This document provides information about OpenERP and its modules for Customer Relationship Management, Services Management, Point of Sale Management, and Human Resources Management. It describes the features and benefits of each module and includes an agenda for "Get on Board" training sessions that will provide hands-on instruction over several days. The training sessions will help users learn how to use the modules to manage key business functions like sales, customer service, inventory, and employees. The document also provides contact information for the OpenERP QuickStart Team to help users get started with the software.
Established step-by-step directions to help clients get to checkout without any blocking problems. Allow product hunting easier by having set product attributes (size, colour, power, etc.). To convert abandoned or lost carts into orders you may search, mail and launch marketing automation on them.
Odoo Experience 2018 - Organize Your Operations in a Startup Environment
A startup is always running full speed! You need a powerful IT architecture to support it:
- Build a community,
- Come up with an offer very quickly,
- Service delivery & tracking,
- Methodic invoicing with a good follow-up,
- Reactive customer support (live chat, video chat),
- Rating, etc.
During this presentation we'll cover all of this and more!
An Ounce of Validation = a Pound of Pivot by LinkedIn PM
Main takeaways:
- How even basic impact sizing and user validation can save you and your team a lot of pain and effort in the long run
- Real-world examples of the consequences of skipping validation, along with more successful applications
- Strategies for creatively validating ideas in different situations (low-data, B2B, B2C, web, mobile)
We are launching a game-changing cloud-enabled business management system in South Africa that has transformed and simplified SMMEs worldwide.
I'd like to meet with you to hear about your business needs and requirements.
In return, you will get a free LIFETIME licence of this innovative and easy-to-customize business solution that is tailor-made for manufacturing companies 1C:Drive
Kanban for Procurement - A SwiftKanban Customer Case Study
A presentation by Gigante Consultoria, Brazil on their successful consulting with Poiesis – a Culture, Language and Literature Support Institute - to improve their Procurement Process, using Kanban and SwiftKanban
Manjunath Krishna has over 8 years of experience in sales operations, order management, business analysis, and supply chain management. He has a proven track record of managing teams, implementing process improvements, and analyzing metrics to improve performance. Currently seeking a new position to utilize his experience in customer relationship management and bring value to a new organization.
In this webinar, Josh Adam from inta maintenance breaks down how small to medium-sized businesses can adopt a simple yet effective fleet maintenance process and incorporate it into daily operations.
A Path to Predictability at Scale - Sales Workshop for Foundation CapitalJoanne Chen
- how to assess product/market fit using the sales process
- how to design the first sales process and teach someone else to sell your product predictably
- how to move from qualitative sales to data-driven sales
- how to scale a sales org and use data to measure success
- a lot more!
A Roadmap for a Successful P2P Automation JourneyKissflow
This document provides an overview of e-procurement and the benefits it provides as well as barriers to digital transformation in procurement. It outlines a roadmap for a successful automation journey including developing a digital strategy, identifying champions, educating stakeholders on benefits, running a pilot program, training users, and reviewing results. An ROI calculator is included to estimate potential savings. The document also describes Kissflow's procurement solution and provides an example customer case study.
Established step-by-step directions to help clients get to checkout without any blocking problems. Allow product hunting easier by having set product attributes (size, colour, power, etc.). To convert abandoned or lost carts into orders you may search, mail and launch marketing automation on them.
Odoo Experience 2018 - Organize Your Operations in a Startup EnvironmentElínAnna Jónasdóttir
A startup is always running full speed! You need a powerful IT architecture to support it:
- Build a community,
- Come up with an offer very quickly,
- Service delivery & tracking,
- Methodic invoicing with a good follow-up,
- Reactive customer support (live chat, video chat),
- Rating, etc.
During this presentation we'll cover all of this and more!
An Ounce of Validation = a Pound of Pivot by LinkedIn PMProduct School
Main takeaways:
- How even basic impact sizing and user validation can save you and your team a lot of pain and effort in the long run
- Real-world examples of the consequences of skipping validation, along with more successful applications
- Strategies for creatively validating ideas in different situations (low-data, B2B, B2C, web, mobile)
1C Drive SA. Rise SA Business Solutions Ilia Shikhov
We are launching a game-changing cloud-enabled business management system in South Africa that has transformed and simplified SMMEs worldwide.
