March 7, 2019 Blog, Toronto, Canada

Odoo Sales Management Tool

odoo sales management purple banner

The Ultimate Sales Management Tool

Sales management software like Odoo makes it easy to close, track, and analyze sales unlike what’s been possible in the past. Using Odoo as your ultimate sales management tool is easy. Here’s how.

The interface of Odoo is incredibly smooth, allowing you to customize and issue quotes, quality guarantees, shipping information, and more.

Sending quotes is a particularly powerful use of Odoo sales management software. So let’s say you’re providing a quote to someone.

Select a pre-defined template quotation in Odoo. By inputting in a product’s information beforehand, the software instantly generates a quote based on a pre-written unit price and calculates the subtotal accordingly.

Simply enter in your customer’s name, the date, and any related information. In literally seconds, you have a quotation ready to send.

Going beyond the time Odoo saves on writing out a quotation, the software also provides a sales agent or business owner an opportunity to modify pricing according to what the customer needs.

Odoo Management Software

Change the normal pre-written quote arrangement. Add in a closing trigger, such as ‘Save 20% off if you accept this quotation within the next 7 days. After issuing an invoice, communication is easy and can be done through the messaging feature.

If you identify an opportunity to upsell or cross-sell after the fact, no worries there either. Adapt your quotation and re-send. Then, the customer can sign on the app itself through their smartphone or on their computer and you’re good to go.

Everything’s captured in a modern, beautiful design that is mobile responsive as well.

That means when you send out a sales quote on Odoo, it adjusts its design to the smartphone or tablet being viewed on.

Assuming your customer pulls up the quote on their smartphone first, they won’t need to zoom in or have to squint to be able to see the information. Everything’s already been formatted for their maximum viewing pleasure.

An added bonus is that Odoo sales management software is already connected with shipping services like FedEx, UPS, DHL, and the United States Postal Service among others. Selling has never been so easy! After a sale’s been made, you have all the communications and transaction history right there to look at.

Any time you want, a sales manager can enter into Odoo and generate an automatic sales analysis report showing your total sales, sales by agent, or sales by department.

Divide it by category of product, or section it off by quarter or month. You don’t need to spend hours combing through Excel data or trying to get all this sales data in the same place. It’s already there for you.

There’s even a sales planner which provides guidance on how to launch a sales campaign with advice on expectations, KPIs, pipeline issues, customizations, customer data, product availability, pricing, emails, and more.

Needless to say, Odoo is a powerful sales management tool that can increase your sales in a month or less. Helpful to so many other sales managers, there’s no reason not to give it a try for yourself!

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