How Gaspar used Odoo to centralize and automate their Commercial Management
Industry: Industrial and civil
Gaspar sought to modernize and structure its commercial processes through a centralized solution capable of improving the management of customers, opportunities, and sales activities.
With the growth of operations and the need for greater visibility over the sales pipeline, it became essential to implement a platform capable of automating processes, organizing commercial information, and supporting future developments of the company.
I The challenge
Gaspar faced several challenges related to the organization of commercial information, tracking opportunities, and reporting.
Key Business Needs
Centralization of commercial management on a single platform.
Greater visibility over opportunities, proposals, and business indicators
Automation of tasks and commercial processes.
Key Challenges
- Lack of a centralized customer view.
- Lack of standardization in commercial tracking
- Dependence on manual processes and manual data updates
- Difficulty in tracking commercial activities and follow-ups
- Low visibility over commercial indicators and team performance
- Need to automate workflows and improve the quality of information
- Absence of an integrated solution for commercial communication campaigns
These limitations hindered commercial analysis, increased administrative effort, and limited the ability to track and make decisions.
I The Solution: CRM & Email Marketing implemented in Odoo
With the implementation of Odoo, Gaspar achieved:
visibility over the sales pipeline, proposals, and follow-up activities
reduction in the manual effort associated with commercial updates and follow-up activities.
of opportunities centralized in a single platform
Centralized Management & CRM in Odoo
The solution allowed for centralization and automation.
- Clients, contacts, and sales opportunities
- Sales pipeline
- Sales activities and follow-ups
- History of sales interactions
Fewer errors. Faster execution. Consistent decisions.
Automation & Operational Efficiency
With Odoo, Gaspar automated several critical processes:
- Automatic update of sales dates
- Automatic distribution of opportunities to sales
- Automatic organization of interaction history
- Centralized management of tasks, calls, meetings, and emails
Automation significantly reduced manual work and increased the operational efficiency of the sales team.
Dashboards and Sales Reporting
Dashboards and indicators were created to monitor:
- Sales evolution by period
- Issued proposals
- Priority and open deals
- Sales conversion
- Sales performance by user
The centralization of information brought greater speed of analysis and better support for decision-making.