Empower Your Purchasing Process with Our Pipeline Management App

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hello everyone and thanks for joining today's session it's not your o'clock in the afternoon here on our headquarters in Belgium my name is Pascal and I'll host this session with my colleague Irene today I mean we'll show you some exciting stuff about CRM sales and invoicing app Irene is one of our business advisor in Brussels for the immediate region before we start this session let me share you some guidelines with you in order to have a smooth webinar today's presentation should take about 30 minutes which will leave us about 15 minutes after for a Q&A session in which Irene will be glad to answer you the best you can note that this webinar is also recorded and that you can review it by visiting the same link you see above in your browser in the description also of this video you will find a direct link to book a private demo with Irene and go more in detail about your needs if some question remains unanswered after this session you can always ask your question in the live support session and we have actually one starting tomorrow at 9:30 in the morning which will last for three hours well I think I said enough and I will leave Irene now to you thank you very much so I'm gonna present to you today the oldest sales management ok I will show you how to manage your opportunities and the sales pipeline with Odin ok first of all I would like to do a full presentation of oh do with a few key features ok so old was created here in 2005 ok and we have been now we are more or less 350 employees in the world we have one office here in Brussels ok with the sales in the marketing departments we also have an office in Bossier where we have research and development specifically and also in Lipson burg where we have our service team department okay we have another sales department after sorry in New York and San Francisco and also the Pacific Hong Kong and we also have a support department in India okay so we also work with a big ecosystem of partners we have now 850 partners around the world in more or less hundred and twenty countries okay and we have now more than 3 million users ok so what is OH - OH - try to work specifically with one need 1/2 so that's been older we'll try to understand and cope with small/medium and also large businesses ok and for that we have a few references like for example HP or like the French train like SM sell for example and different Belgian companies also here in our references ok so a quick overview of what we're going to what I'm going to show you today you will see here we'll start by leech creation ok I will show you the different way to enter your leads and try to turn them to opportunities and from there I will show you the process so that means the pipeline management to go from an opportunity to sales and a potential customer ok from there also it's quite interesting to see the reporting that auto can provide you on your sales on your management your pipeline management and all the different quotation you have them ok and of course like explained before we'll do a quick Q&A session in the end ok so the nice tip to ask in the end of the session so let's start the good stuff ok so here you will see the database and you will find directly the dashboard general dashboard of open ok so the philosophy of oh do is to mainly work with dashboards ok you will find this file in all the different apps okay and what you will see is how it works okay so I'm first gonna enter a potential opportunity okay directly through a contact let's say you start and meet the person who could be interested into your company and you just want to enter the information into your contact details okay so this is gonna be the most general way okay and for this we'll try to create here a new potential customer okay so how you see here it's again the system of a dashboard where you have for example the information of the customer so let's call it Pascal okay and you will put here all the standard information that you would want on this customer okay so of course the address the phone numbers the mobile email okay let's say Pascal at test his email his website and the language you want to communicate with this customer okay so like you can see here you have an individual or a company okay and you will find all the standard information on this company and client okay and more of that what you can add is also general informations okay adding informations for example let's say this person has invoicing address and a different shipping address for example you will be able to also create these new information in adding of the contacts okay you can also add internal notes it's quite interesting because you can modify and customize the information that you want to put on this customer as you want and it's just adding a text here by saying important customer for example okay also in more you can have the Sales and Purchase ok which is going to be linked to your customer here you can add your customer or decide if it's a vendor you can also add the salesperson that will be connected to him or the prices of course you will have the details of the payment and invoicing you want to add on the customer to okay so here you have the general information the adding information that you want and also all the application that would be linked to this customer that's mean here you have the opportunities the commercial opportunities that you will be able to have with this customer the different meetings that you will get with this customer also scheduled or not yet the fact that this partner or customer will be published on your website okay the accounting link to this customer they also the different sales that you have done to the customer if this customer is still existing and all the invoice linked to this customer also okay so here what you'll see is when I get out of your contact you have already added your new customer which is Pascal you will be able of course to filter all these information and decide to have only a list view of your customers for example here Pascal and your other customer that I created before I call it okay so now what I'm going to show you is the second way of creating a new lead okay creating a new potential contact into your data okay so let's say for example you have website and the customer is contacting you directly through the website so you have here contact us and the customer will enter his information saying okay my name is Irene this is my phone number okay my email is here the company is OD my subject is I would like to have more informations about and of course my question is concerning the pricing here's your customer has sent his request and you will see directly in your backhand the effect that is gonna get on your pipeline so as now I'm gonna be the salesperson okay and I'm gonna enter into my pipeline at the beginning of the day and what can I see I will see the informations of the customer okay so here you have two different ways