Odoo Experience 2018 - Organize Your Operations in a Startup Environment
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The document discusses how startups can effectively organize operations using Odoo software, addressing common constraints such as time, money, and limited resources. It highlights essential needs including flexibility, cash generation, and customer relationship management. Odoo is presented as a quick and flexible solution that centralizes information and aids in revenue recovery.
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Odoo Experience 2018 - Organize Your Operations in a Startup Environment
- 1. Organize your operations in a startup environment Maxime Verheggen• Functional consultant EXPERIENCE 2018
- 2. Context1 Startup constraints Practical needs How to start quickly with Odoo? Conclusion 2 3 4 5
- 3. Context1
- 4. Context ● Get more customers ● Adapt fast ● Look for quick revenue ● Always in the rush ● Need of IT tools
- 6. Constraints Reasons Time Really busy so cannot afford wasting time Focus Handle several things at the same time Money Don’t have much money to spend Maturity Can review their process several times Resource Don’t have many people Constraints
- 8. ● Flexible process ● Make cash ● Save time ● Business overview analysis ● Customer relationship management Practical Needs
- 9. How to start quickly with Odoo?4
- 11. CRM Sales Invoicing Support ● Organize your sale teams and your process ● Generate leads ● Automate part of your crm ● Plan your activities ● Catch figures through the reporting dashboard
- 12. CRM Sales Invoicing Support ● Configure your products, payment terms, pricelist... ● Use quotation template to faster the offers ● Build an attractive website and your online shop ● Use the reporting to analyse your performance
- 13. CRM Sales Invoicing Support ● Set good follow up levels for your cash recovery ● Use the aged receivable reports
- 14. CRM Sales Invoicing Support ● Helpdesk Module ● Configure your Service Level Agreement ● Ask for client ratings
- 15. Conclusion5
- 16. Odoo is very flexible Start easily and quick Allow to save time Centralize all the information Ensure cash recovery Conclusion