Client Background
A mid-sized B2B trading company based in Dubai that distributes industrial equipment across the GCC. The company was expanding rapidly, but its sales processes were fragmented and managed manually across spreadsheets, emails, and phone calls.
Challenges
- Leads were coming in through multiple channels (website, email, WhatsApp, exhibitions) but were not centrally tracked.
- Sales executives often missed follow-ups, resulting in lost opportunities.
- No proper visibility of the sales pipeline for managers.
- Forecasting and performance reporting were done manually, taking days to prepare.
- Customers experienced delays in responses, affecting satisfaction and trust.
TraceNcode Solution
TraceNcode implemented Odoo Sales & CRM with key customizations to align with the client’s workflows. The system was designed to provide end-to-end visibility of the customer journey, from lead generation to closing deals.
Key Implementations:
- Centralized Lead Management: Website inquiries, emails, and exhibition leads were automatically captured in Odoo CRM.
- Pipeline Visualization: Configured Kanban views for opportunities, giving the sales team a clear picture of deal stages.
- Follow-Up Automation: Activity scheduling and reminders ensured no customer interaction was missed.
- Communication Integration: WhatsApp and email integrated into Odoo for unified communication history.
- Reporting & Dashboards: Real-time sales dashboards for management to monitor KPIs like win rate, sales cycle time, and forecast accuracy.
- Quotation Automation: Seamless integration between CRM and Odoo Sales for quick proposal and quotation generation.
Results & Impact
- Lead-to-deal conversion rate improved by 35% within 3 months.
- Sales cycle reduced from 28 days to 14 days.
- Managers gained real-time pipeline visibility, improving decision-making.
- Customer response time dropped by 40%, enhancing satisfaction.
- The company reported a 20% revenue growth in the first year of using the new system.
Client Testimonial
"With TraceNcode’s Odoo CRM solution, we finally have complete visibility of our sales pipeline. Our team is more organized, faster, and more effective in closing deals. It’s a game-changer for our business growth."
— Sales Director, B2B Trading Company, Dubai