I'd like to meet with you to hear about your business needs and requirements.
In return, you will get a free LIFETIME licence of this innovative and easy-to-customize business solution that is tailor-made for manufacturing companies 1C:Drive
Kanban for Procurement - A SwiftKanban Customer Case StudyMahesh Singh
A presentation by Gigante Consultoria, Brazil on their successful consulting with Poiesis – a Culture, Language and Literature Support Institute - to improve their Procurement Process, using Kanban and SwiftKanban
Manjunath Krishna has over 8 years of experience in sales operations, order management, business analysis, and supply chain management. He has a proven track record of managing teams, implementing process improvements, and analyzing metrics to improve performance. Currently seeking a new position to utilize his experience in customer relationship management and bring value to a new organization.
Odoo training 2016 - Apagen Solutions Pvt. ltd.Gaurav Kumar
Apagen has offered Functional, Technical and Modular courses with more than 5000 people already trained all around the world! With the release of Odoo, we will continue to offer a job-relevant, hands-on training curriculum; and a consistent training experience worldwide! That means to our customers, listening to the market, and taking account developments in the job roles and backgrounds of those working with Odoo today.
Shopify Retail Tour - Mailchimp Email MarketingShopify
This document discusses how to use email marketing effectively for e-commerce businesses. It recommends focusing on building an email list, writing clear and targeted emails, and connecting email data to sales. The document also covers personalizing emails based on customer data, testing emails through optimization, and setting up automated emails for tasks like abandoned cart recovery. The overall goal is to use email marketing to drive more revenue, awareness, and customer retention through relevant personalized messages.
Quick Wins for Tour Operators - ETOA Showcase Digital ConferenceOpen Destinations
Open Destinations CEO Kevin O'Sullivan discusses the quick win approach to technology projects. Open Destinations continues to see a trend among tour operators for a balance of short-term, tactical plans running alongside the long-term technology strategy.
Open Destinations has published a new report of the Top 5 Quick Wins for Tour Operators. To request a copy of the report, visit opendestinations.com/quickwins
ERPNext is an integrated web-based ERP software that helps manage all aspects of a business in one application. It contains modules for accounting, CRM, HR, manufacturing, POS, project management, purchasing, sales, and warehouse management. ERPNext is less costly than traditional ERPs since it is web-based and easier to configure and use with a modern interface. It allows for tracking invoices and payments, maintaining inventory levels, managing tasks and projects, and integrating front and back office functions for improved information visibility across the business.
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
-------------
One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
How to Avoid the Pitfalls of ABM, Rich Rodgers, Forrester B2B Summit 2021Demandbase
This document outlines tips for avoiding pitfalls when implementing account-based marketing (ABM). It discusses:
1) Getting key stakeholders to invest time by setting realistic expectations and educating teams on ABM.
2) Educating the entire team on what ABM is and how it differs from traditional marketing.
3) Increasing ABM adoption through small pilot campaigns that define success metrics and visualize results.
4) Mature ABM initiatives over time by starting with one-to-many campaigns and advancing to more personalized one-to-one engagement as accounts progress.
This document provides insights and tools for building an effective enterprise sales team and process. It discusses how to define the ideal customer profile, conduct prospecting and account research, execute the discovery and qualification process, manage marketing funnel vs flywheel dynamics, leverage proofs of concept, and craft competitive enterprise commercial proposals. Specific recommendations are given for sales team hiring and training, prospecting tools, managing the sales process for complex deals, and optimizing marketing activities to drive inbound leads.
The document discusses implementing process-based sales management to improve sales performance. It describes symptoms that indicate a company would benefit from this approach, such as a sales performance gap or lack of communication between departments. The benefits are identified as boosting sales productivity, identifying bottlenecks, and enabling continual improvement. Key aspects covered include setting goals, defining roles and responsibilities, mapping processes, setting KPIs, and change management techniques for adoption. Automation is highlighted as essential for managing and monitoring processes. The outcome is a clear picture of actions and real performance metrics to analyze and improve sales.
Complete ERP Solution for Service Industry with CRM, Project Management, Inventory, Warehouse, Accounts, etc. Manage your after sales service very efficiently.
