Context
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Key figures: 20+ employees, 20M+ USD yearly turnover in the world.
- Before: company was using Excel for managing their sales, purchases and projects (crm), as well as a quickbook for Accounting.
Main Challenge
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Per Project Business Flow:
- Each inquiry starts in the CRM which is seen as a project.
- All sales/invoice/purchases/bills should be attached to this project for follow-up.
- High-end customer expect a perfect experience, each document sent outside of the company must carry a great sense of identity/design.
- Custom costing processes and tailored made products required a custom quotation/product creation pipeline
Solution
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ntegration of Odoo Enterprise to manage: CRM, Sales, Invoicing, Purchases, Bills, Multi-company, Accounting, HR.
- Each PDF document was carefully crafted with custom text/fonts/layouts in different languages to provide the best identity for the company.
- The custom quotation pipeline replicated the previous method done on Excel, but directly in Odoo in order to avoid changes for the team.
Result
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The company has been using Odoo as its main tool for all inbound business since the go-live.
- They rely only on the ERP to manage their data and daily operations.
- The CRM workflow has become the go-to place for employees to discuss and follow up projects, as they can navigate to all related documents from there.