Odoo Sales Presentation Ideal Guide

First, Odoo sales presentation tutorial shows you how to craft a perfect pitch in Odoo 18. Next, this tutorial uses real steps from the subtitle file “عرض المبيعات المثالي： نصائح وإرشادات لتسويق أودو للعملاء المحتملين [VLRD70QdOqY].id.vtt”. Also, it includes SEO keyphrases like Odoo sales presentation, presentasi penjualan Odoo, and Odoo demo penjualan in this first paragraph. Moreover, it links to official Odoo docs (https://www.odoo.com/documentation/18.0/applications/sales.html) for further reading. Consequently, you gain both tutorial steps and SEO boost from the start.

Master Cultural Opening for Odoo Sales Presentation

First, you must open with a respectful greeting in your Odoo demo slide. Next, you can display on Slide 1 the text “Semoga kedamaian, rahmat, dan berkah Tuhan menyertai Anda.” Also, you can speak it aloud to connect with MENA audiences. Moreover, you should follow that greeting by introducing yourself. Then, you can say “Firas Abu Zeina dari Perusahaan Odoo Mudallal East Eye.” Additionally, you can specify “Afrika Utara Wilayah MENA Yang terhormat.” Consequently, you build trust with cultural respect. Finally, you signal that you will share tips dan saran untuk pemasaran Odoo.

Use Warm MENA Greeting in Odoo Demo

First, choose a clear font and large size for the greeting text. Next, place it at the top center of Slide 1. Also, add your company logo on the lower corner. Then, rehearse the pronunciation before the live demo.

Introduce Yourself and Partner in Odoo Sales Pitch

First, share your name and role. Next, mention your partner company. Also, highlight your region coverage. Then, confirm client’s language preference. Finally, invite any initial questions.

Engage Audience with Clear Odoo Demo Agenda

First, you must list the agenda to guide your Odoo sales presentation. Next, include bullet points:

• Ideal sales presentation tips
• Live demo of Website Builder
• Quote process in Sales Module
• CRM lead follow‑up
• Q&A at end

Also, you should display this agenda on Slide 2. Moreover, you can reference “two main topics” and “Q & A” from the. Then, invite participants to note questions in chat. Consequently, you maintain clarity and structure.

Outline Key Topics for Odoo Demo

First, title Slide 2 “Agenda Presentasi Penjualan Odoo.” Next, number each topic. Also, keep text short and direct. Finally, preview that you will demo direct client offers when they exist.

Invite Questions Early in Odoo Sales Presentation

First, tell participants “Pertanyaan dapat Anda ajukan di sini dalam obrolan.” Next, show a chat icon on the slide. Also, reassure that you will answer at the end. Then, repeat that promise before each major section.

Set Up Odoo Presentation Environment in Odoo 18

First, you should use a sandbox database to prepare your Odoo sales presentation environment. Next, install and activate core modules: Website Builder, Sales, CRM, and Email Marketing. Also, verify module status under Apps ▶ Installed. Moreover, update each module to the latest version. Then, configure basic company data under Settings ▶ Company. Additionally, import your product catalog and pricing lists. Furthermore, test each module link and button. Consequently, you prevent errors during the live demo. Finally, confirm that you have user rights to manage quotations, leads, and campaigns.

Activate Website Builder for Odoo Sales Demo

First, click Apps and search “Website”. Next, click Install. Also, open Website ▶ Configuration ▶ Settings. Then, verify your domain and theme.

Configure Domain and Theme

First, set your custom domain if needed. Next, upload your company logo. Also, select a clean, professional theme. Finally, save changes.

Activate Sales Module for Odoo Pitch

First, click Apps and install “Sales”. Next, go to Sales ▶ Settings. Also, enable electronic signature. Then, set your default quotation template.

Activate CRM for Lead Demo

First, install “CRM” from Apps. Next, open CRM ▶ Configuration ▶ Leads & Opportunities. Also, configure pipeline stages. Finally, assign a test sales manager.

Activate Email Marketing for Follow‑Up

First, install “Email Marketing” from Apps. Next, create a demo mailing list. Also, design a simple email template. Then, test send to yourself.

Create Powerful Odoo Landing Page for Sales Demo

First, you start with Website ▶ New. Next, choose “Landing Page”. Also, select a hero block at the top. Moreover, add a clear headline like “Solusi ERP Modern dengan Odoo 18”. Then, insert a QR code snippet by dragging the QR block. Additionally, you can link that QR to your demo site. Furthermore, add a short testimonial section. Consequently, you showcase social proof early. Finally, publish the page when it looks crisp.

Access Website Builder for Odoo Demo Page

First, click Website in the main menu. Next, click Page ▶ Create. Also, choose a blank or starter template. Then, save draft.

Add Hero Section and QR Code

First, drag “Hero” block to the top. Next, edit the headline and subtitle. Also, insert a call‑to‑action button labeled “Coba Demo Gratis”. Then, place the QR code block below for quick access.

Embed Client Testimonial

First, add a two‑column block. Next, write a quote from a happy customer. Also, include their logo. Then, save and preview.

Conduct Live Sales Demo in Odoo Sales Module

First, move to Sales ▶ Quotations. Next, click New. Also, type “PT. Contoh Klien” to select a test customer. Moreover, add product lines from your catalog. Then, set quantities and prices. Additionally, click “Send by Email” to show the portal view. Furthermore, demonstrate e‑signature by clicking “Sign”. Consequently, you show end‑to‑end quote flow. Finally, confirm the order to move into Sales Order state.

