101 lines
3.5 KiB
Markdown
101 lines
3.5 KiB
Markdown
|
Sales Management Made Easy
|
||
|
|
--------------------------
|
||
|
|
|
||
|
|
From quotes to invoices, in just a few clicks with the Odoo <a href="https://www.odoo.com/page/crm">Sales Management</a>.
|
||
|
|
|
||
|
|
Drive your sales operations from quotes to invoices with all the information
|
||
|
|
you need, easily accessible. Keep track of long term contracts, automate
|
||
|
|
invoicing and notify sales when they have things to do.
|
||
|
|
|
||
|
|
Create Professional Quotations
|
||
|
|
------------------------------
|
||
|
|
|
||
|
|
Create quotations in a matter of seconds. Send quotes by email or get a
|
||
|
|
professional PDF. Track quotations, and convert them to sales order in one
|
||
|
|
click.
|
||
|
|
|
||
|
|
Spend the extra time focusing on selling, not recording data.
|
||
|
|
|
||
|
|
Fully Integrated
|
||
|
|
----------------
|
||
|
|
|
||
|
|
The information your need, where you need it.
|
||
|
|
|
||
|
|
Don't lose time looking for customers, products or contracts related
|
||
|
|
information; they are all conveniently accessible when creating quotations.
|
||
|
|
|
||
|
|
Get access to stock availabilities in the different warehouses, to customer's
|
||
|
|
specific prices, to the history of preceeding offers for this prospect, etc.
|
||
|
|
|
||
|
|
|
||
|
|
Your Address Book
|
||
|
|
-----------------
|
||
|
|
|
||
|
|
So many features, so easy to use.
|
||
|
|
|
||
|
|
Assign tags to your prospects, manage
|
||
|
|
relationships between contacts and store all customer's preferences including
|
||
|
|
pricing, billing conditions, addresses, payment terms, etc.
|
||
|
|
|
||
|
|
Navigate through all the documents related to a customer with the powerfull
|
||
|
|
breadcrumb: quotations, invoices, emails, meetings.
|
||
|
|
|
||
|
|
Fully Integrated Invoicing
|
||
|
|
--------------------------
|
||
|
|
|
||
|
|
Whether you invoice based on time and materials, on delivery orders or fixed
|
||
|
|
price; Odoo supports all possible methods.
|
||
|
|
|
||
|
|
Get recurring invoices produced automatically, create advances in just a few
|
||
|
|
clicks, re-invoices expenses easily, etc.
|
||
|
|
|
||
|
|
Keep track of your contracts
|
||
|
|
----------------------------
|
||
|
|
|
||
|
|
Get rid of wasted paper and record all your contracts in the application.
|
||
|
|
Invoices are generated automatically based on your contract conditions. Your
|
||
|
|
account managers get alerts before contracts have to be renewed.
|
||
|
|
|
||
|
|
Communicate Efficiently With Customers
|
||
|
|
--------------------------------------
|
||
|
|
|
||
|
|
The chatter feature enables you to communicate faster and more efficiently with
|
||
|
|
your customer. This takes place directly on a quotation or sale order from
|
||
|
|
within Odoo or via email.
|
||
|
|
|
||
|
|
Get all the negotiations and discussions attached to the right document and
|
||
|
|
relevent managers notified on specific events.
|
||
|
|
|
||
|
|
Fully Extensible
|
||
|
|
----------------
|
||
|
|
|
||
|
|
By default, sales order are very simple, limited to a small number of features.
|
||
|
|
Don't be confused by features you don't need.
|
||
|
|
|
||
|
|
But you can activate options to fit your specific need: multi-warehouses, multi
|
||
|
|
unit of measures, manage customer specific prices with pricelists, control
|
||
|
|
margins on quotations, use different addresses for shipping and billing, etc.
|
||
|
|
|
||
|
|
Built-in Customer Relationship Management
|
||
|
|
-----------------------------------------
|
||
|
|
|
||
|
|
Activate the CRM application to manage your funnel of opportunities, attract
|
||
|
|
leads, log calls, schedule meetings and launch marketing campaigns.
|
||
|
|
|
||
|
|
Opportunities can be converted into quotations in just one click.
|
||
|
|
|
||
|
|
Drive Engagement with Gamification
|
||
|
|
----------------------------------
|
||
|
|
|
||
|
|
Align sales channels on clear targets. Define clear commission plans. Get real
|
||
|
|
time statistics on the performance of individual sales or channels. Motivate your
|
||
|
|
teams with challenges, rewards and leaderboards.
|
||
|
|
|
||
|
|
Have Clear Pricing Strategies
|
||
|
|
-----------------------------
|
||
|
|
|
||
|
|
Use pricelists to record special conditions for a specific customer or to
|
||
|
|
define prices for a segment of customers. Define promotions and have them
|
||
|
|
applied automatically for all your sales channels.
|
||
|
|
|