Implementing An Odoo CRM

Customer Profile: A thriving medium-sized manufacturer specializing in engineering goods.

Problem: The customer had long relied on a cumbersome Excel-based lead management system. With the company's continued growth and a substantial increase in the sales team, managing leads had become a complex task. Furthermore, many sales representatives were constantly on the move, resulting in gaps in pipeline information and rendering the Excel-based approach impractical.

Solution: Our team stepped in to revamp their lead management process by implementing Odoo CRM, a robust customer relationship management system. We meticulously configured the software to cater to the unique needs of each salesperson, ensuring a seamless experience. Additionally, we realigned territories and facilitated effective data segmentation to enhance the organization's overall sales management.

Benefit: The implementation of Odoo CRM provided the customer with a significant advantage. Salespersons can now access real-time, intelligent dashboards regardless of their location.