Odoo Sales App: Key Features, Integration and Case Study For Australia

Odoo Sales is a fully integrated sales management system designed to automate workflows, optimise sales cycles, and enhance customer engagement. Unlike other customer management solutions, Odoo Sales offers a modular, scalable approach tailored to the diverse needs of businesses - from SMEs to large enterprises - seeking customisable sales processes.

For Australian businesses, Odoo Sales is uniquely positioned to address these challenges by offering flexible pricing models, seamless third-party integrations, and industry-specific customisation.

This article covers key Odoo Sales features, seamless third-party integrations, and a real-world case study of an Australian business leveraging Odoo Sales for digital transformation. By the end, you'll understand whether Odoo Sales suits your operations and how to implement it effectively.

What Are Odoo Sales’ Key Features?

Odoo Sales offers a comprehensive suite of tools designed to optimise sales workflows, automate administrative tasks, and provide actionable business insights. From advanced quotation management and customisable commission structures to seamless communication tools and data-driven analytics, Odoo Sales empowers businesses to streamline operations and drive revenue growth.

The latest sales features in Odoo 18, unveiled during the Odoo Experience event in October 2024 by Odoo’s CEO, further refine its capabilities, making it a robust solution for Australian enterprises.

1. Latest Odoo Sales features in Odoo 18

Odoo 18 introduces enhanced tools for precise sales quotation management and customisable commission structures. Specifically, as described in the following image, the quotation calculator allows sales teams to generate accurate and competitive pricing options while ensuring profitability:

Additionally, the Sales Commissions module enables businesses to implement tailored commission frameworks that drive sales performance. The upgraded PDF quote-building tool enhances the professionalism of sales proposals, improving customer experience and conversion rates.

2. Smart quotation management

The smart quotation management system allows users to generate professional, customised quotations within seconds.

Watch this video to see how to create professional quotations with Odoo Sales:

Features such as predefined products, price lists, and reusable templates help Australian businesses save time and maintain pricing consistency. Integrated eSignature functionality enables swift customer approvals, accelerating deal closures.

3. Advanced order and contract management

With its order processing and contract management automation, Odoo Sales eliminates administrative inefficiencies. Businesses can handle subscriptions, recurring orders, and contract renewals seamlessly. The system also automates invoicing and billing, ensuring compliance with Australian financial regulations.

See the image below for a visual representation of the sales order dashboard in Odoo Sales, displayed in a Kanban view:

4. Efficient selling with a modern interface

Odoo Sales features an intuitive, user-friendly interface that simplifies sales processes. Sales representatives can efficiently manage customer interactions, track deals, and process orders with minimal effort. The platform is fully responsive, enabling access from desktops, tablets, and mobile devices for uninterrupted productivity.

The following screenshot illustrates the sales funnel dashboard in Odoo Sales, showcasing deal stages and progress tracking:

5. Comprehensive product and pricing control

Businesses can manage complex pricing structures, product variants, and promotional offers within Odoo Sales. The system supports multi-tiered pricing, volume discounts, and customer-specific price lists, ensuring flexibility in pricing strategies. Australian businesses benefit from GST compliance features and region-specific pricing adjustments.

The following screenshot showcases the product variants management dashboard in Odoo Sales:

6. Customer loyalty and promotional programs

Odoo Sales allows businesses to implement targeted promotional campaigns and loyalty programs. Discount automation, bundled offers, and membership-based pricing options help boost customer retention and increase sales. Integration with Odoo point-of-sale (POS), subscriptions, and e-commerce ensures consistency in promotional strategies across all sales channels.

The following image illustrates how businesses can create automation rules using the integrated Subscriptions app to streamline customer engagement and retention:

7. Actionable sales insights

Real-time dashboards and advanced analytics provide businesses with a data-driven approach to sales management. Custom reports, forecasting tools, and key performance indicators (KPIs) help teams monitor trends, measure success, and make informed decisions to optimise revenue streams. Australian businesses can leverage localised reporting functionalities to align with compliance and financial reporting standards.

See the image below for a sales commission report embedded in Odoo Spreadsheet, offering a clear financial overview for sales teams:

While Odoo Sales offers powerful standalone features, its true potential is unlocked when seamlessly integrated with other business systems. For Australian businesses, connecting Odoo Sales with CRM, inventory, accounting, and third-party tools ensures a unified sales ecosystem that enhances productivity and regulatory compliance. The next section explores how Odoo Sales integrations help businesses achieve a fully connected digital sales strategy.

Odoo Sales Integration For Australian Businesses

Odoo Sales integrates seamlessly with various business applications, allowing Australian companies to unify their operations and improve efficiency. Whether integrating with Odoo’s native ecosystem or connecting to third-party platforms, businesses can streamline sales, finance, logistics, and marketing functions to create a cohesive digital workflow.

1. Odoo ecosystem integration

Odoo Sales integrates effortlessly with other Odoo applications, providing a centralised business management platform. The illustration below describes how Odoo Sales connects with key Odoo applications to enhance operational efficiency:

• CRM: Enhances lead tracking, customer engagement, and sales forecasting by syncing data between Odoo Sales and Odoo CRM.
• Inventory: Ensures real-time stock level updates, automated reordering, and seamless fulfillment coordination for sales orders.
• Accounting: Streamlines invoicing, tax compliance (including GST), and revenue tracking, ensuring financial accuracy.
• Subscriptions: Manages recurring sales, automated billing, and contract renewals efficiently.
• Marketing Automation: Automates email campaigns, lead nurturing, and targeted promotions, directly linking marketing efforts to sales performance.
• Website: Integrates with eCommerce and online ordering systems, allowing businesses to manage online sales and customer interactions efficiently.

