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The sales system operates from the beginning till the closure of the sales pipeline. Every process is handled and every piece of information is recorded. Whether it is beginning with the submission of a quote or ends with the payment from the client.
With the help of our quotation builder, you can create high-quality custom quotations in no time. To assist your salespeople to perform more effectively, use established products, pricing lists, and templates.
We are providing you with the option of e-signature to minimize your and your customers’ time to effortlessly review and sign the quotes online.
You are now able to sell your product and services more effectively and efficiently using our modern and mobile user interface that provides all the information with your salespeople required to sell anywhere anytime.
Now you can send quotations just in a few clicks meanwhile converting the quotations to sales orders and invoices from the same platform with alerts to notify you of the specifications focusing on specific products and customers.
Save time by modifying sales orders, selling product kits, and shipping partial orders. Simply manage, track and follow up on invoice aging with ease.
Help your customers with our customer portal to get real-time updates on quotations, sales orders, and delivery order status. This smooth Odoo ERP for sales management facilitates you to track each contract lifecycle, such as invoicing, renewal, and upselling.
Create and manage products and their variations based on factors like size, color, material, and so on. Sales management Odoo ERP software allows you to offer discounts to your customers by making them hidden or visible accordingly.
Manage your shipping with costs, print shipping labels, and track your shipment and its connectors like UPS, DHL, FedEx, USPS, and more. You can add a price list to each product according to the consumer group. Based on order conditions such as the amount and/or time, use the applicable price list automatically.
Create sales orders in CRM directly from leads.
Direct invoice creation and monitoring of sales financial measures.
The advanced function for sales operations is the centralized inventory management system.
Sell your product online and it will appear in the sales management module.
With the POS integration, the CRM module's lead generation will be possible through retail operations.
Track and monitor your project progress at every step and check the time utilized in each task by the timesheet.
The Odoo sales module enables you to fully understand your customers' requirements.
Your ERP data provides clear information on your customers' purchasing cycles, how much they spend on equipment, and how frequently they purchase. Tracking your clients' behaviour using the sales management Odoo ERP software system allows you to give better service to them.
Relationship building can be enhanced by O2b Technologies Odoo ERP for sales management.
When it comes to the sales management Odoo module, nothing equals an integrated CRM system for tracking customer information, triggering relationship milestones, and assisting you in maintaining healthy communication between your salespeople and your customers. That ultimately supports sales productivity.
Depends on various factors like the type of your industry and business, the number of users, the size of your business, and others.
You can directly connect to an expert by writing to info@o2btechnologies.com or, Book your slot