to first organize your pipeline you can first or organize directly here or through the leads okay so you can have in a list view saying okay today there is a customer from Irene asking me from information when I click on it you have the same principle of having all the information directly into the opportunity in front of you okay so here you can check if the information are correct okay directly assign it to a salesperson so I'm gonna assign it to myself as in the sales channel and I'm gonna convert this lead into an opportunity here also what you'll see is to create your lead to an opportunity is you can or convert it to a new opportunity or one who's already existing of course assignment to the salesperson and to the sales and channel that you want to create or a new customer or it's already an existing one to merge it directly I'm creating the opportunity and what can I see I see that this will be follow with the follow-up of different steps okay and you can find it directly into your opportunity pipeline here okay so like we have seen that was the second way of entering and new lead into you then okay now I'm gonna show you the third way it's just directly a customer come contacting you by your email okay so here every sales channel has an email address okay so I created just one one department and it's going to be sales webinar 11:00 let's just send an email to it and say okay hello I'm sending you an email and saying hello it's a test please send me a quote good you're sending it here you can see directly then on our back end what the sales person will receive will be automatically a new opportunity here okay you see here that the opportunity is directly created into my pipeline okay so now you have seen the three different ways to create a new lead okay so an overview was first of all directly by contacting a person entering the information yourself second is by the websites okay or by email okay so now what I'm going to show you is more or less the process that we will try to do together to convert an opportunity to a real sales in a real customer so let's take one opportunity and see how it's going to be on this information but you can see general informations let's go into the details together you have what I explained to you at the beginning and also you can expect a revenue on this opportunity so let's say we all have no information for the moment you just want more information it's not even sure it's going to be a sales so let's just leave it aside for the moment but you have 10% probability that is going to become a sales this is mainly for your follow-up and understanding of your opportunities you can also put an expecting closing so that you can detail by the time where and when you want to finish this opportunity you can also add on priorities or add some different tags for example saying this customer is a VIP okay and you can add on customized tags so that you can filter very easily these opportunities okay and it could be a way for you to schedule your organization and you and more of that what you can see here is internal nodes so like you see the note of the customer has been what is the price okay more you can say okay what I'm gonna do is I'm gonna call this person directly out to her number and say okay I want to put all the details and maximum information on this customer so that I can always be aware of these informations okay saying interested by etc it's urgent for example and add on what you want okay of course more contact information added in on this customer is always possible okay so it's here for you so that you can see the details now what is more interesting is that with this opportunity you will have also external communication internal communication and also scheduled activity with this opportunity so of course in a perfect world is not possible to just have an opportunity and sell something so what we will have to do is communicate with this person send emails conversations and see how it will go so the best and the better follow-up of this opportunity will provide the best answer okay so let's let's do just an example I want to send an email to this customer and say okay hello here are the infos you are looking for and you can send it okay so that is what I was saying about the external communication that's when you can directly from Oulu send an email and have the follow-up of this email it's not going to be an external a new external email server it's just gonna ping use your email server and add it on oh ok so here you can see here the email directly into the chatter then we call it and you can also log a note for yourself or just directly to your colleague and say okay Irene please check the availability okay at that moment this is what we call an internal communication so that's mean you can communicate automatically with your colleagues to bring more details answer questions or just to have a follow up on the situation of them okay so like you can see you will have the email and your internal nodes you can also log notes just for yourself saying okay reminder reminder holds back tomorrow and I'm just gonna log it in and it's just a note for myself okay here I have put in myself a reminder but what we can also do is to schedule an activity okay let's say this activity I have to have a meeting with this customer okay and it's about on-site meeting I have to bring my computer and I can schedule the meeting and it will link directly to my calendar to when to schedule this meeting and you will see here on-site meeting will be created here okay so what can you see them from here you have a scheduled meeting for today and you have to bring your computer so all of this is mainly to have the best follow-up and more detailed follow-up as possible okay so as of course I am the person assigned to this opportunity I will see all this information but you can also add people following your opportunity so for example here it's myself but if your manager wants to follow or another colleague which is also working on the project will be able to follow and this details if you want to see the note for example the discussion or the activity activity is linked to the opportunity okay so the meeting went well well the customer is happy he wanted and he got all the information he wanted so let's say we qualified it okay and now I'm going back to the office what can I see on my day I have two new opportunities and one qualified okay and here is where odo is quite interesting is with this cam value is the fact that you will be a to stage all the different steps of your opportunity okay here we have put its standards so new qualified proposition and one but if you want you can very quickly add on for example and you stick and you can move it on and easily as you want so here I'm the salesperson and I see here that I have my two news my qualified and after my meeting it went very well but I have to send a quote because the customers interested let's go back onto this opportunity and let's send them a quote what odoo does also is to always propose