Project Overview
The client is a manufacturer of vegetable oils and animal fats with an active B2C sales model.
The main goal was to structure the process of handling a large volume of incoming leads and establish control over the sales team’s performance.
Business Challenges
The company faced typical issues common in high-volume B2C sales:
❌ large number of incoming contacts
❌ unstructured lead handling process
❌ lack of visibility into sales activities
❌ difficulty in monitoring manager performance
❌ no clear KPI tracking
❌ previous CRM systems failed due to limited customization
As a result, some leads were processed inefficiently or lost.
Solution
Netframe implemented a customized Odoo CRM system, tailored to the client’s business processes:
Structured sales pipeline
Lead tracking and management
Team performance visibility
Flexible customization
What Was Implemented
Business Analysis
- identified key stages of lead processing
-
mapped the sales team workflow
- defined system requirements
Odoo CRM Implementation
- centralized lead and customer database
-
unified interface for managing contacts
- tracking of all interactions
Sales Pipeline Setup
- custom pipeline structure
-
defined stages from first contact to deal
- full control over lead progression
no lead is lost in the process
Sales Team Control
- visibility into each manager’s activity
- tracking actions per lead
- structured performance monitoring
Analytics & KPI Tracking
- basic reporting on leads and sales
- performance evaluation of managers
- identification of bottlenecks
Team Training
- user onboarding and training sessions
-
adaptation to the new system
- smooth transition without productivity loss
How it works in Odoo
Key point: every action and lead status is recorded in the system
Business Impact
Structured lead management
Full control over the sales process
Transparency in team performance
Ability to track KPIs
Reduced lead loss
Current Status
After implementation, cooperation continues in the format of:
-
technical support
-
system improvements
- ongoing user assistance
The implementation of Odoo CRM allowed the company to structure its lead management process, gain full visibility into sales activities, and build a foundation for managing performance based on data rather than intuition.
Want to structure your sales process and gain full control over your team’s performance?
Let’s talk — we’ll show you how to implement it with Odoo.