Tools & Best Practices for New Odoo Partners
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Odoo Experience 2020 https://youtu.be/waLZ6zsuFCE
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Tools & Best Practices for New Odoo Partners
- 2. “Vacilar es Perdernos.” - Simon Bolivar
- 3. Values ● Honesty ● Persistency ● Integrity ● Growth Mindset
- 4. Focus and Organization ● Know you market ● Be proficient in sales ● Short term strategy - long term focus
- 5. Training ● Complete the online training ● Practice with use case scenarios ● Pass the certification
- 6. Pricing ● Fixed Price ● Time and material
- 7. Selling ● Move fast. You need business ● Objectives: learning, experience, referral ● Set clear expectations
- 8. Calls/DaySébastien Riss - Captivea
- 9. Implementation ● Invest in a Success Pack ● Communication is key
- 10. Thank You
Editor's Notes
- Short intro I am a manager for the channel team in Odoo. I work with partners all across the Americas. I oversee 17 partners and I manage a team of 6 people with a portafolio of 25 to 30 partners each. During my time at Odoo, I’ve seen many partners succeed and many other not. In this talk I’ll share with you the principles that some of the most successful partners used when they started their partnership with Odoo You have made the investment - you have put the first rock to build your partnership You have made the commitment “To hesitate, to change your path, is to lose ourselves”
- During my talk I’ll be presenting practical actions to take as well intangible insights from our most successful partners Let’s start by the intangible and often more influential in the success of companies Our most successful partners share this values. Honesty: Be honest with your employees, be honest with your clients. When I asked Febien how he was able to keep his first employees despite not having money to pay them. “He said, I was always honest with them”. Be honest with your client, have them understand not only your strengths, but also your weaknesses Persistency: Integrity: Have a commitment to deliver what was promised. No excuses. GFP: One our biggest partners in USA told us in an interview “We know what it takes to go live, and we’ll push until we get there” Growth Mindset: Be able to listen, get feedback and have the courage to change. Many partner’s background is not sales or business, but software engineering. Have the courage to learn what
- Know your market -> culture matters Be proficient in sales. If you are not a salesperson and don’t want to learn. Hire someone that is Have a short term strategy and a long term focus Know what market you are going to tackle, how you are going to get clients (call calling, outbound, inbound) But know that ERP is a long term commitment.
- We’ve talked a lot about training during this event. It’s a must that you dedicate serius, uninterrupted, organized time to train. It has to be a priority. There is no such thing as I’ll try to finds some time to train. At the beginning, it has to be a priority.
- There are mainly two ways to charge for an implementation Fix Price: It’s easier to get business. And at the beginning you need business. It could remove flexibility from the project Time and material: Billable hours
- You have your base pillars Values, focus and plan, you are train (so you know what you're talking about), you know how you are pricing your product -> All of that shouldn’t take you more than 1 month. It’s time to SALE! Move as fast a possible to get that first customers. At the beginning you need business. 200 calls per day if needed. The goal of your first sales are to get the learning, the experience and have this client as a refferral. Make sure to have all your team involved. If it takes you more than what you quoted. It’s an investment you have to make in order to learn Be ready to sacrifice profit for learning. Be honest. Tell the customer you are starting. Ask them to go on this journey with you. They’ll do that trade off if they see value on it. Set clear expectations: “We might take a bit longer to answer as we have to also find out the answer”. Tell the pros and cons of Odoo
- You can do it with Odoo.sh commission Constant communication with the client