Sales Management

Odoo ERP for Sales Management

Achieve greater success in your company's sales efforts Sales ERP 

As a result, businesses around the world are working hard to improve their sales. 

Today's businesses are all implementing new sales methodologies in order to stay one step ahead of the competition. Sales operations in companies are increasingly being managed with the help of high-quality tools and operational software. Additionally, various models of sales terminology and various sales methodologies are used by organisations to put their company first in front of the customers.

Today, you have a wide variety of sales management software options to choose from, all of which provide excellent operational tools and management functions for your business. The Odoo ERP solution offers a dedicated sales management module that assists you in prioritising your sales activities and stands out as an exceptional management tool among the other available options. Any business can benefit from having such a tool, as it can increase sales efficiency and consistency while also simplifying the sales process.

Send digital quotations
  • Use templates
  • Send quotation online
  • Generate sales orders
Quotations that are detailed and well-written

Templates for quotations can be customised to meet your specific requirements and saved for future use. They are available as defaults and can be used directly or modified.

Advanced options allow you to do even more

Use the sales module's advanced settings to expand the scope of your business operations.

  • Define discounts and price lists
  • Warnings and alerts for sales
  • Proforma invoicing
  • Integrate delivery methods and shipping connectors
  • Down payment configuration
  • Product-specific emails
Why is Odoo the best for sales management?

Successful Sales Management

The Odoo sales module will assist you in effectively managing your business's sales operations.

  • Great user interface
  • Low data entry
  • Sell using mobile gadgets
Exceptional quotations

Direct sales quotations can be sent.

  • Quotations via emails
  • Build quotations
  • Use custom quotation templates
  • A dedicated quotations window
  • Online signature
Dashboard with multiple modes

Sales module windows can be viewed in multiple forms.

  • Kanban view
  • List view
  • Pivot view
  • Graph view
  • Calendar view
  • Activity view

Prioritize sales

Create sales orders based on the quotations sent in the instance.

  • Enhancing the effectiveness of product and service upsells
  • Instantly generate orders for goods and services
  • Directly create and send invoices

Simplify communications

A company's ability to communicate effectively, both internally and externally, is critical to its success.

  • Plan activities
  • Send email and alerts
  • Log notes and integrated messaging tool

Prioritize your products

Set up a system that will increase sales and attract new customers to your business.

  • Promotion programs
  • Personalised coupon programs
  • Applicable in retail POS sales and e-commerce

Advanced reporting

When it comes to analysing the company's sales operations, Odoo's sales management module has the same reporting capabilities as all other modules.

  • Dashboard, Pivot, as well as Graph views
  • Custom and default filtering options

Convergence with advanced modules of Odoo

The modular structure of the Odoo platform is one of its best features, as it provides you with dedicated modules for the company's business management operations.

CRM

Create sales orders in CRM directly from leads.

Website & E-commerce

In the sales management module, your product will be shown if you sell it online.

Point of Sale (POS)

With POS integration, the CRM module will be able to generate leads from retail operations.

Inventory

When it comes to sales, it's best to use a system with centralised inventory management.

Accounting

The financial aspects of sales are created and managed directly through the creation of invoices.

Why us?

It is well known that Odoo ERP is a customizable platform that can be defined and developed to meet your operational requirements. Depending on your needs, you can customise the sales operations of your company, and the module will work accordingly. Based on your needs, we can create a platform tailored to your specific business.

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