Timesheet Workshop: The Timesheet App People Love!Odoo
This document introduces an app called Awesome Timesheet that allows users to track their working times, manage employees, work offline anywhere, and report and analyze data. It provides a demonstration of the app's features including tracking product, sales, projects, timesheets, employee management, and reporting on a website.
This document discusses using the Google model-viewer widget to display and interact with 3D models in the GLB format within Odoo. It describes addons developed to integrate 3D product viewing into the backend, frontend, and e-commerce sections of Odoo. The document also provides background on glTF as an open standard for 3D content and the model-viewer library, which is based on three.js and allows easy 3D model embedding on websites. Future steps discussed include expanding AR capabilities on mobile browsers and converting models to the required glTF format.
The document announces an Odoo Experience online event, unveiling the new features of Odoo 14. It promotes sessions on topics like ROI analysis for ERP selection, website design tips, supply chain management, and HRMS. Speakers will provide insights into Odoo's ORM and certification. Attendees can participate in surveys, quizzes and choose their adventure for a digital CEO roleplay game. The event aims to deliver an amazing experience for amazing attendees.
Extending Odoo with a Comprehensive Budgeting and Forecasting CapabilityOdoo
Essatto is a budgeting and forecasting software that integrates with Odoo. It was implemented by Global Car Sales, a company that sells cars globally using Odoo. Essatto streamlined Global Car Sales' forecasting processes by capturing forecasts at a more detailed item level, providing historical sales data to salespeople, automatically consolidating submissions, and producing interactive daily/weekly reports. It also enabled powerful budgeting, data analysis, reporting tailored to different user needs, flexibility to changes, and importing data from multiple sources including Odoo.
Managing multi-channel selling involves selling through multiple online and offline sales channels. This allows sellers to reach more customers but also presents challenges in order management, fulfillment, and inventory management across channels. Odoo and Emipro provide integrated solutions to help sellers manage orders, inventory, products, and reporting across marketplaces, e-commerce platforms, and brick-and-mortar stores in a centralized system. Emipro's solutions sync inventory, orders, and products across channels; integrate with popular marketplaces, shipping carriers, and warehouses; and provide inventory and sales reporting.
The Product Configurator allows for simple setup and flexibility. It can help sales go faster by integrating with a company's website, point of sale systems, and manufacturing processes. The Configurator aims to streamline operations.
Accounting Automation: How Much Money We Saved and How?Odoo
This document discusses the benefits of automating finance and accounting processes. It finds that digitizing and automating invoice processing, purchase-to-pay, and order-to-cash can significantly reduce costs compared to traditional paper-based manual processes. Specific cost savings identified include reducing processing times for invoices from over 25 minutes to just 1-2 minutes. The break-even point for automating typically occurs within 12 months for companies processing over 100 invoices per month. Automation is recommended for companies of all sizes and industries to improve efficiency and cash flow management.
1. Camptocamp developed an open source WMS and SCM ecosystem for Odoo to meet the complex needs of a major medical logistics customer.
2. Key features include integrated procurement, warehouse management, order processing, delivery, and replenishment powered by Odoo applications and custom developments.
3. A case study of the customer's operations highlights the various storage types, equipment, and end-to-end supply chain flows managed through the system.
Transition from a cost to a flow-centric organizationOdoo
The document discusses transitioning from a traditional cost accounting approach to a throughput accounting approach based on the Theory of Constraints. It explains that traditional cost accounting focuses on profit margins by product, but this does not consider system constraints. The Theory of Constraints identifies the constraint in a production system and prioritizes production to maximize throughput. The document provides an example of a clothing company that increases profits by identifying sewing capacity as the constraint and allocating production accordingly. It advocates adopting a demand-driven operating model to further elevate system constraints and improve inventory, lead times, and alignment between strategy and operations.
This document summarizes how a distance university runs its operations using Odoo. It discusses the university's study programs and key metrics like employee and student counts. It then outlines how Odoo provides functionality for expenses, HR, accounting, ticketing, mailing and more. Apps are used for areas like admissions, student/teacher/evaluation portals, and connecting to the learning management system. Business intelligence tools give insights into enrollments. HR modules cover leaves, attendance and expenses while finance manages accounting, budgets and reporting. The university aims to improve recruitment, integrate its website and enhance CRM and marketing in the coming years.
