ChatWebsite Builder
Get an awesome website for your business. Fully customizable and SEO friendly.
Install Website BuilderCongratulations, you're done !
We hope this process helped you improve your sales strategy.
Don't hesitate to send us an email to describe
your experience or to suggest improvements !
Happy Selling!
- The Odoo Team
