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
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.
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.
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
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.
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%
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
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
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
Learn more ...
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
Learn more ...
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
Learn more ...
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