In the process of business operation, businesses require comprehensive processes and advanced technology in many aspects. Managing the sales process effectively and professionally is an important factor for success.
However, there are many sales management software in the market, which makes you confused. Odoo Sales is a comprehensive sales management software developed by Odoo, providing businesses with the necessary tools and features to optimize the sales process and improve business performance.
In this article, we will show you about a range of complete Odoo Sales features to help you utilize it effectively.
Comprehensive Picture of Odoo Sales
Odoo is known as a powerful and open source Enterprise Resource Planning (ERP) system. Developed by Odoo S.A., the software provides a wide range of comprehensive applications and integrated modules such as financial management, human resource management, inventory management, sales, marketing and more.
As one of Odoo's top applications, Odoo Sales focuses on sales process management and order management. It allows businesses to organize and manage their sales activities effectively from creating customer profiles, creating orders, managing products, to tracking order status and sales reporting.
You should also read this article: Unlock The Potential of Odoo Finance in 2024
What Makes Odoo Sales Stand Out?
Designed specifically for SMEs and large enterprises, Odoo Sales offers powerful and comprehensive features, which aim to improve sales efficiency and create the best customer relationships. Here are several highlighted advantages of Odoo Sales what makes it stand out in the market:
- Comprehensive integration: As mentioned above, Odoo provides various modules to operate businesses. Thus, Odoo Sales enables it to integrate with other applications in Odoo App Store such as inventory management, finance, and human resources. This results in synchronizing information and creating a comprehensive and seamless management system for businesses.
- Efficient customer management: With Odoo Sales, businesses can create customer profiles, track purchase history, and interact with customers in detail. Keeping track of the end-to-end customer journey facilitates building better customer relationships and providing personalized services.
- Flexible order management: It is flexible for businesses to create and manage orders easily on Odoo Sales. All data and changes are updated in real-time so that internal members can track order status, manage products and prices, automatically calculate taxes and shipping costs, and provide notifications and updates to customers on the progress of their orders.
- Smart reporting and analytics: Odoo Sales provides reporting and analytics tools with various themes and templates. You can view sales information, sales and customer performance, statistics and sales trends.
7 Superlative Features Of Odoo Sales
There is no doubt that Odoo Sales can help businesses optimize the sales management process. You can save time and save money through eliminating many unessential and manual tasks. Annually, Odoo has launched a new version to enhance the advanced features and functionalities. The latest version - Odoo 18 promises to bring the magnificent features, which not only supports businesses in optimizing sales but also accelerates productivity.
Let’s explore top 7 exceptional features of Odoo Sales, including:
Sell More Efficiently
It is convenient for businesses to enhance your sales performance. Odoo Sales has a modern and intuitive user interface, which allows users to interact and get the necessary information displayed right where you need it. Additionally, it provides mobile usability whether you are remote or on the go.
Furthermore, data entry and editing operations are done easily with a few clicks. All tasks are performed on a dashboard so that you can save time and improve your work efficiency.
Odoo Sales also has the ability to integrate seamlessly with Odoo CRM. As a result, you can manage the sales process from identifying potential to closing, ensuring that no prospect is left behind.
Create Professional Quotations
Odoo Sales offers two powerful tools to create professional quotations, including Quotation Builder and Quotation Template. Quotation Builder allows you to create quality and fast quotations in seconds with predefined products, price lists and templates. In addition, you can design custom report templates with Quotation Template in just a few clicks based on your requirements, thereby saving time and improving consistency in creating quotations.
Furthermore, Odoo Sales provides three features that make quoting more convenient and professional. They include:
- Pro-forma invoices: Customers can get a comprehensive view of the costs and services you provide.
- Upselling features: With this feature, you can optimize your products and sell more by suggesting additional options, by-products, applying promotions and discounts. It can engage customers as well as increase revenue and strengthen customer relationships.
- Electronic signature: To ensure transparency between contracts and stakeholders, you can utilize electronic signature which allows customers to review and sign your quotes online. This promotes faster sales and reduces the time spent meeting and exchanging documents.
Manage Orders and Contracts Easily
In managing orders and contracts, Odoo Sales provides five highlighted features to organize and track business activities, including Sale Orders, Manage Invoicing from Sales Orders, Customer Portal, Order-Specific Routes, and Contracts.
- Sales orders: It allows you to easily edit orders, sell product bundles, and send partial orders if necessary. Additionally, you can convert quotes into sales orders. Besides, customers also do this themselves through online quotes and Odoo eSign. It creates transparency and clarity between parties so that you can save time and increase flexibility in the sales process.
