diff --git a/sales/overview/main_concepts.rst b/sales/overview/main_concepts.rst index 1ed2a13a8..2e3f69131 100644 --- a/sales/overview/main_concepts.rst +++ b/sales/overview/main_concepts.rst @@ -5,5 +5,6 @@ Main Concepts .. toctree:: :titlesonly: + main_concepts/introduction main_concepts/terminologies main_concepts/invoicing \ No newline at end of file diff --git a/sales/overview/main_concepts/introduction.rst b/sales/overview/main_concepts/introduction.rst new file mode 100644 index 000000000..dfb4d2ce8 --- /dev/null +++ b/sales/overview/main_concepts/introduction.rst @@ -0,0 +1,63 @@ +========================== +Introduction to Odoo Sales +========================== + +.. youtube:: PWKez0gn6Ts + :align: right + :width: 700 + :height: 394 + +Transcript +========== + +As a sales manager, closing opportunities with Odoo Sales is +really simple. + +I selected a predefined quotation for a new product line offer. +The products, the service details are already in the quotation. +Of course, I can adapt the offer to fit my clients needs. + +The interface is really smooth. I can add references, some +catchy phrases such as closing triggers (*here, you save $500 +if you sign the quote within 15 days*). I have a beautiful and +modern design. This will help me close my opportunities more +easily. + +Plus, reviewing the offer from a mobile phone is easy. +Really easy. The customer got a clear quotation with a +table of content. We can communicate easily. I identified an +upselling opportunity. So, I adapt the offer by adding more +products. When the offer is ready, the customer just need to sign +it online in just a few clicks. +Odoo Sales is integrated with major shipping services: UPS, Fedex, +USPS and more. The signed offer creates a delivery order automatically. + +That's it, I sucesfully sold my products in just a few clicks. + +Oh, I also have the transaction and communication history +at my fingertips. It's easy for every stakeholder to know +clearly the past interaction. And any information related +to the transaction. + +- If you want to show information, I would do it from a customer + form, something like: + + - Kanban of customers, click on one customer + + - Click on opportunities, click on quotation + + - Come back to customers (breadcrum) + + - Click on customer statement letter + +Anytime, I can get an in-depth report of my sales activity. +Revenue by salespeople or department. Revenue by category of +product, drill-down to specific products, by quarter or month,... +I like this report: I can add it to my dashboard in just a click. + +Odoo Sales is a powerful, yet easy-to-use app. At first, I used +the sales planner. Thanks to it, I got tips and tricks to boost +my sales performance. + +Try Odoo Sales now and get beautiful quotations, amazing dashboards +and increase your success rate.