101 lines
3.6 KiB
Markdown
101 lines
3.6 KiB
Markdown
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Sales Management Made Easy
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From quotes to invoices, in just a few clicks with the Odoo <a href="https://www.odoo.com/page/crm">Sales Management</a>.
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Drive your sales operations from quotes to invoices with all the information
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you need, easily accessible. Keep track of long term contracts, automate
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invoicing and notify sales when they have things to do.
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Create Professional Quotations
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Create quotations in a matter of seconds. Send quotes by email or get a
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professional PDF. Track quotations, and convert them to sales order in one
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click.
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Spend the extra time focusing on selling, not recording data.
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Fully Integrated
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The information your need, where you need it.
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Don't lose time looking for customers, products or contracts related
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information; they are all conveniently accessible when creating quotations.
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Get access to stock availabilities in the different warehouses, to customer's
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specific prices, to the history of preceeding offers for this prospect, etc.
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Your Address Book
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So many features, so easy to use.
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Load customer data from LinkedIn, assign tags to your prospects, manage
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relationships between contacts and store all customer's preferences including
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pricing, billing conditions, addresses, payment terms, etc.
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Navigate through all the documents related to a customer with the powerfull
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breadcrumb: quotations, invoices, emails, meetings.
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Fully Integrated Invoicing
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Whether you invoice based on time and materials, on delivery orders or fixed
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price; Odoo supports all possible methods.
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Get recurring invoices produced automatically, create advances in just a few
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clicks, re-invoices expenses easily, etc.
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Keep track of your contracts
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Get rid of wasted paper and record all your contracts in the application.
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Invoices are generated automatically based on your contract conditions. Your
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account managers get alerts before contracts have to be renewed.
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Communicate Efficiently With Customers
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The chatter feature enables you to communicate faster and more efficiently with
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your customer. This takes place directly on a quotation or sale order from
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within Odoo or via email.
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Get all the negotiations and discussions attached to the right document and
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relevent managers notified on specific events.
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Fully Extensible
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By default, sales order are very simple, limited to a small number of features.
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Don't be confused by features you don't need.
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But you can activate options to fit your specific need: multi-warehouses, multi
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unit of measures, manage customer specific prices with pricelists, control
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margins on quotations, use different addresses for shipping and billing, etc.
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Built-in Customer Relationship Management
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Activate the CRM application to manage your funnel of opportunities, attract
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leads, log calls, schedule meetings and launch marketing campaigns.
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Opportunities can be converted into quotations in just one click.
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Drive Engagement with Gamification
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Align sales teams on clear targets. Define clear commission plans. Get real
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time statistics on the performance of individual sales or teams. Motivate your
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teams with challenges, rewards and leaderboards.
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Have Clear Pricing Strategies
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Use pricelists to record special conditions for a specific customer or to
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define prices for a segment of customers. Define promotions and have them
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applied automatically for all your sales teams.
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