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Odoo Sales Management Training


Welcome to the Odoo ERP – Sales Management Training course. This comprehensive course is designed to give you 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 efficiently tracking and managing sales activities.

Integrated Communication: The platform provides integrated communication tools that help maintain 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 sales performance analysis and promptly making informed decisions.


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 are 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.




Flexible Class Options

Week End Classes For Professionals  SAT | SUN

Corporate Group Training Available

Online Classes – Live Virtual Class (L.V.C), Online Training

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