How to manage your sales funnel with Odoo
16. Use the online quote for the quick sign
3. Introduction :
7. Use Case
9. Sales process
10. Define an email alias to create leads
11. Leads generated from the website
12. Leads in odoo
13. Manual quotation
15. Use the online quote to promote your products
1. Managing your sales funnel in Odoo Najlaa El Khayat, Functional consultant Odoo
18. CUSTOMER REFERENCES USED BY 2.000.000 USERS WORLDWIDE
14. Suggest products to your client ● Add suggested products in your quotation if you use the online quote
8. " " My company is selling wines and want to send quotations to my customers avoiding a waste of time switching between my old sheets. I decided to use Odoo from promotion and negotiation till the invoice phase. Use case
4. Sales funnel Sales, real ctomr Visibility, lead acquisition Promotion, Prospect Qualification, Call Negotiation, sale
2. SUMMARY Introduction 1 Use case 2 Sales process 3 Demonstration 4 Questions 5
20. Odoo firstname.lastname@example.org +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B-1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B-1160 Brussels Thank You
6. Advantages of Odoo’s sales app 1 Fully integrated with ecommerce, messaging ... 2 3 4 5 Intuitive apps A lot of plugin modules to extend basic features (survey, contracts, portal ...) Invoicing in one click Easy to configure
5. Sales funnel managed in Odoo Lead, Opportunity Quotation, Sale order Invoe Events Mailings Marketing Website Ecommerce Sales, real customr Promotion, Prospect Qualification, Call Negociation, Sale Visibility, lead acquisition
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