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Sales & Marketing

Business Enabled

Sales and Marketing Products and solutions play a pivotal role in the growth of the Organization. Here the core modules are listed

  • Sales
    • Sales
    • CRM
    • Invoicing
    • Point of Sales
    • Subscriptions
    • Sign
    • Rental
  • Marketing
    • Marketing Automation
    • SMS Marketing
    • Bulk Email Marketing
    • Social Marketing

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Sales : Send polished quotations with eSignature and online payment.

 

Business Use Case

  • Create Quotation using Quotation builder or template with eSignature facility.
  • Manage Orders & Contracts by creating Sales Order from Quotation and invoice from sales order.
  • Maintain products and prices for product variants, types, configurator, shipping cost, pricelists with coupons.
  • Streamline Communication using on-boarding Email, Email Gateway, alerts etc.
  • Generate Sales analysis report to track KPIs.

Business Benefits

  • Ease of quotation generations, tracking and conversion
  • Improve customer experience – NPS score by min 3 to 5 points
  • Sell efficiently using Modern UI, reduced data entry, Mobile interface, Sales warning.
  • Meeting delivery time and receiving payment in time.

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CRM: Track leads, close opportunities and get accurate forecasts

Business Use Cases

  • Help Lead Nurturing, scoring, Identify GeoIP, Prioritizing, and following up.
  • Manage opportunities using pipeline, activities, call management.
  • Manage customers using the Address book, preferences, transaction details.
  • Create Efficient Communication using Email Template, Email Gateways, VoIP and alerts
  • Understanding customers beyond sales interactions

Business Benefits

  • Improve customer experience – NPS score by min 3 to 5 points
  • Increase lead conversion by15-20%
  • Grow non-voice contacts by 20-25%
  • Get forecasts accuracy > 90 %
  • Market roll out in 1-2 weeks
  • Helps to sell fast using Modern UI, reduced data entry, Mobile interface, Large view with form, chat
  • It helps to enhance customer collaboration.

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Invoicing: Manage contracts, create recurring invoices, bill timesheets, get paid faster.

Business Use Cases

  • Manage customer invoices, issue refunds, 3-way matching invoice.
  • Handle payment, import Bank Statement, Manage multi-currency, Batch processing, etc.
  • Full accounting Reports, Sales Reports, and Automated Tax reports
  • Integrations with Sales, Inventory, and Timesheets

Business Benefits

  • Turn Quotes into Invoices with minimal effort
  • Keep track of bank account movements and the status of invoices.
  • Provide Business Intelligence by Analyzing Sales data.
  • Readily available reports like tax reports, accounting reports, sales reports, etc

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Point of Sale: Set-up in minutes, sell in seconds

Business Use Cases

  • Create, Update product inventory and price
  • Promote special offers and sale notices using customer buying habits.
  • Allow checkout without features and facilities.
  • Register tax identifications for business customers and give them invoices instantly.
  • Demonstrate reliability in online and offline mode of operation.
  • Encourage customers to come back with loyalty programs.
  • Receive payment for various purpose & methods

Business Benefits

  • Increase sales through Royalty programs
  • Meeting the tax need of Business Customer
  • Maintain optimum inventory based on demand and supply
  • Minimizes dependency on a very reliable Network for a business transaction
  • Integration with all related modules can scale up without any major change or loss of time.
  • Payments are directly integrated into Odoo Accounting to make bookkeeping reliable and straightforward.

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Subscriptions: Recurring billing & subscriber management the easy way.

Business Use Cases

  • Automated contract management and creation of clear contracts
  • Customer invoicing, rating, payment, and many more custom features.
  • Customer self-service on contract acceptance, invoicing, payment, etc.
  • Analytics and forecasts – Customer Churn Analysis, Cohort analysis, KPI tracking
  • Sales team member’s impact on your MRR for New, Churned, Expansion, Down, and Net New MRR per Salesperson.

Business Benefits

  • Helps to create excellent long-lasting relations with customers
  • Helps to save time on routine tasks and focus on growing revenue
  • Helps to Project your future business
  • Customer Satisfaction improves by 10-15%

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Sign: Send, sign, and approve documents online.

Business Use Cases

  • Create a document with a dynamic signature location, self-signature with specific action required.
  • Create a public document for the multi-party signature of their record.
  • Share all signed documents with all parties through alerts and notifications
  • Create a valid legal document with a signature.
  • Create encrypted authentication with geo-location, date, time and SMS code

Business Benefits

  • Facilitate paperless working and increase ROI
  • Help documents signed up faster
  • Eliminate all risks related to authenticity
  • Helps to Close deals anywhere
  • Boost Productivity
  • Streamline entire workflow and increase efficiency in all levels and department of your Organization
    • Sales and Operations
    • Tax & accounting / administration
    • Human Resource and Staffing

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Rental: From Scheduling to Invoicing.

Business Use Cases

  • Define Products & Prices of various rental items
  • Issue Sales Orders
  • Follow Up on rental payment
  • Reporting
  • Integrations

Business Benefits

  • Rent More Efficiently
  • Products & Prices
  • Improvement in Sales Orders
  • A timely reminder with no error results in High customer satisfaction

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Marketing Automation: Put your business on autopilot.

Business Use Cases

  • Create automatic & targeted marketing campaigns
  • Craft sophisticated end-to-end customer journeys
  • Design engaging email campaigns in minutes
  • Trigger any action you need to streamline your workflow.
  • Enable an integrated approach to generating, nurturing, and converting leads into customers.

Business Benefits

  • Put your business on autopilot.
  • Lead Generation, Qualification, Lead nurturing and Conversion to Customer

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SMS Marketing: Your campaigns are delivered instantly in your contacts’ pockets

Business Use Cases

  • Import contacts from CSV or Excel sheet
  • Schedule your campaigns
  • Send SMSs directly from your contact list
  • The recipients of a contact list can unsubscribe from the list with a link included in the messages.
  • Carry out A/B Testing, and Campaign testing before going full fledge
  • Get insights on undelivered SMS, Link tracker, KPIs, Measure your revenues

Business Benefits

  • Your campaigns are delivered instantly in your contacts' pockets.
  • SMSs are faster than emails and have the best open rate.
  • Allows to measure revenue against each campaign

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Bulk Email Marketing: Email Marketing made easy

Business Use Cases

  • Create Email through drag and drop, WYSIWYG, Action buttons, Themes, Templates
  • Manage your campaigns – Import contacts, A/B Testing, Schedule, Opt-out
  • Improve delivery rate by making it fully responsive, track undelivered emails, set up multiple email servers
  • Get insights on undelivered Email, Link tracker, KPIs, Measure your revenues

Business Benefits

  • Design emails with just a few drag & drops.
  • Build awesome campaigns

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Social Marketing: Manage Social Media, Web Push Notifications, and Live Chat

Business Use Cases

  • Send & Schedule Posts
  • Send web push notifications to your website's subscribed visitors.
  • Add streams, like Facebook and Twitter, to your dashboard
  • Get an accurate list of your website's visitors, and reach them via Email, SMS, push notifications, or Live Chat requests.
  • Create fully integrated campaigns: emails, SMS, push notifications, and social posts.

Business Benefits

  • Manage social media, web push notifications, and live chat.
  • Track revenues and leads from a link
  • Engage in conversation with one or more of your website's visitors.
  • Plan, monitor, and analyze your accounts in one place
  • Turn visitors into leads and customers into happy users

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