Sodexis is an Odoo partner that specializes in implementing Odoo to help manufacturing and distribution companies improve efficiency. Cecilie Barreto, a business analyst at Sodexis, gave a presentation on implementing purchase order down payments in Odoo, demonstrating how to configure, register, and apply down payments to final invoices and reviewing the corresponding journal entries. The presentation also discussed other apps Sodexis offers to help customers, such as payment processing, EDI connectors, credit management, and inventory availability checking.
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach foodOdoo
The document provides information about Port Cities Group, an Odoo consulting firm that has been helping businesses grow since 1997. It lists Jakub Smolka as the Director of Consulting, with teams located in various countries. Port Cities has implemented Odoo solutions in over 25 projects across multiple countries. The rest of the document outlines the story of 3Sach Food, a client that went through a multi-phase Odoo implementation with 120 employees across 10 stores and 2 kitchen studios over 2 years.
This document describes a customer success story of a San Francisco-based company that provides personal emergency medical alert services. The company was facing challenges with its previous technology stack, including a lack of integrated contact center experience. It implemented a new technology solution from Brainvire using Odoo for CRM, accounting, ecommerce, and integration. This enabled an improved omni-channel customer experience, streamlined subscription payments and billing, quick transformation of business processes and technology, improved integration with third parties, and customization to fit the company's unique business needs and practices. The new solution enhanced processes, automated shipping with third parties, and provided cost effectiveness and real-time communication across the organization.
Preventing User Mistakes by Using Machine LearningOdoo
This document discusses an anomaly detection module for inventory management created by Bista Solutions to prevent user errors in Odoo. It describes common user mistakes like incorrect tagging or data entry that can cause inventory issues. The machine learning module is trained on inventory data patterns to identify anomalies and alert users. This helps prevent damages from inventory mistakes by users in remote locations or from barcode tagging errors. A case study shows it provided better visibility and avoidance of human errors for robust inventory management.
Becoming an Odoo Expert: How to Prepare for the Certification Odoo
Port Cities Group is a consulting firm that has helped businesses grow since 1997. It has implemented Odoo in several countries and has branches in Mexico, Japan, Hong Kong, Vietnam, Malaysia, Singapore, Indonesia, Australia, the UK, and Colombia. The document provides tips for preparing for the Odoo certification exam, including doing homework in the Odoo e-learning system, following business logic through cases, learning Odoo principles like functions and models, and understanding the exam format.
Instant Printing of any Odoo Report or Shipping LabelOdoo
Odoo Direct Printing allows users to print documents like shipping labels and delivery slips directly from Odoo without needing to download files or use additional software. It works with both local and remote Odoo installations via an app and Printnode client. Case studies showed companies saving 70-80% efficiency by automating printing tasks like labels from warehouse apps. The solution integrates subscription plans directly in Odoo and provides a Raspberry Pi installation for easy setup.
Pavel Sodomka discusses his company Simple Hardware's migration from various tools like Vtiger, Hubspot, and Shopify to Odoo. Some key reasons for migrating to Odoo included needing integrated inventory management, manufacturing workflows, and e-commerce capabilities. While the migration process revealed documentation and support issues, Odoo provided a remarkably integrated system at a fair price. Odoo's customizability and growing community were major benefits, but it still lacks some modern features like live chat. With improvements to documentation, support, and responsiveness, Odoo could better compete with alternatives like Hubspot and Shopify.
An invited talk given by Mark Billinghurst on Research Directions for Cross Reality Interfaces. This was given on July 2nd 2024 as part of the 2024 Summer School on Cross Reality in Hagenberg, Austria (July 1st - 7th)
How RPA Help in the Transportation and Logistics Industry.pptxSynapseIndia
Revolutionize your transportation processes with our cutting-edge RPA software. Automate repetitive tasks, reduce costs, and enhance efficiency in the logistics sector with our advanced solutions.
Best Programming Language for Civil EngineersAwais Yaseen
The integration of programming into civil engineering is transforming the industry. We can design complex infrastructure projects and analyse large datasets. Imagine revolutionizing the way we build our cities and infrastructure, all by the power of coding. Programming skills are no longer just a bonus—they’re a game changer in this era.
