documentation/sales/overview/main_concepts/introduction.rst
2015-12-07 10:28:18 +01:00

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Introduction to Odoo Sales
==========================
.. youtube:: VMuCr5_arsY
: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.