Droplet
Enhancing customer interaction and boosting sales department efficiency through automation and communication centralization.
ABOUT THE CLIENT
Droplet is a Netherlands-based, full-service company that handles in-house production and fulfillment, specializing in custom apparel and branded merchandise.
Industry: Retail Apparel and Fashion
Headquarter: The Hague, Netherlands
Technologies: Odoo v18 Enterprise
Client since: December, 2024
The challenges
Droplet faced challenges in managing customer interactions effectively. The absence of a centralized system for communication made it difficult for the sales team to keep track of leads, follow-ups, and ongoing deals. This resulted in missed opportunities and inefficiencies in the sales process.
The primary objectives of the project were:
- Implementing CRM functionality to centralize customer communication.
- Automating follow-ups and reminders to ensure timely customer engagement.
- Enabling real-time reporting and analytics for better sales performance tracking.
- Providing an efficient way for the team leader to distribute leads and monitor sales progress.
To achieve these goals, a structured and efficient approach was required to ensure seamless CRM integration and process automation.
Solution
Our team implemented the core functionality of the Odoo CRM module, customizing the pipeline stages and ensuring all customer communications were centralized.
To optimize sales team efficiency, we:
- Customized CRM Pipeline: Adapted the sales stages to fit Droplet’s business workflow.
- Automated Follow-ups and Reminders: Leveraged Odoo’s Activities feature to help sales representatives stay on top of customer interactions.
- Enhanced Communication: Used the Discuss module to facilitate internal team discussions related to customer inquiries and sales.
- Lead Distribution & Tracking: Designed a process for the team leader to allocate leads efficiently and track sales performance.
- Real-time Analytics: Enabled advanced reporting capabilities within Odoo CRM to provide data-driven insights into sales performance.
By integrating these solutions, we ensured that all customer interactions were properly tracked, sales processes became more structured, and business insights became more accessible.
"This is our fastest project. Thanks to productive collaboration with the client, they started working fully in the system just 10 days after purchasing the licenses."
Head of the Odoo Department, SOLVVE
Oleg Vatsyak
Odoo CRM Module
Customized pipeline stages for structured sales processes.
Activities for Reminders
Automated follow-ups to improve customer engagement.
Discuss Module
Centralized team communication for better collaboration.
Leads & Opportunities Management
Improved sales tracking and lead distribution.
Real-time Reporting & Analytics
Provided sales insights for data-driven decision-making.
Results
1.
Fully centralized customer communication within Odoo CRM, ensuring all interactions are recorded in one place.
2.
Automated follow-ups and reminders using Activities, reducing the risk of missed opportunities without additional software costs.
3.
Enhanced sales performance tracking with real-time analytics, allowing the team to make informed business decisions.
4.
Within just two weeks, we implemented a solution that empowered the Droplet team to seamlessly transition to the new system, equipping them with an intuitive sales management tool and efficient customer communication channels.
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