Technology is revolutionizing civil engineering by integrating advanced tools and techniques. Programming allows for the automation of repetitive tasks, enhancing the accuracy of designs, simulations, and analyses. With the advent of artificial intelligence and machine learning, engineers can now predict structural behaviors under various conditions, optimize material usage, and improve project planning.
論文紹介:A Systematic Survey of Prompt Engineering on Vision-Language Foundation ...Toru Tamaki
Jindong Gu, Zhen Han, Shuo Chen, Ahmad Beirami, Bailan He, Gengyuan Zhang, Ruotong Liao, Yao Qin, Volker Tresp, Philip Torr "A Systematic Survey of Prompt Engineering on Vision-Language Foundation Models" arXiv2023
https://arxiv.org/abs/2307.12980
Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Em...Erasmo Purificato
Slide of the tutorial entitled "Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Emerging Trends" held at UMAP'24: 32nd ACM Conference on User Modeling, Adaptation and Personalization (July 1, 2024 | Cagliari, Italy)
The Rise of Supernetwork Data Intensive ComputingLarry Smarr
Invited Remote Lecture to SC21
The International Conference for High Performance Computing, Networking, Storage, and Analysis
St. Louis, Missouri
November 18, 2021
7 Most Powerful Solar Storms in the History of Earth.pdfEnterprise Wired
Solar Storms (Geo Magnetic Storms) are the motion of accelerated charged particles in the solar environment with high velocities due to the coronal mass ejection (CME).
The DealBook is our annual overview of the Ukrainian tech investment industry. This edition comprehensively covers the full year 2023 and the first deals of 2024.
Quantum Communications Q&A with Gemini LLM. These are based on Shannon's Noisy channel Theorem and offers how the classical theory applies to the quantum world.
RPA In Healthcare Benefits, Use Case, Trend And Challenges 2024.pptxSynapseIndia
Your comprehensive guide to RPA in healthcare for 2024. Explore the benefits, use cases, and emerging trends of robotic process automation. Understand the challenges and prepare for the future of healthcare automation
Quality Patents: Patents That Stand the Test of TimeAurora Consulting
Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality.
Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality.
Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality.
Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank?
** Episode Overview **
In this first episode of our quality series, Kristen Hansen and the panel discuss:
⦿ What do we mean when we say patent quality?
⦿ Why is patent quality important?
⦿ How to balance quality and budget
⦿ The importance of searching, continuations, and draftsperson domain expertise
⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications
https://www.aurorapatents.com/patently-strategic-podcast.html
Choose our Linux Web Hosting for a seamless and successful online presencerajancomputerfbd
Our Linux Web Hosting plans offer unbeatable performance, security, and scalability, ensuring your website runs smoothly and efficiently.
Visit- https://onliveserver.com/linux-web-hosting/
Best Practices for Effectively Running dbt in Airflow.pdfTatiana Al-Chueyr
As a popular open-source library for analytics engineering, dbt is often used in combination with Airflow. Orchestrating and executing dbt models as DAGs ensures an additional layer of control over tasks, observability, and provides a reliable, scalable environment to run dbt models.
This webinar will cover a step-by-step guide to Cosmos, an open source package from Astronomer that helps you easily run your dbt Core projects as Airflow DAGs and Task Groups, all with just a few lines of code. We’ll walk through:
- Standard ways of running dbt (and when to utilize other methods)
- How Cosmos can be used to run and visualize your dbt projects in Airflow
- Common challenges and how to address them, including performance, dependency conflicts, and more
- How running dbt projects in Airflow helps with cost optimization
Webinar given on 9 July 2024
Coordinate Systems in FME 101 - Webinar SlidesSafe Software
If you’ve ever had to analyze a map or GPS data, chances are you’ve encountered and even worked with coordinate systems. As historical data continually updates through GPS, understanding coordinate systems is increasingly crucial. However, not everyone knows why they exist or how to effectively use them for data-driven insights.
During this webinar, you’ll learn exactly what coordinate systems are and how you can use FME to maintain and transform your data’s coordinate systems in an easy-to-digest way, accurately representing the geographical space that it exists within. During this webinar, you will have the chance to:
- Enhance Your Understanding: Gain a clear overview of what coordinate systems are and their value
- Learn Practical Applications: Why we need datams and projections, plus units between coordinate systems
- Maximize with FME: Understand how FME handles coordinate systems, including a brief summary of the 3 main reprojectors
- Custom Coordinate Systems: Learn how to work with FME and coordinate systems beyond what is natively supported
- Look Ahead: Gain insights into where FME is headed with coordinate systems in the future
Don’t miss the opportunity to improve the value you receive from your coordinate system data, ultimately allowing you to streamline your data analysis and maximize your time. See you there!
