CBS
Optimized Multi-Company Operations by Integrating Salesforce with Odoo for Seamless Efficiency
About Project
As a prominent Emirati-owned consultancy in Dubai, UAE, this firm specializes in business setups across the region. With deep expertise, they are a reliable partner for investors and entrepreneurs aiming to establish and run businesses in Dubai and the UAE.
Corporate Business Services
BusinessMiddle East
Location
Their knowledgeable advisors offer precise and efficient support throughout the company formation process, ensuring a streamlined and practical experience.
Brief
Our integrated Salesforce with Odoo across multiple companies enhances sales, purchase, and invoicing processes while ensuring smooth data synchronization. We configured a multi-company environment, aligned Salesforce CRM with Odoo for sales and procurement, automated invoicing, and established real-time data integration to improve operational efficiency.
List of Services Offered
- Salesforce Odoo Integration Services
- Multi-Company Setup Solutions
- Automated Invoicing Systems
- Sales and Purchase Optimization
- Real-Time Data Synchronization
Enhanced UI/UX Experience
Features
Automatically Updates Customer Data and Sales Orders Between Salesforce and Odoo
We implemented real-time sync to automatically update customer data and sales orders between Salesforce and Odoo. Additionally, we created a unified view by combining Salesforce interactions with Odoo data, providing a comprehensive customer profile for enhanced insights and decision-making.
Tailored Financial Processes and Automated Reconciliation with Salesforce Integration
We provided accounting customization by tailoring financial processes and invoices to specific business needs. This included automating reconciliation by integrating with Salesforce for precise bank and payment matching, ensuring streamlined and accurate financial management.
Adapts Sales Orders and Pricing Rules with Advanced Reporting Integration
We provided Sales Customization by adapting sales orders and pricing rules to meet specific business needs. We also enabled Advanced Reporting by integrating Salesforce and Odoo data, allowing the creation of tailored sales reports to support strategic decision-making.
Configures Dynamic Settings for Flexible, Detailed, and Compliant Tax Reports
We provided customized tax reports by configuring dynamic tax settings to match business and regional needs. This included setting up flexible tax calculations and rates and generating detailed, tailored tax reports to meet specific requirements, ensuring precise and compliant financial management.
Technology Stack
Back-end Tech
Odoo
Database
Odoo
Project Management Tools
Odoo
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