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How to manage a service company with odoo Sébastien Versailles, Functional consultant odoo Quickstart Team
How to manage a service company with odoo
Sébastien Versailles, Functional consultant
odoo Quickstart Team
How to manage a service company
ProjectBillingSalesCRMIntro
● Quentin just started his business
● He provides a SaaS application for doctors
● He works with– One developer
– One salesperson for cold-calling
ProjectBillingSalesCRM Intro
● 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
How to manage a service company
ProjectBillingSalesCRMIntro
● 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
How to manage a service company
ProjectBillingSalesCRMIntro
How to manage a service company
● 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
ProjectBillingSalesCRMIntro
How to manage a service company
● 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.
Let's Quickstart him !Demo time
Are you like Quentin ?
Do you think odoo can
help you grow your business ?
Odoo [email protected]+32 (0) 2 290 34 90www.odoo.com
R&D and services officeChaussée de Namur 40B-1367 Grand Rosière
Sales officeAvenue Van Nieuwenhuyse 5B-1160 Brussels
Thank You !Any question ?
● 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
Script
● Billing– 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
Script
