CAMELEON, a company based in the Pays de Savoie region specializing in the creation of customized events for businesses, approached us to establish improved tracking for commercial teams spread across multiple remote sites.
Issue :
- Standardize the procedures for adding and tracking leads and opportunities.
- Data processing for generating forecasts.
Solution :
- Implementation of the standard Odoo CRM module.
- Development of specific functionalities for adding leads to the database.
- Formatting a report template for an export that can be directly utilized by the accounting department and management.