Efficient Selling with Odoo Sales App
The Odoo Sales App lets you remodel your sales process with ease of use and accessibility on any device. It reduces manual data entry through seamless integration and provides alerts for low stock and overdue payments, ensuring timely fulfillment and improved customer satisfaction.
Key Features
Optimally equip your sales team and improve customer connections with the help of the Odoo Sales management app. Its modern interface and powerful features streamline the selling process, allowing your team to close deals faster.
Key Features of Efficient Selling with Odoo Sales App
Modern User Interface
The intuitive design simplifies navigation, enabling your sales team to manage leads and monitor performance from a customizable dashboard. This user-facing approach helps to reduce the learning curve so that your team can be much more concentrated on selling.
Mobile Capabilities
Make your sales operations easy with Odoo integrated mobile solutions. Your team can quickly generate quotations, issue invoices, and update customer information, fostering stronger client relationships and enhancing productivity.
Reduced Data Entry
Reduce data entry by using integrated data with different Odoo modules. We ensure that your customer, product, and pricing data syncs automatically to ensure your team spends more time interacting with customers than inputting this data.
Sales Warnings
Stay proactive with sales warnings that alert your team to critical issues like low stock or overdue payments. These notifications help prevent problems before they arise, ensuring timely order fulfillment and improved customer satisfaction.
Key Features of Professional Quotations with Odoo Sales App
Quotation Builder
Easily create customized quotations using the intuitive Quotation Builder. Drag-and-drop functionality allows quick addition of products and pricing, ensuring tailored and professional quotes.
Quotation Template
Pre-made templates should be used to create quality content quickly while preserving brand uniqueness. Build professional quotes fast, ensuring every document reflects your company's norms.
Pro Forma Invoicing
Generate pro forma invoices from quotations to provide clients with a clear cost overview before finalizing deals, building trust, and streamlining approvals.
Upselling
Use 'recommendation services' to guide your customer to related products to help maximize your average order value and customer satisfaction.
Electronic Signature
Streamline approvals by signing documents digitally, enabling the clients to sign within the app for a seamless and efficient process.
Key Features of Order and Contract Management
Sales Orders
Effortlessly create and navigate through sales orders to manage the entire sales order cycle from initiation to fulfillment, ensuring visibility over your sales pipeline.
Manage Invoicing from Sales Orders
Customize your invoicing functionality by being able to create invoices from the sales orders. It minimizes manual data entry and ensures timely billing.
Customer Portal
Enhance the Odoo Customer Portal, where clients can track their orders, invoices, and payment status in real-time.
Order-Specific Routes
Optimize fulfillment with customized delivery routes based on order specifics, ensuring efficient delivery and improved inventory management.
Contracts
Manage contracts, complete them effectively through the app, and track legal documentation and renewals.
Incoterms®
Simplify international sales with Incoterms® integration, clarifying shipping responsibilities and risks to protect your business and clients.
Enhance collaboration and communication within your sales team and clients with Odoo ERP software’s streamlined communication features.
Key Features of Streamlined Communication with Odoo Sales App
Schedule Activities
Quickly set up services like a call or meeting to help reduce complexities, ensuring your team stays focused on maintaining strong client relationships.
Email Gateways
Allow users to centrally manage email interactions and link them directly into the Odoo sales management app. Get all your mail in one place and have access to messages for improved transparency.
Onboarding Emails
Automate client onboarding with tailored welcome emails. Odoo sales management software ensures that new clients are provided with essential information, enhancing satisfaction.
Inter-Company Rules
Set inter-company guidelines to facilitate interaction between different departments and define the division of responsibilities within the organization.
Manage your products and pricing seamlessly with the Odoo Sales app’s product and price control features. Tailored to meet various business needs, these tools allow you to create, configure, and price products to enhance customer satisfaction and boost sales.
Key Features of Streamlined Communication with Odoo Sales App
Product Variants & Types
Handle various product variances such as color, size, etc., and varieties of products ranging from tangible products, services, and even downloads.
Discounts & Promotions
Configure product offers and add coupons, gifts, and other promotional instruments. Odoo software's flexibility allows targeting specific customers or products to increase the chances of interaction.
Shipping Options & Costs
Incorporate third-party shippers and have a real-time accurate calculation of shipping costs to provide customers with an efficient and smooth checkout experience.
Loyalty, Gift Cards & eWallet
Foster customer loyalty by introducing various gift cards and eWallets for payment solutions.
Product Configurator & Units of Measure
Allow customers to personalize products with the configurator and manage items by any unit of measure, ensuring accurate inventory tracking.
Pricelists
Create differential prices for the different customer groups or regions, making it possible for you to decide on the appropriate strategies for reaching various markets successfully.
Gain valuable insights into your sales performance with Odoo business management software’s intuitive reporting tools. These features are designed to keep your team on track and informed and offer real-time visibility into key metrics that drive smarter decisions.
Key Features of Streamlined Communication with Odoo Sales App
Trackable KPIs
Facilitate easy management of other core sales performance indicators. Monitor revenue, order quantity, and customer leads with the Odoo system to ensure your team meets goals and uncovers growth opportunities.
Next Activities
Keep sales moving forward by scheduling the following activities directly within reports. Odoo ERP enables you to assign tasks like follow-up calls or meetings, ensuring your team is proactive and focused on closing deals.
Order and Invoicing Analysis
Analyze orders and invoices to gain insight into revenue patterns. Odoo’s built-in reports enable you to analyze sales data, identify which products perform well, and optimize cash flow more efficiently.
Enhance your sales workflow with Odoo’s integrations across essential apps, enabling a unified approach to operations.
Key Features of Integrations with Odoo Sales App
Accounting
Integrate sales with accounting for automatic invoicing, payment processing, and accurate financial tracking without manual effort.
eCommerce
Integrate eCommerce to seamlessly manage online orders, inventory, and customer details across sales channels.
Inventory
Manage inventory to have an updated stock balance of the products, ensuring efficient order fulfillment and avoiding stock issues.
Why Choose Odoo Sales with Greytrix Business Solutions?
At Greytrix Business Solutions, we implement Odoo Sales to help businesses streamline their sales processes and drive growth. With features like automated quotations, order management, and seamless integration with other Odoo apps, Odoo Sales simplifies tracking and closing deals, enhancing customer satisfaction and improving sales performance.
