FurnitureCraft faced challenges with no centralized system to track leads from different platforms, reach customers in a timely manner, and efficiently manage high order volumes. This led to missed sales opportunities. With Odoo CRM, FurnitureCraft can now generate leads, assign them to salespeople, provide personalized service, and convert opportunities into long-term customer relationships through integrated processes that address their historical obstacles.

1. CRM
"FurnitureCraft" started as a local furniture workshop, crafting handmade wooden furniture
pieces with a focus on quality craftsmanship and timeless designs. As they expanded over the
years Due to a lack of a centralized system, they faced many challenges
1) when they post their furniture piece on different platforms.Their No way to track leads from
different platforms
2) Due to no tracking the sales team is unable to reach customers on time
3)Another obstacle managing the influx of orders efficiently. With paper trails and
spreadsheets
Imagine a scenario where a potential customer was eagerly seeking information about a
particular dining set. They reached out through different channels, like website social marketing,
etc hoping for a prompt response. However, with no system to track these interactions, the
sales team struggled to provide the timely assistance that could have turned that lead into a
loyal customer.
Solution
Use Case:
So by using Odoo CRM, we can overcome all these obstacles

2. Slides
Lead Management and Conversion:
A potential customer, Sarah, discovers FurnitureCraft through a social media post showcasing
their unique wooden dining sets. Impressed by the craftsmanship, she decides to get more
information. She fills out a contact form on the company's website expressing her interest in the
dining set and requesting a price quote.
Lead Creation: The moment Sarah submits the contact form, the CRM system
automatically generates a new lead record. Her name, email, inquiry, and product
interest are all captured.
Lead Enrichment: The CRM pulls public information from Sarah's social media profiles,
enriching her lead profile with details such as her profession, location, and interests.
Lead Assignment: Based on the product category (dining sets), the CRM assigns the
lead to John, a salesperson experienced in furniture for dining spaces.
Engagement: John reaches out to Sarah, addressing her by name and discussing the
specific features of the dining set she's interested in. He shares additional images and
answers her questions promptly, demonstrating FurnitureCraft's commitment to
customer satisfaction.

3. Quotation: Using the CRM's quotation generation feature, John creates a personalized
quote for the dining set, including pricing, delivery options, and warranty details. The
quote is automatically linked to Sarah's lead record.
Follow-up: The CRM triggers an automated follow-up reminder for John to reach out to
Sarah a few days later. John checks in with her to see if she has any further questions
and to gauge her interest in making a purchase.
Conversion: Sarah decides to purchase the dining set. John updates the lead status in
the CRM to "Opportunity Won" and generates a sales order directly from the CRM
system.
Long-Term Relationship Management:
Customer History: All interactions, orders, and communications with Sarah are stored in
her CRM profile. This comprehensive record helps the sales team provide personalized
recommendations and suggestions in the future.
Upselling and Cross-selling: The CRM system alerts the sales team when new products,
such as complementary furniture pieces or limited-time promotions, align with Sarah's
preferences. This enables proactive upselling and cross-selling.
Through the implementation of the CRM system, FurnitureCraft successfully addresses its
historical challenges by streamlining lead management, enhancing customer interactions, and
creating a more efficient order fulfillment process. The company's commitment to quality
craftsmanship is now complemented by a tailored customer relationship approach, cementing
its reputation as a furniture brand that values both artistry and customer satisfaction.