Blockchain technology is transforming industries and reshaping the way we conduct business, manage data, and secure transactions. Whether you're new to blockchain or looking to deepen your knowledge, our guidebook, "Blockchain for Dummies", is your ultimate resource.
Kief Morris rethinks the infrastructure code delivery lifecycle, advocating for a shift towards composable infrastructure systems. We should shift to designing around deployable components rather than code modules, use more useful levels of abstraction, and drive design and deployment from applications rather than bottom-up, monolithic architecture and delivery.
TrustArc Webinar - 2024 Data Privacy Trends: A Mid-Year Check-InTrustArc
Six months into 2024, and it is clear the privacy ecosystem takes no days off!! Regulators continue to implement and enforce new regulations, businesses strive to meet requirements, and technology advances like AI have privacy professionals scratching their heads about managing risk.
What can we learn about the first six months of data privacy trends and events in 2024? How should this inform your privacy program management for the rest of the year?
Join TrustArc, Goodwin, and Snyk privacy experts as they discuss the changes we’ve seen in the first half of 2024 and gain insight into the concrete, actionable steps you can take to up-level your privacy program in the second half of the year.
This webinar will review:
- Key changes to privacy regulations in 2024
- Key themes in privacy and data governance in 2024
- How to maximize your privacy program in the second half of 2024
2. What am I looking for ?
Customer Relationship Management
Manage my leads
Optimize my Sales Cycle
Create customized dashboards
Improve my sales reporting
Communicate with customers and colleagues
Control & Manage my sales forecasts
and much more …
Services Management
Manage my customer contracts
Optimize and analyze my time management
Manage, analyse & trace my issues
Create customized dashboards
Perform project management
Trace my invoices
Manage my helpdesk
and much more …
Point(s) of Sale Management
Manage products and product categories
Manage your inventories
Manage inbound shipments
Manage delivery orders
Configure your payment methods
Manage sales journals
and much more …
Human Resources Management
Manage my employees
Leaves administration
Create, control & invoice timesheets
Manage & track expenses
Organise the recruitment process
Plan and follow-up on appraisals
and much more …
3. What’s in it for me ?
A.The OpenERP Entreprise Contract (1 year) covering:
a. Unlimited bugfix service
b. “One Click” update
c. Functional support
d. Migration
e. Online hosting
B. The “Get on Board” Hands-on Training (4 options):
a. Customer Relationship Management – 3 days
b. Services Management – 3 days
c. Point(s) of Sale Management – 2 days
d. Human Resources Management – 2 days
C. On-site consulting (minimal 2 days)
How do we work?
1. Together, we qualify your main business needs and retain a key
area.
2. We prepare a tailored demonstration with your own data.
3. We organize a session of 2 hours together with a functional
consultant.
4. We train you on a dedicated module (CRM, Services, PoS or HR).
5. We deploy your instance with a functional consultant.
Qualification (1), demo configuration (2) & live demonstration (3)
are
FREE OF CHARGE!
4. GET ON BOARD PROGRAM
Customer Relationship
Management
Day 1 - CRM Features
AM Session
Get started with OpenERP
● Discover Views and Search/Filter features
○ List, Form, Calendar, Graph, Kanban, Gantt
views
○ Basic search
○ Group by
○ Advanced search
○ Tool tips
● Print and attach Documents
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Install / Update / Remove modules
● Configure your Company
● Use Social Network features inside OpenERP:
○ Chatter
○ Email box / To-do
○ Discussion Groups
○ Notes
Get started with OpenERP Online
PM Sessions
Manage your Address Book
● Register your Contacts (Companies or
Addresses/Consumers)
● Find and Sort your Contacts using Filters
● Categorize your Contacts
● Use LinkedIn to populate your Adress Book
Manage your Leads
● Store your Business Cards effectively
● Generate Leads automatically based on a received Email
● Analyze and Organize your Leads
Optimize your Sales Cycle through Opportunities
● Convert Leads into Customers or Opportunities
● Adapt OpenERP to your Sales Organization through:
○ Sales Teams
○ Key Steps of your Presale Cycle
● Plan the Next Action and the Deadline date
● Plan your Meetings & Calls Effectively
Keep track of your Customer’s History
● Track Leads, Opportunities and Sales Orders of each
Customer
● Store Attached Documents
“Training goes far beyond the expectations and
further in details. We see the real product ‘live’
with demos and beyond the field of CRM.”
