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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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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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Hi Manav,

Have you tried the field service module by Odoo?

Thanks


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Did you find a solution?

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