to you the next step with this green button okay so like you can see here you have a green button for the new code let's do one together so here you have a customer myself okay that was created through the website and you can also propose a quotation template so here I did some basics where you can just propose a product and you will see the article that will be directly presented here into your quotation of course it's bearing dates your price lists and payment terms that you can decide and configure as you want okay so here what I have proposed is a product and I'm proposing the iPhone X okay so let me just go through to you how I created this product okay just so that you can see how it works also and how to configure it here you will see is the same but also kind of same principle of the dashboard where you had the iPhone X that can be sold or purchased information general information of your product okay and all the general information linked to the different the different app link to this sales okay so here let's go together its products talkable product I put you internal reference the sales price the costs the different unit of measures of course this is all configurable you can also add like I told you before the price list so that each time you propose his product that prices will be present present in your quotation also the purchase because of course it's a knife on eggs but you can also purchase it you can link it directly to your vendor the inventory you can choose it by or make to order this is of course all configuration needed the invoicing you can directly decide the receivable the payable and the way to invoice is it on the order quantities or the develop delivered quantities and this is the differences between your product or your services ok so here we have proposed a quotation with the iPhone X you can see here the details and let's say ok I'm sending it to my customer ok so what can you see you send it by email or you can print it if you send it directly by email now we can take directly the email will be created ok you can use a different template if you want it's configurable also you will see here that the customer will see a quotation by PDF oh also can accept and pay online ok so let's say I'm sending it go for it let me show you what the customer will see on his side once you receive the email he clicks on the link and here he sees directly his quotation so quotation so3 with the details the information and the pricing and you will can see or he can comment and say ok I would like a discount or you can directly access same ok Irene and I'm signing I'm accepting and here you can see that the order was confirmed now let's go and check on our backend what we will see with this situation we are going back on our opportunity here why can we see the quotation has been sent and confirmed ok so your quotation sent became a sales order from there what you can see is that there is directly an automatic integration with another application would be created here and would be with your warehouse which is gonna deliver the product that your customer has requested okay from there your salesperson can also directly create the invoice the next step again in green create the invoice and you will see here directly the invoice will be integrated with the other hand okay so from here we have just started out there with just a simple EM opportunity with in our pipeline with more information about and you have seen that without going out of the support energy I have been able to send an email log and internal load for myself and for my colleague created an activity and standard at the quote okay so like you can see here this customer is a 1 and you will see in my pipeline the automatic ok so this is the cam value I showed you and it's quite interesting but of course you have different kind of views for example here a list view and also different kind of ways to filter it here you see that this all my pipeline which is the opportunities assigned to myself ok but if you want you can also decide by all the overdose of opportunities or the today's activities ok so here you have been able to see the process to optimize the opportunity into sales now what could be interesting also is to see all the different analyzes that you can get from this opportunity and decide from there ok what could we change on the CRM on the process of our pipeline or also on the sales ok so just so that you can get a bit more data I will show you on my other database tests ok you will see here all the different quotations and sales done during this day let's say ok each application of all you will have a reporting so you can go directly on reporting and decide on what kind of reporting do you want to get so let's just take the reporting of the seats you can have grab you okay or also you can have to the sales analyzes you can see here by different Department or to say I would like to see through my different partners and also through my different salesperson what have been sold okay and this is for example for the sales it's very easy to export the information you can download it here directly into Excel and print it automatically if this was the analyzes and the reporting of my sales but if you want you can also directly go into your CRM and analyze the opportunities that you have processed and organized okay again you go back on your reporting here and you click on it and you can see ok what have been magnet if it sees and you can see data but you will be able to do the same with each applications ok so here you can see that you have the reporting of your activities and analyzes of the activities so thank you very much for listening now hey we are back now thank you very much Irene yes let's have a quick view on the incoming question here what do we have we have Linda that asked us if you could watch it again well our moderator already asked that question guys I don't see question coming please feel free to ask your questions about CRM and sales app we are waiting for it and be very glad to answer them no questions too far so let me remind you you can watch again this webinar just by clicking the link above in your web browser if any question would come to you later on well in the description of this video you can always make an appointment with Irene and discuss it with her question here coming up how the serum connect with the purchasing side is Schenck asking so connect directly yourselves to your purchase is you can go directly through your product ok buy the product you can link let's take this iPhone X for example ok you can link it directly to your purchase app ok so that's mean what you will have to link is the vendor okay so that's mean each time this this iPhone X will be sold ok it will create a purchase for your vendor ok you can decide if you want to be to make to order or just by with your ordering rule or not ok so for example here I have a make to order with my iPhone X so that's mean each time I sell my iPhone it will create an order for my vendor ok so like I have done