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Organize your operations in
a startup environment
Maxime Verheggen• Functional consultant
EXPERIENCE
2018
Context1
Startup constraints
Practical needs
How to start quickly with Odoo?
Conclusion
2
3
4
5
Context1
Context
● Get more customers
● Adapt fast
● Look for quick revenue
● Always in the rush
● Need of IT tools
Startup constraints2
Constraints Reasons
Time
Really busy so cannot
afford wasting time
Focus
Handle several things at
the same time
Money
Don’t have much money
to spend
Maturity
Can review their process
several times
Resource Don’t have many people
Constraints
Essential needs3
● Flexible process
● Make cash
● Save time
● Business overview analysis
● Customer relationship management
Practical Needs
How to start quickly
with Odoo?4
Support Invoicing
SALESCRM
CRM Sales Invoicing Support
● Organize your sale teams and your process
● Generate leads
● Automate part of your crm
● Plan your activities
● Catch figures through the reporting dashboard
CRM Sales Invoicing Support
● Configure your products, payment terms, pricelist...
● Use quotation template to faster the offers
● Build an attractive website and your online shop
● Use the reporting to analyse your performance
CRM Sales Invoicing Support
● Set good follow up levels for your cash recovery
● Use the aged receivable reports
CRM Sales Invoicing Support
● Helpdesk Module
● Configure your Service Level Agreement
● Ask for client ratings
Conclusion5
Odoo is very flexible
Start easily and quick
Allow to save time
Centralize all the information
Ensure cash recovery
Conclusion
Thank you.
#odooexperience
2018
EXPERIENCE
2018

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