David Tran Bán Lượt Xem: 55

Transcript

As a sales manager, closing opportunities with Odoo Sales is really simple.

I selected a predefined quotation for a new product line offer. The products, the service details are already in the quotation. Of course, I can adapt the offer to fit my clients needs.

The interface is really smooth. I can add references, some catchy phrases such as closing triggers (here, you save $500 if you sign the quote within 15 days). I have a beautiful and modern design. This will help me close my opportunities more easily.

Plus, reviewing the offer from a mobile phone is easy. Really easy. The customer got a clear quotation with a table of content. We can communicate easily. I identified an upselling opportunity. So, I adapt the offer by adding more products. When the offer is ready, the customer just needs to sign it online in just a few clicks. Odoo Sales is integrated with major shipping services: UPS, Fedex, USPS and more. The signed offer creates a delivery order automatically.

That's it, I successfully sold my products in just a few clicks.

Oh, I also have the transaction and communication history at my fingertips. It's easy for every stakeholder to know clearly the past interaction. And any information related to the transaction.

  • If you want to show information, I would do it from a customer form, something like:
    • Kanban of customers, click on one customer
    • Click on opportunities, click on quotation
    • Come back to customers (breadcrum)
    • Click on customer statement letter

Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click.

Odoo Sales is a powerful, yet easy-to-use app. At first, I used the sales planner. Thanks to it, I got tips and tricks to boost my sales performance.

Try Odoo Sales now and get beautiful quotations, amazing dashboards and increase your success rate.