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Odoo Sales Management Training

Welcome to the Odoo ERP – Sales Management Training course. This comprehensive course is designed to provide you with an in-depth understanding of the Sales Management module within the Odoo ERP system. Odoo ERP is an integrated business management platform that helps streamline various business processes, including sales, CRM, inventory, and more.

KeyLearnings:

• Streamlined Workflow: Odoo’s sales management module offers a streamlined workflow for tracking and managing sales activities efficiently.
• Integrated Communication: The platform provides integrated communication tools that help in maintaining a cohesive communication flow between the sales team and customers.
• Real-Time Reporting: Odoo’s sales management module offers real-time reporting capabilities, allowing for quick analysis of sales performance and making informed decisions promptly.

Course Content:

 Module1:Introduction to Odoo ERP Sales Management

• Importance of Sales Management in ERP
• Introduction to Odoo ERP
• Navigating the Odoo Interface

Module2. Setting Up the Sales Module

• Installation of Sales Module
• Configuration Settings
• Customer Database Management

Module3. Customer and Product Management

• Creating and Managing Customer Records
• Product and Product Variant Setup
• Managing Price Lists and Discount Policies

Module4. Quotation and Order Management

• Creating Quotations
• Converting Quotations to Sales Orders
• Managing Sales Orders and Order Status Tracking

Module5. Sales Workflow Automation

• Automating Order Confirmations and Invoicing
• Streamlining Delivery Processes
• Setting Up Automated Actions and Rules

Module6. Pricing and Discount Management

• Configuring Price Lists
• Managing Discounts and Promotions
• Applying Pricing Rules and Conditions

Module7. Integration with Other Modules

• Integrating Sales with CRM, Inventory, and Accounting
• Automated Stock Reservations
• Managing Invoicing and Payment Processes

Module8. Reporting and Analytics

• Generating Sales Reports and Dashboards
• Customizing Reports
• KPI Tracking and Performance Metrics
• Analyzing Sales Data for Decision Making

Module9. Customer Service and After-Sales Support

• Managing Customer Service Requests
• Tracking Warranty Claims and Product Returns
• Measuring Customer Satisfaction and Feedback

Who’s this course for?

• Sales Managers responsible for overseeing sales operations and ensuring effective sales strategies.
• Sales Professionals involved in lead generation, opportunity management, and closing deals.
• Customer Service Managers and Representatives aiming to improve customer satisfaction through better interaction tracking and follow-ups.