64 lines
2.2 KiB
ReStructuredText
64 lines
2.2 KiB
ReStructuredText
==========================
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Introduction to Odoo Sales
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==========================
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.. youtube:: VMuCr5_arsY
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:align: right
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:width: 700
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:height: 394
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Transcript
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==========
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As a sales manager, closing opportunities with Odoo Sales is
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really simple.
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I selected a predefined quotation for a new product line offer.
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The products, the service details are already in the quotation.
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Of course, I can adapt the offer to fit my clients needs.
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The interface is really smooth. I can add references, some
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catchy phrases such as closing triggers (*here, you save $500
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if you sign the quote within 15 days*). I have a beautiful and
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modern design. This will help me close my opportunities more
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easily.
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Plus, reviewing the offer from a mobile phone is easy.
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Really easy. The customer got a clear quotation with a
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table of content. We can communicate easily. I identified an
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upselling opportunity. So, I adapt the offer by adding more
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products. When the offer is ready, the customer just need to sign
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it online in just a few clicks.
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Odoo Sales is integrated with major shipping services: UPS, Fedex,
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USPS and more. The signed offer creates a delivery order automatically.
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That's it, I sucesfully sold my products in just a few clicks.
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Oh, I also have the transaction and communication history
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at my fingertips. It's easy for every stakeholder to know
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clearly the past interaction. And any information related
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to the transaction.
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- If you want to show information, I would do it from a customer
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form, something like:
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- Kanban of customers, click on one customer
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- Click on opportunities, click on quotation
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- Come back to customers (breadcrum)
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- Click on customer statement letter
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Anytime, I can get an in-depth report of my sales activity.
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Revenue by salespeople or department. Revenue by category of
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product, drill-down to specific products, by quarter or month,...
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I like this report: I can add it to my dashboard in just a click.
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Odoo Sales is a powerful, yet easy-to-use app. At first, I used
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the sales planner. Thanks to it, I got tips and tricks to boost
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my sales performance.
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Try Odoo Sales now and get beautiful quotations, amazing dashboards
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and increase your success rate.
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