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A Prominent Security Systems Company in the US Unleashed 45% Business Growth By Replacing SalesForce with Odoo ERP
About Client
The USA-based client offers top-notch security solutions in the San Francisco Bay area for the last 70 years. The company provides both home and business security with round the clock venerable customer services. The firm partnered with Brainvire to substitute the traditional SalesForce software with an advanced Odoo ERP system.
Product Idea
The client provides an array of products including fire alarm systems, burglar alarm systems, remote access management, and night vision security cameras. The company had concerns about a complicated workflow process. Hence, they got in touch with Brainvire’s expert Odoo consultants to get their entire business interconnected with an omnichannel solution. The collaboration of Odoo ERP with Magento eCommerce helped to streamline the customers’ shopping experience and authenticate the purchases via e-signatures. In addition, the union simplified the backend staff’s work to carry out export delivery orders and track numbers from 3PL service providers to Odoo. The implementation of third-party systems such as Jasper, Ava Tax, and Podium eased business operations.
How we did it ?
Managing the user account
E-signature authenticated purchase
3PL Order Fulfilment
Subscription-based Management :
The client provided a variety of products in the form of subscriptions
Solution:
We created a subscription logic for all the products that allowed users to make the payment on a pro-rata basis.
Managing the user account :
It was challenging for the client to manage different user accounts and other details.
Solution:
Our expert team created a customized Odoo ERP system that streamlined multiple account management using the same parent account.
E-signature authenticated purchase :
A verification was required to authenticate every purchase of a security product
Solution:
We integrated different purchasing scenarios including terms and conditions in Odoo’s e-signature system. The signature got automatically reflected on the customer’s receipt.
3PL Order Fulfilment :
The 3PL order fulfillment data was not reflected in Odoo interface
Result
Business Processes Improved by 45%
Streamlined and automated workflow processes boosted business efficiency by 45%.
Enhanced Customer Engagement
The customized Odoo CRM module allowed business executives to respond to customer demand and queries more effectively. The 3PL integration led to fulfilling orders in real-time.
Authenticated Purchases
E-signature allowed sales executives to authenticate and verify each purchase.