Using sales management software offers wide-ranging organizational benefits for your company, and can help it to achieve its competitive and profit goals. The best sales management software aids in business budgeting and planning to improve a small business’ overall success. Read on to learn the many advantages of effectively using sales management software.
Businesses can cut expenses, save time spent in manual work, and reduce risks. They can focus more effectively on their core competencies and overall management and spend less time on time-consuming manual tasks.
The Odoo Sales module, will allow your company to stay competitive by streamlining your sales and marketing activities. The sales tool can help you to stay in contact with your customers, customize your sales pipeline, monitor sales targets, and track leads, lost and won, through built in analytic and reporting functions.
Easy management of your sales pipeline
Don't waste time looking through disparate systems and databases for customers information and your sales progress, communication records, or previous orders; they are all conveniently accessible. Set-up your sales stages to track all new, won and/or lost opportunities and access all information in seconds with few clicks.
Create professional quotations.
Create quotations in a matter of seconds and send to your customers in PDF format by email. This module enables you to track quotations and convert them to sales orders in one click, reducing administration so your team can spend the extra time focusing on selling.
Fully integrated invoicing.
Whether you invoice based on time and materials, on delivery orders or fixed price; Odoo can support it. The module even enables you to produce repeat invoices automatically.
Quick access to customer information.
Don't lose time looking for customers, products or contracts related information, they are all conveniently accessible when creating quotations. Get access to all due invoices, sales, meeting and the history of previous offers for your client, etc.
Track your communications.
The messaging feature enables you to communicate faster and more efficiently with your customers. This takes place directly on a quotation or sale order, invoice and/or from the customer details form. What's more, other members of the sales team can see the communication log, therefore keeping everyone up to date on progress.
Analytics and reporting.
The sales application allows you access real-time reports that anyone can create and share. Get real time statistics on the performance of individual sales or teams and motivate your employees with challenges, rewards and leader board.
A good sales management software provides up-to-date information on the latest sales performances that can help your sales managers to make important decisions on new deals.