Sales - Odoo

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Pipeline Management for a B2B Equipment Supplier

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In this video, discover how a typical B2B business can manage its sales pipeline -- from lead acquisition to closed deals -- with Odoo's fully-integrated applications! 0:00 - Introduction 0:54 - Website app 3:12 - CRM app 4:18 - Sales app 5:51 - Schedule Activities 7:39 - Inventory app 8:11 - Invoice app 8:55 - Conclusion **App documentation** https://www.odoo.com/documentation/18.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/Tg2s - Start a free trial: https://www.odoo.com/r/L9K

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1. Why is a traditional e-commerce checkout often not a good fit for B2B industrial equipment suppliers?

Because B2B customers prefer to pay in cash upon delivery. Because they usually rely on customized requests for quotations (RFQs) rather than direct online sales. Because industrial machines are too heavy to be displayed on a website.

2. What happens in the CRM application when a customer submits a "Request for Quotation" form on the website?

Odoo automatically sends a link to a generic price list via email. It automatically generates an "Opportunity" that can be assigned to a specific sales team or person. It deletes the visitor's IP address to comply with B2B privacy regulations.

3. What does the "In Payment" banner on an invoice indicate in the Odoo workflow?

That the customer has requested a discount on the final machines. That the inventory team is currently packing the items for shipment. That the payment has been recorded and processed through the integrated accounting application.

Sales - Odoo

Pipeline Management for a B2B Equipment Supplier

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