Sales & Marketing With Odoo ERP Apps: Things To Know

The way people work and different procedures are coordinated determine a business’s success. Odoo helps in marketing automation that enables a business to unify all the internal & external marketing efforts. Odoo ERP makes it easy to create a budget and plan all of your activities automatically. Odoo for small businesses can also handle the workflow, which includes submitting requests and generating quotes. The way Odoo assists in the preparation of a marketing calendar makes it even more potent.

There are multiple Odoo apps that also help in sales-related activities. It can be a challenging affair for the clients to venture into a foreign environment. Using Odoo CRM software, users can learn all of the essentials quickly and simply- how to arrange the sales staff, managing inventories, etc. With highly functional Odoo apps, it is possible to define targets, KPIs, and arrange the sales flow, among other things.

Let’s have a look at a few of those applications.

Odoo Sales Forecasting Application

With the best machine learning algorithms, it is now possible to analyze the historical data of a business. With the Sales Forecast application, you can easily plan the trajectory of the upcoming sales based on the collected data. It aids in managing the business processes regularly and foresees the availability of your products vis-a-vis demand scenario and helps to trim needless expenditure.

In the absence of a sales forecasting system, a business operates without any focus and it results in resource wastage. With the Sales Forecast app, it is possible to predict sales with seasonal factors(such as summer, winter, festivals, etc). The production manager can use the insights to set a target for the employees and everything will fall in place.

Using the Hyper Parameter Tuner, one can also find the best forecasting coefficients with the Grid Search algorithm.

Sales Dashboard Ninja

The user has a smooth display of sales reports along with the sales that need invoicing with a pre-configured Sales Dashboard Ninja. The user can also access the best performers of the inventory and the sales team.

Warehouse Report

With Warehouse Report, users can generate Odoo inventory management reports quickly with zero technical knowledge or assistance from anyone. The app can provide your business with the flexibility and on-demand essential information that are required to make critical changes. The application has a sorted and simplified interface where reports and data can be accessed with a few clicks.

Low Stock Alert

Using Low Stock Alert, inventory management becomes a cakewalk.

When a particular product goes below a predefined minimum quantity, the products get flagged in red(in the Kanban view and List view. If a product does not have a pre-defined reordering rule, it gets highlighted in blue. Thus, low stock won’t bother you anymore!

Return Merchandise Authorization

Using this application, it is possible to develop pre-defined refund scenarios to aid backend users and customers alike. The user can approve/reject returned merchandise requests on the go. For each RMA request that is generated, an RMA number is assigned to it for future references. In addition to that, a number of Odoo RMA stages can be developed to track the customer’s request. The inventory also gets adjusted automatically while RMA manages the product returns.

Wrapping Up

Odoo is one of the finest platforms to augment sales & marketing efforts with its varied range of applications(often called modules). There are plenty of other applications apart from the ones that have been discussed above. Based on the business requirements, they can be integrated to benefit a range of businesses immensely. To learn more about these applications, contact the best Odoo experts from Ksolves now! Having developed the best Odoo applications(which includes Dashboard Ninja, the top Odoo app) and themes, our experts have a deep understanding of the platform that you can leverage.

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