Sales Management Software: How Odoo ERP Sales App Simplifies Sales Workflow
Discover how Odoo Sales App simplifies the sales workflow
14 March, 2023 by
Chuah Chun Yan

Odoo Sales Management: How Odoo Sales Simplifies Sales Workflow

Sales management is the backbone of any successful business in all industries. But it can be difficult to keep up with all the moving parts manually.

Manually entering data and tracking customer orders, stock availability, invoices, and sales reports can take a lot of time and is prone to errors. All these leave lesser time for sales teams to focus on what they do best - selling.

But what if you could make things easier? By investing in an automated sales management solution such as Odoo, you can simplify the entire sales process from customer order placement to its delivery. This frees up your sales team’s time and focuses on closing more deals.

4 Ways of Simplifying Sales Workflow with Odoo Sales

Sales order management is a complex process that requires much more than just taking an order and shipping it.

In today’s business world, businesses such as wholesale distribution and retail are expected to have a robust sales order management system, and the ability to segment customers and perform sales analysis.

But don’t worry, Odoo Sales Management Solution has got you covered. It offers a simple, yet effective solution to simplify sales order process management and boost overall business productivity.

In this blog, we will be exploring 4 ways that Odoo sales order management can simplify sales workflow, including:

  1. Automate Sales Order Process

  2. Gain Real-time Sales Data

  3. Optimize Complex Pricing Management

  4. Provide Online Support

Odoo Malaysia sales quotation templates

The image is showing example of sales quotation template

Automate sales order process

Think about the time and effort you spend creating quotations, converting sales orders, generating invoices for customers, and posting them to financial accounting.

With Odoo sales management solutions, these processes are automated and completed in an instant, occupying salespeople with more value-adding tasks instead of manual data entry. Automation is also incredibly accurate, so you don’t have to worry about errors.

The quotation templates will auto-populate customer order details (product, quantity, address, and delivery date) and other steps that are just a few clicks away. All these cut a lot of time in the order fulfillment cycle, enabling businesses to handle more customer orders each day.

Without an automated system, you and your team have to do all these manually, taking extra care and effort to ensure accuracy.

Let’s embrace the automation that's been designed to simplify sales workflow (and maybe the purchase order process as well?).

Odoo Malaysia sales product availability report

The image is showing product availability data

Gain real-time sales data

Having disparate software and spreadsheets to manage your sales data can make it difficult to see what is exactly happening in each stage of the order cycle.

Well, with the fully integrated solution of Odoo, all business functions are connected in one platform, giving a single source of truth.

A single source of truth gives real-time visibility to keep your customers and teams in the loop of customer order status and product availability. That way you can provide top-notch customer service by letting your customers know exactly when they can expect their orders to be fulfilled.

Not only that, custom sales reports in Odoo give you valuable insights such as which products are selling the most and which ones are lagging behind at a given period, allowing you to develop realistic sales forecasts.

By having all this real-time sales data, you can take out the guesswork and make data-driven decisions about your sales strategy accurately.

Odoo Malaysia sales pricelistThe image is showing the pricelist in Odoo's sales app

Optimize complex pricing management

Managing complex pricing and discount option manually can be a real mess where errors can creep in and take time. But don’t worry! With Odoo’s Sales Management Solutions, all discounted prices are calculated automatically, giving you more confidence to invoice your customers accurately.

The flexible, advanced pricing structure allows you to customize pricing strategies and offer multilayer discounts. It gives the power of using a combination of discount-based components, offering each customer segment a unique deal at a certain time frame.

Also, the price list in Odoo keeps your sales team informed about the latest pricing structures to make better sales negotiations.

With all these features, you can win more business by giving competitive pricing to a wide range of customers. But without proper pricing management software, you might end up with incorrect pricing decisions, leading your business to financial losses.

Odoo Malaysia sales customer portal

Provide online support

Without customer portals, you might take too long to respond to your customer. And, they will turn to competitors next time for a faster support experience.

In Odoo sales management solutions, you can create a customer portal that is available 24/7 to provide quick and accessible customer support. Your customers can instantly access the information they need such as order history, product details, invoices, or shipping status, and make online payments without having to contact your sales team.

This not only improves customer experience and satisfaction but also reduces the workload to reply to customer inquiries manually. The sales teams can focus more of their valuable time on strategic tasks such as following up with customers, finding more opportunities, and closing deals.

By having a customer portal, you can nurture strong customer relationships and cut down mundane administrative tasks at the same time.

With Odoo sales management solutions and its integrated features, sales workflow management becomes hassle-free. It streamlines overall sales workflows, simplifies pricing management, and provides accurate sales forecasting. Automation lets your teams get more done in less time which speeds up the overall quote-to-cash cycle.