Health-Tech Solution
Odoo 17 ERP Boosts Sales For An Air to Water Generation Solutions Provider
About Project
The client provides sustainable solutions for health and the environment. A leader in clean water generation, health-tech, and green-tech industries, one of the company’s top products is Eternal Spring. This device can produce water from the air in any location, regardless of humidity levels. The digital healthcare ecosystem is also among the other offerings.
Health tech provider
BusinessNorth America
Location
Business Goal
Our business goal was to generate product sales quickly after implementing Odoo 17. The brand aimed to amplify orders within a few weeks. For that, we enhanced sales order processes by enabling automation, streamlining processes, and implementing easy navigation and payment facilities for customers.
Project Highlights
- Odoo 17 ERP customization
- Odoo Stripe integration ACH Payments
- Website connection to Odoo CRM
- User Experience Improvement
- ERP Web Platform Customization
Key Challenges and Its Solution
Accepting Customer Payments
Boosted Sales Effortlessly with Odoo 17
The client’s top priority was boosting sales and quickly transitioning to Odoo 17 without impacting current operations. We identified the gaps between the processes and leveraged our Odoo Gold status to seamlessly implement Odoo and get it up and running smoothly. Our certified Odoo professionals ensured the new system was ready to scale and facilitated faster order processing.
Displaying Terms Of Service
Seamless Stripe Integration in Odoo to Empower Transactions
To streamline the customer journey and simplify transactions, we seamlessly integrated Stripe, a secure payment gateway, into the Odoo platform and even accept part payments. This powerful combination empowered customers with a smooth checkout experience while enabling efficient payment processing for the business.
Part Payment Facility
Enhanced Transparency with Pre-sign Terms of Service Review
To ensure transparency before any commitment, we implemented a system to present the Terms of Service to the customer. We enabled this before the quotation was signed, allowing them to review the terms at their convenience. By ensuring transparency, customers’ trust in the brand increased, leading to increased purchases.
Appointment Tracking
Automated Appointment Management
We eliminated manual data entry by seamlessly integrating the website’s appointment page with Odoo CRM. Now, whenever an appointment request is submitted, a lead automatically gets created within the system. This allowed the client to track appointments and manage leads across various sales teams effortlessly, all within the centralized Odoo CRM platform.
Our Approach
We prioritized larger roadblocks to business operations before implementing features like payment modes and automating processes, which increased sales and improved team communication.
Analysis
Payments
Automation
Tracking
Technology Stack
Project management tools
Azure DevOps
Framework
Azure DevOps
Payment gateway
Azure DevOps
SDK
Azure DevOps
Key Results
Boosted Sales
Implementing Odoo 17 and the integrations expedited sales because of no processing delays.Better coordination
With the most updated data available to all users, all teams experienced higher coordination levels.Enabled more orders
Stripe integration allowed seamless payments on the website, facilitating more order completions.Revenue increase
No more lost leads, as the system automatically generated a lead when an appointment was requested.
Similar Case Study
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