Workshop - Odoo CRM/Sales

from 120.00 € 120.0 EUR 120.00 €

120.00 €

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    Our workshop CRM/Sales for your start into sales with Odoo

    With our workshop Odoo CRM/Sales we will show you and your users the setup and functionalities of the CRM and Sales modules to map your sales processes in Odoo.

    The goal of our Odoo CRM/Sales workshop is to create a common understanding of the modules in Odoo through targeted user training. This enables you and your users to map your customer management and your individual sales processes in Odoo in a structured way.

    In the CRM module, we focus on the management of your leads, customers and sales opportunities. In the Sales module we focus on the configuration of products, the management of quotations and orders as well as the creation of customer invoices.

    You can expect the following contents in our workshop:

    Features of the modules

    • Customer management
    • Leads
    • Sales opportunities
    • Products
    • Quotations/orders
    • Customer invoices

    General configuration

    • Customer management
    • Product catalog
    • Price calculation
    • Quotations/orders
    • Accounting rules

    Access rights management

    • Explanation of the access rights

    CRM

    • Creation of leads
    • Management of customers
    • Management of sales opportunities
    • Conversion of sales opportunities into quotations
    • Customer communications
    • Reporting

    Sales

    • Configuration of the products
    • Management of quotations/orders
    • Processing of product movements
    • Creation of customer invoices
    • Customer communications
    • Reporting

    Integration into other modules

    • Contacts
    • Accounting
    • Inventory
    • Point of Sale (PoS)
    • Website

    We conduct the Odoo CRM/Sales workshop together with the relevant users of your company in your Odoo system or a demo system, either on your premises, in our office or remotely as a web session.