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Hi, I am exploring Odoo for my business and I was going through the sales modules but failed to figure out a way to efficiently operate my field sales team.

I am not looking for any advanced features but here they are - 

  • Visit Planner
  • Planned vs Executed vs Successful Report
  • Route Planning
  • Geo Tracking (proof of visit)

I understand that for planning visits I could use the Appointments or Calander App within Odoo but I don't see a complete and robust solution within Odoo (given the amount I have explored Odoo).

For more understanding, I am writing the whole flow of how my In-House Sales Team works in conjunction with the On-Field Sales Team.

Flow:

  1. Leads come in from various sources
  2. The In-House Team calls the lead for prospecting
  3. If the lead is worthy enough and is reachable it is passed on to the Field Sales Team
  4. Field Sales Team will plan visits for leads that are near each other
  5. Visit the lead

The opportunity is tracked through standard stages in CRM.


Please let me know if you need to know more about my business needs regarding Field Sales Management.

I hope I find a way which makes this flow possible in Odoo. 


Thank You.

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Hi Manav,

Have you tried the field service module by Odoo?

Thanks


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Hi,


You can use the Field Service module in Odoo for your requirement.

Refer to the following to know more about the field service module.


https://www.cybrosys.com/odoo/odoo-books/v17/field-service/

https://www.youtube.com/watch?v=QQ9mbbhsbLg


Hope it helps

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here is the solution for Van Sale Management System Odoo Third Party App VanGo Van Sales

https://apps.odoo.com/apps/modules/18.0/sc_base_vango



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Did you find a solution?

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