P. Wautier (Sonbae academy)
Day 2 - Sales Flow
AM Session
Register your Products
● Characterize the Product: Price, Type, Procurement
Method, Supply Method
● Categorize it
● Define Units of Measure
Process your Sales Flow
● Encode and configure your Orders (Invoicing Policy,
Delivery Policy)
● Keep track of open Orders
● Sales to Invoicing
○ Advance Payment
○ Partial Payment
● Analyse your Sales & Invoices data
PM Session
Customize your Sales Processes
● Define Packaging
● Manage Alerts
● Keep track of your Margins by Product and on Sales Orders
Convert a Prospect into a Customer
● Create a Quotation and a Customer from a
Lead/Opportunity
Manage Aftersale Services
● Create a Claim (on the fly or automatically from a received
Email)
● Characterize the Claim: Topic, Deadline, link with other
Documents (i.e. Sales Order), Actions to perform
● Communicate internally and with the Customer
Day 3 - Advanced Configuration
AM Session
Manage Pricelists
● Create Pricing Policies (Tariff Grids)
● Assign Pricelists to Customers
● Manage Currencies
● Manage Carriers & Transport Costs
Import your own data
● Import your Customers
● Import your Products
PM Session
Advanced Features
● Configure a Public platform for external people (prospects,
etc.)
● Configure a Portal platform for your Customers (Sales
Orders, Invoices, etc.)
● Set up Automated Actions (assign a specific Salesman, add
a default record Follower, etc)
● Customize your Reports through Report Designer &
Customize your Email templates
5. Services Management
Offering your Services to your Customers
Processing the Invoicing
Managing your Customers
Accounts/Contracts
Keeping track of your Activities/Time spent
Day 1 - Customers & Services
AM SESSION
Get started with OpenERP
● Discover Views and Search/Filter features
○ List, Form, Calendar, Graph, Kanban, Gantt
views
○ Basic search
○ Group by
○ Advanced search
○ Tool tips
● Print and attach Documents
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Install / Update / Remove modules
● Configure your Company
● Use Social Network features inside OpenERP:
○ Chatter
○ Email box / To-do
○ Discussion Groups
○ Notes
Get started with OpenERP Online
PM SESSION
Manage your Address Book
● Register your Contacts (Companies or
Addresses/Consumers)
● Find and Sort your Contacts using Filters
● Categorize your Contacts
● Use LinkedIn to populate your Adress Book
Register your Products
● Characterize the Product: Price, Type
● Categorize it
● Define Units of Measure
Process your Sales Flow
● Encode and configure your Orders (Invoicing Policy,
Delivery Policy)
● Keep track of open Orders
● Sales to Invoicing
○ Advance Payment
○ Partial Payment
● Analyse your Sales & Invoices data
Day 2 - Manage Contracts & Activities
AM SESSION
Create Customer Accounts/Contracts
● Create Contracts for Customers:
○ Prepaid amount
○ Time Material basis
● Define the application Dates and the Terms of the Contract
● Configure the Reinvoicing based on Orders, Timesheets,
Expenses
● Renew Contracts
● Create Contract templates
Plan and follow your Activities through Projects
● Create your Projects and associated Tasks
● Define Stages in your Processes
● Delegate Tasks
● Track Issues and manage Issues Escalation (from one
operational Level to another)
Record Activities/Expenses
● Associate Activities to Tasks
● Record Timesheets/Expenses
● Manage the Reinvoicing of those records
● Associate Revenues and Costs to Employee’s Work
Introduction to Analytic Accounting
● Create your Analytic Journals & Accounts
● Track Costs and Revenues associated to an Analytic
Account
PM SESSION
Customize your Sales Processes
● Manage Alerts
● Keep track of your Margins by Product and on Sales Orders
Convert a Prospect into a Customer
● Create a Quotation and a Customer from a
Lead/Opportunity
Manage Aftersale Services
● Create a Claim (on the fly or automatically from a received
Email)
● Characterize the Claim: Topic, Deadline, link with other
Documents (i.e. Sales Order), Actions to perform
● Communicate internally and with the Customer
Day 3 - Advanced Configuration
AM SESSION
Manage Pricelists
● Create Pricing Policies (Tariff Grids)
● Assign Pricelists to Customers
● Manage Currencies
Import your own data
● Import your Customers
● Import your Products/Services
PM SESSION
Advanced Features
● Configure a Public platform for external people
● Configure a Portal platform for your Customers
(Sales Orders, Invoices, etc)
● Customize your Reports through Report Designer
● Customize your Email templates
6. Point(s) of Sale Management
Purchasing, Storing and Reselling Products
Day 1 - Purchase Products to Suppliers
The introduction to OpenERP is suggested through an
online video to watch before coming at the Get on
Board session.
