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How to manage a service company with Odoo

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Sébastien Versailles shows how Service Companies can get started with a direct and efficient Odoo deployment: CRM, Sales, Billing, Project

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How to manage a service company with Odoo

  1. 1. How to manage a service company with odoo Sébastien Versailles, Functional consultant odoo Quickstart Team
  2. 2. How to manage a service company Intro CRM Sales Billing Project ● Quentin just started his business ● He provides a SaaS application for doctors ● He works with – One developer – One salesperson for cold-calling
  3. 3. How to manage a service company Intro CRM Sales Billing Project ● He needs a CRM app – To monitor his sales performance – To help him prioritize his sales activities – To schedule and log his calls and meetings – To manage his sales funnel
  4. 4. How to manage a service company Intro CRM Sales Billing Project ● He needs a Sales app – To easily make nice-looking quotations for his prospects – To follow-up on the sent offers – Integrated with the CRM app, it could fill the contact details automatically in the quotation
  5. 5. How to manage a service company Intro CRM Sales Billing Project ● He needs a Billing app – To easily make nice-looking invoices for his customers – To easily manage recurring invoices, given his SaaS subscription-based business model ● He wants to never ever forget to issue an invoice ! – Integrated with the CRM & Sales apps, it could automatically fill the invoice ● With the CRM contact details ● With the quotation details
  6. 6. How to manage a service company Intro CRM Sales Billing Project ● He needs a Project Management app – To keep track of the development progress – To communicate efficiently with the developer ( backlogs, specs, QA, .. ) – To manage support tickets – To keep track of the time spent on the tasks and support tickets ● Integrated with the Billing app, he could monitor the profitability of each customer contract.
  7. 7. Let's Quickstart him ! Demo time
  8. 8. Are you like Quentin ? Do you think odoo can help you grow your business ?
  9. 9. Odoo sales@odoo.com +32 (0) 2 290 34 90 www.odoo.com Thank You ! Any question ? R&D and services office Chaussée de Namur 40 B-1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B-1160 Brussels
  10. 10. Script ● Start from an empty database – Install CRM, Sales, Contracts, Projects – Fill some company details ● Project – Open a development project – Create tasks, install etherpad, spend time – Go through the stages ● CRM – Configure stages : To call, Meeting, Send a quote, Quote sent, Testing, Won, Lost – Import CSV with fake contact details in the leads – Go through the stages with a few of those leads ● Sales – Create a product with a nice « Sales description » – From an opp in « Quote sent » ( partner=my gmail address) , create a quotation – Send the quotation by mail – Receive the mail, show the attachment – Answer that I accept the quotation – Create a contract before confirming the quotation – Confirm the quotation
  11. 11. ● Billing Script – Create the invoice and print it – Explain that contracts allow to monitor profitability – Show recurring invoices ● Project – Install issues – Create a support project – Spend time on the issue, linked with your contract – Show that the profitability of your contract has decreased

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