Aim
Welcome to “Selling with Odoo: Deliver Omni-channel Sales Success with Odoo,” a specialised training program designed to equip businesses with the tools to maximise sales effectiveness and leverage Odoo’s robust sales management capabilities for revenue growth and customer satisfaction.
In today’s competitive marketplace, mastering the art of sales is essential for driving business growth, fostering customer relationships, and achieving sales targets. With Odoo’s integrated suite of sales tools, sales teams can streamline lead management, automate sales processes, and gain insights into customer preferences to close deals faster and increase sales revenue.
Whether you are already using Odoo or are new to its sales modules, this course will provide comprehensive training on leveraging all of Odoo’s sales channel capabilities and understanding how they link into one powerful ERP system that can support your sales efforts.
Outline
1. Introduction to Odoo CRM: Introduction to Odoo CRM: Gain a deep understanding of Odoo’s CRM module, including lead management, opportunity tracking, and customer segmentation. Learn how to effectively manage sales pipelines, prioritise leads, and nurture customer relationships for maximum sales impact.
2. Sales Order Management: Explore Odoo’s Sales module to streamline the sales order process, from creating quotations to confirming and invoicing. Learn how to generate professional sales quotations, manage pricing policies, and track sales orders throughout the sales cycle.
3. Online Sales Presence: Discover how to utilise Odoo’s Website & e-commerce applications to build up your online presence and boost your sales through a streamlined digital sales channel
4. Physical Sales Presence: See how Odoo’s POS app makes selling face-to-face effortless.
5. Additional Sales Use Cases: Learn how to handle additional sales use cases, such as recurring subscription-based product and service sales or managing rental operations.
6. Sales Reporting & Analysis: Harness the power of Odoo’s reporting and analytics tools to track sales performance and identify growth opportunities. Learn how to generate sales reports, analyse sales data, and create actionable insights to drive sales strategy.
7. True Omni-channel Experience: Focus on achieving excellence in customer management, using integrated tools like promotional, loyalty, and voucher features, and learning to target your marketing messages across all channels.
8. Integration with Other Odoo Modules: Understand how Odoo’s Sales module seamlessly integrates with other Odoo applications, such as Inventory, Accounting, and Project Management, to provide a holistic view of customer interactions and sales operations. Learn how to leverage integrated data to streamline business processes and enhance department collaboration.
By the end of this course, you will be equipped with the skills and knowledge needed to leverage Odoo for sales success. Join us on this journey as we empower your business to accelerate sales performance, drive customer engagement, and achieve sales excellence with Odoo.
| No | Seminar | Agenda |
|---|---|---|
| 1 | Introduction to Sales Processes, Managing Leads & Opportunities | - Overview of sales processes and their importance - Introduction to Odoo's sales module - Setting objectives for the training series - Understanding sales roles and responsibilities - Understanding the lead-to-opportunity conversion process - Managing leads and opportunities in Odoo CRM - Qualifying leads and prioritising opportunities - Implementing best practices for lead and opportunity management |
| 2 | Quote & Proposal Management | - Understanding the quote and proposal generation process - Creating and managing quotes and proposals in Odoo - Customising quotes and proposals to meet customer needs - Implementing best practices for effective quote and proposal management |
| 3 | Online Sales Presence | - Basics of building your website contact forms - Putting together product cards and establishing your eCommerce sales workflow - Discovering eCommerce possibilities - Inventory, Payment gateway and other options. |
| 4 | Physical Sales Presence | - Learning how to setup your store in Odoo - Handling the Point of Sale (POS) order workflow - Gaining proper insights utilising POS reporting |
| 5 | Additional Sales Use Cases, Reporting & Performance Metrics | - Handling of subscription orders - Execution of rental workflow - Overview of key performance indicators (KPIs) in sales - Generating sales reports and performance metrics in Odoo - Monitoring sales performance and identifying areas for improvement - Using data insights to drive continuous improvement in sales processes |
| 7 | Omni-channel Experience | - Understanding the options of promotions, loyalty programmes and vouchers/coupons - Handling your marketing automation and targeting specific messages to specific audiences |
| 8 | Integration with other Odoo modules | - Exploring possibilities of automation from the Sales channels into Inventory, Projects, Appointments and Manufacturing |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
