Improved Sales With Odoo 17 ERP For An Air to Clean Water Generator Solutions Provider

The company did not have full visibility of all leads, preventing the business from maximizing growth. With the CRM integration, leads were visible and accountable to avoid missing opportunities. With real-time auto-entry created in the system, respective teams were assigned to pursue the active leads.

We won customers’ trust by integrating payments into the website. The client saw an uptick in order completion after the integrated payment facility. The feature also automatically added the part payment booking when the quotation was signed and next when shipping was initiated. The strategic move of reduced steps allowed for smoother payments.

To prioritize customer trust, we implemented a system that presents the Terms of Service before any quotation is signed. This allowed customers to review them conveniently, fostering transparency and building confidence in our brand. The result was increased customer trust, directly translating to higher sales conversions.

We eliminated manual data entry by seamlessly integrating the website’s appointment page with Odoo CRM. Now, appointment requests automatically generate new leads within the system. This empowers the client with effortless appointment tracking and centralized lead management across all sales teams, all within the powerful Odoo CRM platform.