AM SESSION
Register your Products
● Characterize your Products: Type, Procurement Method,
Supply Method, Cost, Price
● Categorize your Products
● Register Suppliers & Associate them to your Products
PM SESSION
Purchase those Products
● Define your Purchase Process:
○ Invoicing & Shipping policies
○ Communicate with your Suppliers
○ Customize the Process: validation steps,
requisition
Store the received products
● Ship the incoming Products
● Learn to analyse your Stock Reports
Set up your Point of Sale:
● Configure your Payment Methods and your Sales Journal
● Define your Shops
● Configure your Products for Point of Sale operations
“Training has exceeded expectations. Given the
implementation time of our previous software,
I’ve never imagined being able to leave the
training with a database ready for use. (…) we
can already use the system point of sale for our
store” R. Soenen (Neolabo)
Day 2 - Sell your Products
AM SESSION
Handle Customer Orders
● Open a Session
● Register PoS Orders
● Multi ticketting
● Scanning
● Invoicing
● Validating the Accounting Entries
Manage Cash Operations
● Register the Cash content before and after a Sale Session
● Cash-in / Cash-out Operations
Reporting
● Access to your reporting tools (Sales, Stock, Accounting)
PM SESSION
Supplier Pricelists
● Register Supplier’s Pricelists
Manage the Storage
● Follow Stock Moves
● Operate an Inventory
● Manage Traceability: Serial Numbers, Packs
Import your own data from your old system to
OpenERP
● Import your Suppliers
● Import your Products
7. Human Resources Management
Managing your Employees Repository,
Leaves, Timesheets, Expenses, Recruitment
Process, Appraisals
Day 1 - Employees, Leaves &
Timesheets/Expenses
The introduction to OpenERP is suggested through an
online video to watch before coming at the Get on
Board session.
AM SESSION
Get started with OpenERP Online
Register your Employees
● Encode your Employee data
● Assign Employees to Jobs & Department
● Attach Documents to the Employee Form
Manage Employee Vacations
● Configure different types of Leaves
● Allocate Leaves to your Employees
● Encode Leave Requests
● Get a Leave Summary for each Employee
● Configure the Leave validation process
PM SESSION
Manage Employee Expenses
● Record Employee Expenses
● Process the Refund
Record Timesheets
● Record Timesheets and associate them to your
Projects/Activities/Departments
● Process their Reinvoicing to Customers
● Follow Attendances
Introduction to Analytic Accounting
● Create your Analytic Accounts
(Projects/Activities/Departments)
● Track Revenues and Expenses associated to
Timesheets/Expenses
Day 2 - Recruitment, Appraisals, Advanced
Configuration
AM SESSION
Manage your Recruitment Process
● Record Applications (on the fly or automatically from
received Emails)
● Define your Recruitment Process
● Define the Recruitment Expectations by Job
● Communicate with Applicants thanks to the Social Network
features
Introduction to Surveys & Appraisals
● Create your own Questionnaires
● Define your Appraisal Process
● Fill in Appraisal Questionnaires
● Consult Results
PM SESSION
Advanced Features
● Configure a Public platform for Applicants (with offered
Jobs, Company News, etc.)
● Customize Emails