2. Third-party integrations

Beyond the Odoo ecosystem, Odoo Sales and the Havi team support various third-party integrations tailored to the Australian business landscape:

• CRM Software: Connects with Salesforce, HubSpot, and Zoho to synchronise customer data and enhance relationship management.
• Local Accounting Software: Integrates with Xero and MYOB for automated bookkeeping, compliance, and simplified financial reporting.
• Logistics Providers: Connects with Australia Post, Sendle, and Starshipit for real-time tracking, automated shipping rate calculations, and streamlined order fulfillment.
• Payment Gateways: Integrates with Stripe, PayPal, and Adyen for secure online payments, multiple transaction methods, and enhanced customer convenience.

A well-integrated sales system is crucial for scaling operations and ensuring efficiency. But how does Odoo Sales perform in a real-world business environment? The next section presents a case study of an Australian wholesale distributor, showcasing how Odoo Sales transformed their sales, logistics, and customer management processes.

A Case Study In Australia: Transforming Wholesale Distribution With Odoo Sales

Our client, a prominent Australian apparel wholesaler, faced critical inefficiencies in managing diverse customer groups, large-scale orders, and complex pricing structures. Their legacy system lacked the flexibility to handle wholesale-specific requirements, leading to operational bottlenecks and lost revenue opportunities.

Their critical challenges are illustrated below, highlighting the key obstacles that hindered their sales and distribution processes:

To address these needs, Havi Technology developed three key custom Odoo Sales solutions, explained in the table below:

These Odoo Sales enhancements significantly improved operational efficiency, reduced order processing times, and increased customer satisfaction. The company now manages bulk orders with greater precision, ensuring a seamless and scalable wholesale distribution model.

While this case study highlights the tangible benefits of Odoo Sales, implementing the system requires careful planning. From cost considerations to selecting the right Odoo partner, businesses must evaluate several factors to ensure a smooth and successful transition. Read on to explore key aspects Australian companies should consider before adopting Odoo Sales.

What To Consider Before Implementing Odoo Sales In Australia

Before implementing Odoo Sales in Australia, businesses must consider key factors such as the total cost of implementation, custom feature needs, a trusted Odoo Sales partner, and integration compatibility with existing systems.

Odoo Sales offers flexible pricing and functionality but requires careful assessment of specific business requirements, local compliance, and system compatibility. Australian companies should also factor in long-term ROI and scalability.

For instance, HAUS Collective, a premium stone and fireplace retailer in Australia, implemented Odoo Sales with other apps and saw a 40% boost in team efficiency and 50% higher managerial productivity. Automation and streamlined workflows also cut manual paperwork by 20%, freeing staff to focus on growth.

Therefore, it is essential to evaluate each of these considerations in detail. To make an informed decision about implementing Odoo Sales in Australia, it’s essential to understand Odoo’s broader ERP capabilities and how they align with your business needs. Learn more in our comprehensive guide on What Is Odoo.

Here, let’s go through the key considerations before adopting Odoo Sales:

1. What is the cost of implementing Odoo Sales for Australia?

The total cost of implementing Odoo Sales varies based on licensing, hosting, customisation, and ongoing support. Specifically, the licensing fee depends on your chosen plan and required customisation services. Odoo offers different pricing tiers based on usage requirements. See the image below for the current Odoo pricing packages:

While Odoo offers flexible pricing plans, Australian businesses should factor in costs for cloud hosting, local compliance adjustments, and integrations with third-party solutions like accounting and shipping providers. Additionally, you should assess the long-term return on investment (ROI) by measuring efficiency gains against implementation expenses.

Note that Odoo plan pricing varies based on business location and time visited. For the latest Australian pricing, please request a quote through our Odoo pricing consultation service.

2. What are your specific needs for custom features?

Odoo Sales provides a broad range of out-of-the-box functionalities, but every business has unique operational workflows. Australian businesses, particularly those in wholesale, retail, and manufacturing, may require custom features such as advanced pricing structures, multi-currency support, or automated tax calculations (i.e., GST compliance). Clearly defining business requirements in advance ensures that the implementation process is aligned with company objectives.

3. How do you choose the right Odoo Sales Partner in Australia?

Selecting an experienced Odoo implementation partner with proven localisation expertise is crucial for a smooth transition. Australian businesses should evaluate potential partners based on:

• Local experience: Expertise in implementing Odoo Sales for Australian businesses across various industries.
• Reputation: Proven track record and client testimonials in the Australian market.
• Support: Availability of ongoing support and training to ensure seamless adoption.
• Cost: Transparent pricing models that align with business budgets.

A reliable partner can help with system configuration, integration, and future scalability.

4. Can Odoo Sales seamlessly integrate with your existing business systems?

While Odoo Sales offers extensive integration capabilities, businesses must critically assess whether it will seamlessly integrate or create compatibility issues with existing CRM, accounting, inventory, or industry-specific software. It is highly recommended to schedule a consultation session with Odoo experts to identify potential integration challenges, evaluate customisation needs, and develop a seamless implementation strategy.

In this article, we explored the key features, integrations, and real-world applications of Odoo Sales for Australian businesses. From customisable sales processes and advanced order management to seamless integrations with local systems, Odoo Sales can significantly streamline operations.

We also went through the necessary considerations for successful implementation, including cost, customisation, partner selection, and system integration. If you're ready to optimise your sales processes, contact our team for expert consultation on how Odoo Sales can transform your business.

References:

• Odoo. Stone And Fireplace Retailer HAUS Collective Dispatches Business Success With Odoo.
• Odoo (2024). Meet Odoo 18.