- Manage invoicing from sales orders: It is easy for you to invoice not only based on ordered or delivered quantities but also based on time and materials. Each order has its own payment terms and policies so that you can manage them separately.
- Customer portal: Odoo Sales supports customers to access an online portal to view quotes, sales orders and track the status of delivery orders in real time. It enhances transparency and interaction with customers.
- Order-specific routes: No matter how order routes are, you can control special routes from order lines such as direct delivery, re-supply when order is available and more. This enables us to optimize the shipping and delivery process.
- Contracts: Contract management lets you track each stage of the contract such as invoicing, renewals and upselling. Additionally, it also seamlessly integrates with Odoo Subscriptions to manage recurring invoices like memberships or service contracts.
Optimize Communication
Odoo Sales has the ability to seamlessly integrate with Odoo CRM, which aims to enhance communication between departments, companies, customers and partners. It provides a wide range of features to help optimize communication and improve work efficiency, from scheduling activities and automating orders, to tracking order exchanges via email.
For example, you can schedule activities such as phone calls, sending emails, meeting customers and receive notifications based on related activities through Schedule Activities. It is certain that the calendar will be synchronized and notified to the relevant parties. This enables you to organize work and not miss any important activities.
Maintain Products, Pricing, and Shipping
Maintaining stable products and prices plays an important role in sales to retain loyal customers. Odoo Sales provides Product Management, Pricing Management, and Shipping Management, which allows businesses to maintain and display complete information about their products. It allows you to create and configure product variants, depending on the diverse requirements of customers with attributes such as size, color, finish, and more. You also calculate accurate prices based on customer conditions easily.
In addition, Odoo Sales also provides discount and coupon features that allow you to apply special pricing and discount policies for each type of customer. In the sales process, shipping management directly affects sales efficiency. You can calculate shipping costs based on variables such as weight, volume, quantity, profit margin, and delivery address. This helps you determine and apply appropriate shipping costs to each order as well as estimate delivery times to customers relatively accurately.
Focus on Visual Reporting
In sales, reporting is essential to evaluate performance and guide your next business strategy. Odoo Sales provides a variety of reporting templates, which allows you to create visual and detailed reports. You can track sales performance, manage sales activities, analyze orders and invoices, track quotations, and view general reports on sales, products, and customers. As a result, you can easily get a holistic view of your sales process and make informed decisions based on detailed analytics.
Here are the top most important types of reports in Odoo Sales:
- Trackable KPIs: You can keep track of KPIs in selling performance like total invoiced amount, sales by country, salesperson or sales team, churn rate, etc.
- Next activities: With Odoo Sales, your teams can have a complete view of all sales activities and next actions to take. All activities on calls, meetings, sales tasks and performance data are saved to help you manage and track the work of your sales team.
- Sales and invoicing analysis: Odoo Sales provides an overview of revenue, profit and details of orders and invoices. You can analyze and compare revenue from different sources, track profits and view details of orders and invoices that have been created. This helps you have an overview of your business situation and manage your finances effectively.
- Quotation analysis: Based on tracking the conversion rate from quotes to orders, you can consolidate and adjust prices as well as improve the order conversion process.
- General reports: Getting a comprehensive report from sales, products, customers to many other aspects of the sales process helps you make data-driven decisions accurately.
Integrate With Many Advanced Systems and Tools
Odoo Sales can integrate with many important systems and tools in the Odoo ecosystem like CRM, Email Marketing, Payment Gateway, eCommerce platforms, etc to enhance the efficiency and flexibility in the sales process.
For instance, if you integrate Odoo Sales with Email Marketing, you will send email marketing campaigns. This system automatically converts leads and customers from Odoo CRM to email tools. This enables you to enhance customer engagement and outreach.
Furthermore, Odoo Sales also connects with Collaboration Apps like Microsoft Teams, Slack to provide information about orders and internal communication, which has helped Odoo enhance the connection and interaction between team members, helping to improve work efficiency and effectiveness.
Conclusion
Leveraging Odoo Sales - a comprehensive solution supports business sales management and business operations optimization. SMEs and large enterprises in various industry can take advantages of Odoo Sales to improve sales performance, optimize processes and manage information effectively. This system provides the key features which are essential for selling.
With Odoo Sales, businesses can be confident to compete and gain more potential customers in the market.
If you want to implement Odoo Sales to increase revenue, optimize costs and resources as a New to Odoo, don't hesitate to contact us! Known as one Odoo Partners in Malaysia, our Odoo experts will consult and implement the best-fit software for your business.
