Streamline and Elevate Your Sales Process with Odoo

 

Handling sales operations is crucial for all kinds of business, whether it is distribution, trading, retail, wholesale, restaurant, or any service provider company. Handling customers' orders, requests, or demands in an efficient way is complex. It is very difficult to keep all your customers satisfied but when you start using the top-notch ERP platform. That has sales, CRM, and other solutions that help you provide your customers with the best experience. Nowadays, mobile applications are a thing, they help companies manage everything at their fingertips. In other words, companies can use smartphones and tablets to handle their business functions. Be it sales, purchase, accounting, inventory, CRM, invoicing, project, employee management, etc.

Handling sales functions manually is not efficient and might lead to low revenue. This is why the implementation of automated sales management software mobile apps is important for all sizes of business, including small and mid-sized companies, and large organizations. Automation of the sales operation saves so much time as well as enables you to keep a track of each salesperson and sales order. Also, the sales department takes care of the inventory, they need to keep a tab on inventory levels in order to ensure the product availability on time. Keeping all the issues in mind, organizations should choose the right sales management software mobile applications as per their requirements.

Common Issues Faced by the Organizations

The Slowness of The Sales Process Due to Repetitive Tasks:

One of the main reasons for losing a customer is a delay in responding to the customer's demand. In the case of managing the sales process manually, it is really difficult to keep track of each customer.  The slow process causes failure to retain a customer which directly impacts the revenue of the company. These repetitive and administrative tasks can be time-consuming for sales teams to perform. Whenever you want to send sales quotations you need to create a whole new sales quotation template, add product, quantity, and pricing, this takes so much time.

Inconsistency:

Maintaining consistency is an important part of the sales team of any organization. It means if the salespeople and sales managers are not consistent with the follow-ups and lose a customer due to their inconsistency, it is not good for the company. Also, if the sales manager can't keep a track of each sales rep then it may be a possibility that some of them lose track and do not convert leads into customers. Most of the organization's sales team cannot follow up on the leads and lose them and they have to work again to generate the leads.

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Handling And Tracking Salespeople:

The pillar of the sales department, the salesperson. They are the most important part of the sales department or we can say that that is the person who is majorly involved in revenue-generating activities. Now, tracking all of your sales reps is not possible as long as you are using manual methods. Definitely, you will lose track and not know which salesperson is doing what. Keeping track of all the salespeople is a really difficult process but the most important one. If companies do not keep track of their performance they will not know why they are lagging behind their competitors. Keeping your sales team satisfied and happy is also important. As important as keeping track of their work performance.

Cluttered Customer Data:

Making a sales function successfully having all of your data organized in a single place is really important. But doing it manually will never give you the centralized data. It does not matter how much you try, but there is something that always is missing and messy. This is why always follow the data-driven approaches to keep your customers and team's data well-managed. Scattered data will always cause confusion and frustration. Most organizations get lost in spreadsheets and the sales team couldn't proceed further without appropriate information. Furthermore, not having an organized and centralized customer database can lead you to draw the wrong conclusions.

Solution For Handling All The Challenges Related To Sales Operations

Odoo sales management software mobile application solves all the issues such as unorganized customers data, ineffective tracking of sales activities, slow sales order management process, and more. This mobile app has various features and functionalities that will allow you to manage your sales function more effectively than ever before.

• You will have an organized sales pipeline that never let you miss an opportunity
• Automation of redundant sales tasks will help you save time and improve overall sales operations productivity
• Tracking lead and customers' communications enable you to forecast the customer demands and improve their buying experience
• Connect leads and customers from anywhere, simply use your mobile devices to keep a tab one each customer orders or queries
• Integration with relevant CRM, inventory, purchase, accounting, e-commerce, and point of sale mobile apps
• Easily handle sales orders and invoicing, simply convert quotations into sales orders within a few seconds
• Integration of the sales app with the point of sale mobile app helps in managing the retail stores and restaurants efficiently.

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Reference:- 

Automation Makes the Sales Process More Effective