Odoo ERP implementation: 16% boost in digital sales

Besides replacing the client’s legacy, custom-made ERP with the Odoo ecosystem, Innowise implemented CRM and built an AI chatbot as part of its digital transformation initiatives.

Customer

Industry

Retail, eCommerce

Region

USA

Client since

2023

Our customer is a US-based 50-employee industrial equipment and components retailer planning business expansion in the competitive landscape of eCommerce.

Detailed information about the client cannot be disclosed under the provisions of the NDA.

Challenge

Data silos and operational bottlenecks caused by outdated proprietary ERP

Over the past year, our client has been grappling with problems related to their proprietary ERP system, reporting functionality issues, integration challenges, slow performance, data silos, etc. The organization’s enterprise resource planning system was outdated and inefficient, resulting in operational bottlenecks, hindering data-driven decision-making, and preventing seamless information flow between departments. In pursuing an all-around digital overhaul, they sought a more modern and flexible ERP to provide the foundation for future growth, streamline merchant operations, improve analytics and reporting, enhance integration capabilities, and boost overall performance.

After analyzing the customer’s requirements, Innowise recommended Odoo as a replacement for legacy ERP to manage the retail pipeline, from initial touchpoints to completed deals. We chose Odoo as it is a highly customizable platform, allowing retailers to adapt the software to their specific business requirements.

Solution

Odoo implementation to automate business processes and enhance marketing metrics

Drawing upon our knowledge and experience, we selected Odoo as the ideal choice to replace the client’s outdated ERP system. We utilized its standard functions, which met 99% of their requirements, and additionally, we implemented on-demand features as needed.

ERP system

Initially, our project team automated all critical business processes, including inventory management, order processing, sales tracking, pricing policies, tax management, financial reports, and more.

Since Odoo’s flexibility allows for configuring standard functions to meet the retailer’s requirements, we set up default features. This included setting up product catalogs, defining pricing strategies, managing tax rules, and establishing supply chain workflows. As our customer requested, our specialists integrated auxiliary functionality to manage online sales and set up POS terminals for physical stores. In addition, they implemented advanced analytics tools that were not included in the standard configuration but were essential to their merchant operations.

Thus, combining basic and customizable options, we implemented an Odoo-based ERP that effectively manages inventory levels, purchase orders, and replenishment processes across the entire supply chain in real-time. Additionally, we configured:

Pricing and promotions

We set up flexible pricing and promotional strategies, enabling dynamic pricing rules and marketing campaigns, ensuring our client can adapt to market trends and customer needs as they change.

Tax management

Our experienced developers ensured compliance with tax regulations, helping the customer’s accountants apply tax rules, and saving them legal headaches and financial penalties.

Financial reporting

Lastly, we implemented powerful accounting and financial reporting modules that ensure compliance with US business standards, generate accurate reports, and track revenue, expenses, and profits.

CRM system

Following the ERP implementation, we proceeded with the CRM, customizing organizational units and basic functions as required. As a result of seamless CRM integration with ERP, we expanded the ERP’s functionality. Our project team built a centralized hub for managing customer data, leads, and interactions while supervising sales activities. As an example, when an order is created in the CRM system, the ERP system automatically generates a corresponding order, updating inventory levels and triggering fulfillment.

As for customer search, the CRM system centralizes client data, including contact details, purchase history, customer preferences, and communication logs. We made it easy for sales reps to access and update customer records.

As part of our automation initiatives, our skilled professionals envisioned the eCommerce pipeline from the initial touchpoint to delivery. Specifically, we set up pre-sale activities where sales representatives capture leads, assign them to specific sales representatives, and track each lead’s progress. Further, for active clients, we enabled lead scoring, sending automated email responses, and setting up reminders to better manage customer quotes and feedback. Through Odoo-based CRM, sales reps can also handle customer support inquiries, track service requests, and provide timely follow-ups, building and maintaining customer loyalty.

QR codes

Using QR codes, our project team advanced inventory management, allowing sales reps to track and label commodities correctly and streamline point-of-sale transactions. Moreover, we printed unique QR codes on the customer’s items, enabling quick and accurate identification, checkout, discounts, and promotions.

AI chatbot

Leveraging expertise in AI, our project team developed an intelligent chatbot equipped with advanced algorithms to automate rule-based activities, alleviate the burden on staff, and free up resources for more non-trivial, value-adding tasks. Through seamless integration with the client’s website, ERP, and CRM systems, we employed cutting-edge AI capabilities to understand user intent and generate relevant human-like responses in customer support.

Google ads

Recognizing the importance of a robust digital presence, we provided expert guidance on optimizing digital sales, advertising, and customer acquisition through Google Ads tools. This online advertising platform displays customer’s brief advertisements, service offerings, product listings, and other promotional materials. This leads to increased visibility, heightened targeted traffic, and a boost of visitors, resulting in significant demand growth.

Branding

Going beyond the digital domain, our accomplished specialists embarked on a brand transformation journey, including new logo development, corporate styles, and a revamped website appearance. Also, we introduced branded stickers and packaging, culminating in heightened brand awareness and a significant influx of new customers to the client’s website.

Technologies & tools

Front-end

HTML, CSS, JavaScript, React, Dialogflow, Rasa

Back-end

Python

Platform

Odoo ecosystem

Integration

Apache Kafka, RabbitMQ, Google Ads API

Database

PostgreSQL

Selenium, JMeter, Pytest

Process

Before implementing and customizing an Odoo-based ERP, Innowise’s business analysts conducted a comprehensive needs assessment. We worked closely with the client to understand their specific requirements, business processes, and pain points and decide on the best-fitted Odoo implementation methodology. Further, our specialists prioritized the requirements and delivered an MVP after two months of productive work, keeping the client informed through regular communication channels.

While building a CRM, we followed a similar path, exploring the project peculiarities and setting up organizational units and basic functions over two months. Meanwhile, we configured advanced features such as QR code compatibility, an intelligent AI chatbot, Google Ads support, adhering to the Scrum framework, and breaking down project scope into measurable 2-week sprints.Additionally, our project team helped the client with customer journey maps, updating logos, layouts, and brand books to ensure alignment with the new business vision and strategic goals.Upon project completion, we provided top-tier Odoo implementation services, replacing the customer’s outdated ERP with a feature-rich Odoo-based ecosystem to improve sales pipelines and bring visibility to retail analytics.

Team

Project Manager

Business Analysts

Front-End Developer

Back-End Developer

Odoo Developers

QA Engineers

Results

38% increase in website traffic after Odoo ERP implementation

Innowise has conducted a full-fledged Odoo implementation, freeing the customer from the shackles of obsolete ERP and business growth limitations. Besides customizing the ERP system, our talented specialists implemented an Odoo-based CRM for managing customer data and supervising business activities. Also, they integrated QR codes for precise inventory management, developed an artificial intelligence chatbot to manage customer support, and tweaked Google Ads to drive paid traffic.

Our solution comprises a finely tuned ensemble of features, each strategically designed and implemented to address the client’s unique challenges and usher in a new era of operational efficiency and growth. Our Odoo implementation company did not just implement a standalone ERP but underwent a multifaceted overhaul, modernizing all aspects of the company’s marketing activities, affecting profits.

Project duration

January 2023 - July 2023

16%

boost in digital sales

38%

increase in website traffic

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Odoo ERP implementation: 16% boost in digital sales

Customer

Challenge

Data silos and operational bottlenecks caused by outdated proprietary ERP

Solution