Let's face it: Sales is a grind when your systems are a mess. Juggling disconnected channels, wrestling quotes, chasing invoices.. but what if you could ditch the chaos and actually enjoy the sales process?
Kevin McMenamin from OptimySME is here to spill the secrets on how Odoo ERP transforms sales processes for Kiwi businesses.
One Ring to Rule Them All: Centralising Your Sales Channels
Your sales team is juggling eCommerce orders, point-of-sale transactions, and phone inquiries, all while wrestling with different systems. The result? A fragmented view of the customer missed opportunities, and a whole lot of wasted time. "The beauty of Odoo as an ERP system is it supports all your sales channels," Kevin explains. "With Odoo, all purchases are in one place. You can apply consistent pricing and opportunities across your customer base, making it simple to manage what you're doing with your customers."
Odoo provides a unified platform, ensuring every team member can access the same information, leading to better customer experiences and increased efficiency.
Crafting Quotes That Convert
Gone are the days of tedious quote creation. Odoo makes it a breeze with a suite of tools designed to impress your customers:
Quote Templates
Ideal for sending similar quotes regularly, saving time and ensuring brand consistency.
Worksheets
Build a detailed quote framework, adding all the necessary components before converting it into a polished proposal.
Customisable Quotes
Enhance your quotes with personalised headings, descriptions, product images, and your company logo for a professional touch.
"When the customer says yes, you just click a button to confirm it," Kevin says. "It's that easy, and it's that powerful."
Automation: Your Sales Superpower
Odoo's true magic lies in its seamless integration. Once a quote is confirmed, the system kicks into action, automatically generating:
- Manufacturing orders
- Pick lists for the warehouse
- Project tasks
- Employee assignments
"Everything is fully integrated - you just click one button, and everything happens automatically. Life is simple, just as it should be," Kevin jokes.
Gain a Competitive Edge with Advanced Pricing
Price is a key factor in every sale. Odoo empowers you with advanced pricing management, offering:
Dynamic Price Lists
Set up custom pricing rules based on dates, discounts, and cost formulas.
Customer-Specific Pricing
Tailor pricing to individual customers, rewarding loyalty and maximising profitability.
Margin Visibility
Track profit margins on every sales order, giving you real-time insights into performance.
Access Control
Delegate pricing authority to managers, ensuring consistency and preventing unauthorised discounts.
"All this information is readily available and user-driven," Kevin adds. "It’s exactly what businesses need to make informed decisions."
Cash Flow Optimisation
Integrated invoicing ensures seamless financial operations:
- Generate invoices in advance or after shipping.
- Automate payment reminders.
- Track payments in real time.
"Good invoicing means good cash flow," Kevin points out. "And that's what keeps your business thriving."
The Odoo Advantage for Modern Sales Teams
1. Unified sales channels
Integrate eCommerce, POS, and direct sales.
2. Customisable quoting
Impress clients with professional, tailored proposals.
3. Seamless integration
Automate tasks from quote confirmation to invoicing.
4. Data-driven insights
Gain valuable insights into sales performance.
Ready to Transform Your Sales Processes?
Ready to trade in sales chaos for streamlined success? Contact OptimySME today and discover the power of Odoo.
- Alanna Chen