The Business Challenge

• The business handles regular sales quotations, Technical and Engineering Support for customer contracts, and payments. However, all of these were managed separately across multiple tools, leading to complexity in daily operations.

• Multiple Quotation formats with multicurrency. Customer Contact information management was error-prone and time consuming. With spreadsheets information retrieval was not consistent.

• Complexity of forming relationship between Sales contracts, Maintenance contracts and Machine and parts information.

• Tracking and planning of activity for Sales team and support teams was challenging.

The Solution

We implemented Odoo ERP, tailoring it to directly solve the customer’s challenges:

• Sales & Quotations: Quotations are now created and managed in Odoo. This eliminated the need for manual updates in spreadsheets, ensuring that sales teams always work with the latest and most accurate data.

• CRM: Provided visibility into the sales pipeline and streamlined follow-ups.

• Contacts: Standardized codification and better organization of customer data.

• Field Services: Expense tracking integrated into the system, eliminating manual work.

• Timesheets: Helps track hours or visits made by support team

• Automation: The automation for Field services task planning and scheduling

The Outcome

The transformation has been significant:

• Centralized Data: All information is now managed within Odoo—no more juggling spreadsheets. The Sales meetings and collaboration has seen a significant improvement.

• Time Savings: Manual alignment of data is no longer required.

• Accuracy: Quotations, expenses, and payments are more reliable and consistent.

• Efficiency: Teams collaborate better and respond to customers faster.

• Scalability: The platform can now support future business needs with ease.