In this second phase of the Odoo CRM project, the team has focused on implementing key tasks to improve contact management, sales tracking, and the invoicing process. These developments are aimed at optimizing operational efficiency and providing a solid foundation for the next phase. Below we present the main objectives achieved, the obstacles faced, and how we have overcome them.
Main Objectives of the Second Phase
Customer and Supplier Registration
Centralizing data on potential customers and suppliers has been one of our priorities. Entering detailed information on each contact, such as name, position and company, allows us quick access and facilitates customer segmentation in the future.
Opportunity Tracking
We use the Odoo dashboard to categorize each sales opportunity by status (“first contact,” “qualified,” “quoted,” and “won”). This visual system gives us a clear perspective on the pipeline and allows us to estimate potential revenue. Including a screenshot of the dashboard in the final report provides transparency into the team’s progress.
Schedule Meetings and Calls
Scheduling meetings and calls in the CRM ensures continuous follow-up of clients and opportunities. This ensures organized and fluid communication with each client, optimizing response time and attention.
Issuance of Budgets and Invoices
We have configured the invoicing module following the Odoo manual, including a start-up capital to start the activity. We have issued some quotes and invoices for interested clients, ensuring that the presentation of these documents is professional and in accordance with the company's standards.
New Product Inventory Management
Recently purchased products were entered into inventory as non-visible items for sale, intended for warehouse use only. This allows for more organized stock control and ensures that these products are properly managed.
Setting User Permissions
We set up permissions for each user in Odoo, ensuring that they have access only to their corresponding areas according to their role. This measure not only protects information, but also optimizes workflow by limiting visibility to the modules required by each team member.
Obstacles and Solutions
During this phase, we faced challenges such as initial data integration into the CRM and setting up the billing module. The learning curve was an initial hurdle, but the Odoo manual and online support helped us to overcome these difficulties. Contact segmentation also presented doubts, which we overcame by using Odoo filters and labels to categorize customers and suppliers according to our needs.