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