Odoo CRM and Sales Automation for International B2B Service Provider
This project was a full transformation of the client’s sales ecosystem. The objective was to eliminate manual processes, bring consistency into follow ups, and connect CRM with service operations to enhance collaboration. Orbiixa conducted workflow mapping sessions with multiple international teams to understand variations in processes. Based on the findings, we crafted global CRM standards and trained sales professionals on using Odoo for pipeline management, customer nurturing and opportunity tracking. We integrated Odoo with their existing ERP and communication platforms to create a fully synchronized digital environment. With Krazio Cloud infrastructure supporting the deployment, the system was optimized for performance, security and scalability to support the client’s global expansion.
Key Features
Odoo CRM delivers powerful lead and pipeline management capabilities, allowing businesses to capture leads from multiple channels, qualify them efficiently, and track every interaction in a customizable pipeline. Its built-in sales automation features such as scheduled follow-ups, automated email sequences, and task reminders ensure consistent engagement with prospects. The platform’s intelligent forecasting tools help B2B service providers predict revenue, assess pipeline health, and make data-driven decisions. Integration with Odoo Invoicing, Projects, Marketing Automation, and Helpdesk enables seamless end-to-end delivery of contracted services. Additionally, multilingual and multi-currency support allows international teams to collaborate smoothly while offering a unified customer experience across regions.
Conclusion
Odoo CRM and Sales Automation provide a robust and scalable solution for international B2B service providers looking to improve their sales efficiency, customer management, and global operations. By centralizing data, automating repetitive tasks, and integrating critical business functions, Odoo empowers companies to boost productivity, shorten sales cycles, and enhance customer satisfaction. Its flexibility, cost-effectiveness, and deep customization capabilities make it an ideal platform for organizations aiming to expand their global footprint while maintaining complete control over their sales processes.
What Client Says...
Isabella Montrose
Head of Global SalesOrbiixa helped us completely redefine our sales structure. Their expertise in Odoo CRM made our processes more organized, transparent and efficient. Our teams across different regions now work cohesively and our conversion rates have improved significantly.
Challenge
The client was a global B2B service provider managing thousands of inquiries every month from multiple regions. Their sales team relied heavily on spreadsheets and third party CRM tools that were disconnected from their service delivery pipeline. Lead duplication was a frequent issue and follow ups were inconsistent due to manual tracking. The lack of centralized customer information made it difficult to maintain relationships and understand customer lifecycle behavior. Reporting was time consuming and managers had no clear visibility into sales targets, team performance or conversion patterns. The company needed an integrated CRM system connected with service operations to streamline the entire journey from lead generation to contract execution.
Solution
Orbiixa executed a comprehensive Odoo CRM implementation that unified all customer interactions in one centralized location. Our team customized lead scoring models, workflow automations, multi stage pipelines and automated communication triggers to improve follow up accuracy and reduce manual workload. We created region specific sales pipelines to match their international market structure and integrated email, telephony and marketing tools directly into Odoo. Custom dashboards were designed for sales managers to visualize real time performance indicators, revenue forecasts and campaign impact. By aligning CRM with service modules, Orbiixa enabled a continuous flow of information ensuring clients receive consistent and timely communication throughout the entire lifecycle.
Result
The introduction of Odoo CRM transformed the client’s sales operations into a more structured and predictable system. Automated workflows and smart lead scoring reduced response times, while sales teams gained instant access to complete customer histories for more personalized communication. Managers benefited from clear analytics on performance and conversion trends. Overall, the company saw an increase in qualified leads, higher win rates, reduced operational friction, and stronger customer relationships driving sustainable revenue growth.
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