Odoo Sales Pipeline Management To Bring Efficiency To Sales Process
The sales process is equally important for all businesses. It is the pathway that brings new customers on board, and a planned strategy to run the sales process make sure that you get quality leads that can turn to be your loyal customers. Odoo is one of the leading platforms that businesses prefer to use for the management of sales pipelines. However, before taking you to the details of what Odoo can do for you regarding sales process management, you must understand the sales pipeline and the sales process, and how Top Odoo partners can help you in opting for Odoo sales pipeline management.
Sales Process & Sales Pipeline
The sales process means the steps that a sales representative covers from delivering product awareness to turning prospective lead into a customer. And when it comes to the sales pipeline, it is the visual representation of the different steps of the sales process. Different platforms can be used to manage the sales process in the form of a sales pipeline. However, the number of steps involved in the sales process will vary from one company to the other. There are Odoo partners who can offer consultancy as well as support regarding using Odoo sales pipeline management.
Now, you need to know that how does managing the sales pipeline through Odoo bring ease for businesses, and how does it play role in managing the sales process effectively?
Creation and Organization of Steps of Sales Process
Any online system that companies use to manage the sales process, they expect proper segregation of the steps of the sales process. Odoo facilitates its clients by offering the sales pipeline management platform where the Kanban board is used. Different steps of the sales pipeline management are shown in different columns. When a lead comes, the sales representative can manage the progress of the lead in these columns. Clients can add columns as per the need.
Lead Management
Not all leads turn to be customers. So, some companies prefer having a step before turning a lead into an opportunity. This step verifies if the lead can be an opportunity for the business. Just imagine, how difficult would it be to manually filter out those leads that can become ultimately the customers for a business. Odoo has facilitated the business community with this feature to easily manage leads and the status of the leads.
Stage Probability
Now that Odoo gives the feasibility that clients can create columns for different steps of the sales process, and a lead is moved from one column to the next based on the progress. But, how do clients know the progress of a certain lead? Odoo has effectively resolved this issue. They use stage probability which means when a lead is in the pipeline, it is given a certain percentage at every step. This percentage shows the progress of the lead at every step. The client can select the option to automatically change probability at every stage.
Remote Management of Sales Pipeline
Recently, the pandemic spread forced the business community to turn remote working into a norm. Realising the need of the hour, Odoo allows its clients to manage sales pipelines even remotely. No matter the customer is sitting in the home or in the office, he can manage the sales pipeline with equal efficiency. Now, that pandemic has forced people to maintain social distance and quarantine, there will be no effect on the sales process management if you are using Odoo sales pipeline management.
The Customer Follow Up
Sales are not the only business process that companies have to monitor. Even sales teams have several miscellaneous things to manage and maintain at a time. So, it is sometimes difficult to follow up with the customer, but no one can afford to lose the customer just because follow up is a challenge. So, if you manage the sales pipeline through Odoo, you can follow up with customers easily. It will increase the chances of turning leads into customers. Of course, customers do not appreciate the behaviour when they are contacted once and then left in the middle of nowhere. But now, it is easy to be in contact with customers from the step of creating brand awareness to turning lead into the potential customer.
The sales process is the method that allows sales teams to maintain their sales quota. Robust and efficient software like Odoo facilitates increasing sales and bringing those customers on board who have a better chance of staying longer with you. If you want to equip your sales team with an automated system, then you need to give it a go. And the platform from where you can get further assistance is Techloyce where a team of Certified Odoo consultants is present to not only offer consultancy but help you through the process of adopting Odoo sales pipeline management.
