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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.

Streamline your sales process with Odoo’s professional quotations feature to enhance efficiency and improve client interactions.

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.

Make your sales processes more effective with the help of Odoo ERP software’s reliable order and contract management tools. Designed to streamline workflows, enhance customer relationships, and ensure smooth processes from order creation to contract execution.

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 Intuitive Reporting 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.

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