it just during the presentation you will see here directly in my purchase application an order for the iPhone X ok answer mmm I got here another question which was actually yes can you import leads via excel sheet so what you can do is directly import your information you just have to then at that moment put into a view lists ok and you can import directly here ok you can import by CSV or Excel and you can put your information here and it will import it ok thanks Irene see you all the questions a question from Richard the want invoice does it fit straight into the accounting ok so yes well during the process and the flow I've explained to you you will see here the different quotation okay and sales order has been ordered here in my sales app you will find it directly here into my invoicing for my clap my customer Irene in the sales olive tree and it's here and you will be able to validate it here into your accounting app ok processes and beverages to the payment also so just a complete maybe your answer to Richard so once the invoice is validated account entries are creating in your accounting app and you can post them after with the payment let's see here what we have [Music] how can we manage different shops now digit something maybe that is more appropriate for the webinar regarding warehousing so I suggest you keep in phone or or updated for our next session [Music] let me see here well here also a question from phone how can we connect sales to manufacturing in order to get product this is also maybe the same actually approached as purchase app you need to configure your product in a way that it creates for you a manufacturing order Eirene maybe we'll show you exactly the same principle with what I showed you with the approaches link ok if you want to do a manufacturing you were created here a new a new possibility configuring your iPhone let me show you on the other database because I haven't downloaded the manufacturing app here but with this let's take a product okay and let's configure it together so and here we don't have to purchase I need so for example you will have here instead of having purchases for example you would be able also to go into your inventory ok and manufacture it ok so it's going to be the same system you will be able to click on this configuration and it's going to create a manufacturing each time you sell this product in to your employees ok do we have other questions we still have a few minutes for you I'm still calling to see if we got other questions maybe this one from a Matt what is the major difference between enterprise and Community Edition on specialty in CRM so that I think what could be interesting is to go on we have on our website information concerning the differences between the oh do you online and/or enterprise and the community I invite you to go on oh do calm slash editions you will have a list a detailed list with each application and which is featured in the community or in the ceremony so maybe also what is important to mention is that our enterprise version evolves every month online so you get a small update every month with new features and the committee version actually is updated every year with a new version but on committee version of course you can all apps coming from the community and I'm sure you will find them special CRM apps for you to ok let's see here what we have well another one from Kumar can we export the data example again let's just take here all the quotation if you want to export it and what you will have to do is just put into your list view ok you click on and you select once you select these in quotation for example you will have a button action here by this button action you will be able to export all the information you want ok in CSV again or in Excel okay and you can detail the available fields to export them ok we have another question here from Markus how to send emails to customer from Purdue ok here directly what you can do is in the chatter like I've shown during the presentation you will be able to send email directly from the chatter here ok so you see here that is send message the only thing that you won't have to do is to put correctly the information the email address of your customer into or the opportunity or into the customer form ok into your contact details and you will be able automatically just to send the email from here is that the good answer to you Marcus another one here can you use invoicing without the accounting app we have separated the application invoicing and so now you will have the possibility to invoice with your sales okay which has a technical dependency with invoicing so taking the app sales you can just have invoicing without accounting so that's me I'm sorry I will go to invoicing app and just be able to I have here another questions I will answer it to thank you for this training is it possible to obtain French translation of this webinar well as Ross you need to know that every week we are giving a webinar and if you go to our event page you will see there all upcoming webinars and from our at quadrazine in belgium we will give webinars in different languages so i suggest you to scroll through those webinars and all the subject we are talking now will also be giving another day or an update in another language for short French and Dutch will come also in the next week let me scroll and see so Marcus is coming in not a generic one from or do Marcus maybe if you wanted to mail your client you you might the mass mailing app from where you can insert in the mailing there from which email address it is coming so this might be more clear for your clients just calling guys still waiting for your questions when can we expect presentation about manufacturing will give guinea again I think my colleague I've just post the link to all our webinars upcoming webinars so feel free to check and and book your pre secret can we send invoices to custom based on project without using sales order well Sheriff I'm inviting you actually to our next webinar which unfortunately for now but our office in the u.s. also gives a webinar in English so I'm sure you will find that there the subject you want in the next week still looking here for some questions guys indeed unfortunately we do not read Arabic so please feel free to ask your question in English thank you very much no question guys about CRM about sales well if no questions are coming I think then no if no questions is coming then I think that it's time Robin our again you can watch it again because it is recorded you can always like share on commits this this webinar this woman has read into it so see it again on the same link if you have other questions regarding other apps that might follow this one feel free to join tomorrow to our support functional support live sessions starting at 9:30 and there we will have a functional consultant we'll be glad to take a challenge and answer all your questions we would like to thank you for joining this webinar and see you next week for another topic and have a good day