Initial situation

• Sales opportunities without a central management system.
• Organization is highly dependent on individuals.
• Information management is done via Excel.

Objectives

• Maximization of tracking sales opportunities.
• Promotion of teamwork through a central platform with real-time updates.
• Consolidation of all business data in a central repository.

Approach

• Phased rollout from essentials to specific requirements.
• Continuous testing phases and regular customer feedback.

Odoo apps

• Contacts 
• CRM
• Helpdesk
• Maintenance
• Studio

Project scope

• 5 months

Challenges

• Integration of custom logic into the Odoo platform.
• Data migration from legacy systems.

Role of digital uplift

• Architecture
• Delivery Lead
• Change Enablement 
• Data Migration

Implemented solution

• Configuration of a fully customer-oriented solution.
• User access to a personal customer file with comprehensive information overview.
• Central management of contacts, open and closed sales opportunities, service tickets, maintenance, and installed equipment.
• Setting up automated digital worksheets for capturing technical on-site deployments.

Result

• Maximum Transparency: Central 360-degree view of all customer information and histories in one place.
• More Efficient Sales Processes: Systematic tracking of sales opportunities without information loss.
• High Data Quality & Acceptance: Replacement of unstructured Excel spreadsheets with uniform and reliable data.
• Seamless Area Collaboration: Optimized interface and communication between sales, service, and maintenance.