The document provides a guide on managing a service company using Odoo, focusing on essential apps including CRM, sales, billing, and project management. It outlines the needs of a startup, like managing sales performance and invoicing for a SaaS application targeting doctors. The document concludes with a quickstart demo for implementing these features effectively.

1. How to manage a service
company with odoo
Sébastien Versailles, Functional consultant
odoo Quickstart Team

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. 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. 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. 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. 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. Let's Quickstart him !
Demo time

8. Are you like Quentin ?
Do you think odoo can
help you grow your business ?

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. 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. ● 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