Build New Quotation in Odoo 18

First, select Sales ▶ Quotations ▶ New. Next, pick customer and products. Also, adjust payment terms. Then, verify taxes and discounts.

Send and Sign Quote

First, click “Send by Email”. Next, choose your email template. Also, send to demo address. Then, open the portal to sign online. Finally, return to Odoo and validate.

Leverage Odoo CRM Demo for Lead Engagement

First, go to CRM ▶ Leads. Next, click New Lead. Also, fill in “Junior Leads” in opportunity name. Moreover, assign the lead to yourself. Then, click “Schedule Activity” and pick “Call” or “Email”. Additionally, set a reminder date. Furthermore, draft a follow‑up script in the notes. Consequently, you demonstrate organized lead handling. Finally, mark the activity as done to show progress.

Add Lead and Assign Manager

First, click CRM ▶ Leads ▶ New. Next, fill client details. Also, set the pipeline stage. Then, assign the account manager.

Schedule Follow‑Up Activity

First, click “Schedule Activity”. Next, pick type “Call”. Also, set date and summary. Then, save and show the activity panel.

Use Email Automation

First, open Email Marketing ▶ Campaigns. Next, click New. Also, link your lead mailing list. Then, set trigger “Lead Created”. Finally, preview and send test email.

Personalize Pricing in Your Odoo Sales Presentation

First, you should explain package tiers clearly. Next, present Basic, Standard, and Full bundles. Also, show pricing table on Slide 10 with bold headers. Moreover, highlight discounts for annual contracts. Then, point out free onboarding for Standard and above. Additionally, mention 25% discount code if they sign today. Furthermore, compare monthly vs. yearly cost. Consequently, clients see value. Finally, invite them to pick a package in chat.

Define Package Options

First, list features in Basic. Next, list extras in Standard. Also, add all modules in Full. Then, visually separate each column.

Show Discounts and Benefits

First, bold “25% off” text. Next, place a call‑out box. Also, mention “Diskon untuk kontrak tahunan”. Finally, link to pricing page.

Demonstrate Odoo Workflow and Module Integration

First, you move from Sales to Inventory in your demo. Next, click Sales ▶ Orders and open the new order. Also, show Delivery ▶ Transfer for stock pick. Moreover, confirm the shipment. Then, open Accounting ▶ Customer Invoices. Additionally, generate an invoice from the order. Furthermore, click “Register Payment”. Consequently, you illustrate cross‑module flow. Finally, switch back to the dashboard to show real‑time KPIs.

Show Sales ▶ Inventory Flow

First, open the Sales Order. Next, click Delivery. Also, mark it as “Done”. Then, navigate to Inventory Summary.

Integrate with Accounting and E‑Signature

First, open the Invoice. Next, click “Send by Email”. Also, request signature. Then, register payment to close the cycle.

Capture Leads and Follow Up After Odoo Demo

First, collect client details in chat or form. Next, save them in a spreadsheet if needed. Also, add the info to CRM leads. Moreover, capture WhatsApp numbers during demo. Then, use the WhatsApp integration to send follow-up messages. Additionally, send a tailored quote or info pack. Furthermore, schedule a follow-up call in Calendar. Consequently, you maintain momentum. Finally, set an activity reminder to ensure no prospect falls through the cracks.

Use WhatsApp Integration Example

First, enable WhatsApp in CRM settings. Next, click the WhatsApp icon. Also, paste the client’s number. Then, send the summary message.

Schedule Demo Follow‑Up

First, open Calendar. Next, click New. Also, type “Follow‑up with PT. Contoh”. Then, set date and time. Finally, invite attendees.

Provide Interactive Odoo Sales Presentation and Q&A

First, remind attendees they can ask questions via chat. Next, allocate 10 minutes at the end for Q&A. Also, prepare common FAQs and answers. Moreover, repeat key points during the Q&A. Then, offer to demo any missed feature live. Additionally, record the session for later review. Furthermore, send out the recording link via Email Marketing. Consequently, participants can revisit the demo. Finally, thank everyone and close the session.

Encourage Questions in Real Time

First, show a “Questions?” slide. Next, invite verbal and chat questions. Also, answer crisply. Then, transition back to slides.

End with Q&A Slide

First, display “Terima Kasih”. Next, list your contact info. Also, link to sandbox demo. Finally, close.

Best Practices for Odoo Sales Presentation Success

First, keep slides simple and visual. Next, use short bullet lists. Also, choose high‑contrast colors. Moreover, rehearse your demo twice. Then, test audio and video settings. Additionally, prepare backup data. Furthermore, dress professionally even on video. Consequently, you project confidence. Finally, arrive early to greet participants.

Maintain Clear Visuals

First, avoid cluttered slides. Next, use icons and images. Also, keep text under 30 words per slide.

Respect First Impressions

First, show up on time. Next, greet each attendee. Also, thank them for their time.

Share Resources After Demo

First, email slide deck. Next, send sandbox link. Also, include FAQ document.

Conclusion and Next Steps for Odoo Sales Pitch

First, you recap key takeaways: cultural greeting, agenda, module demos, and follow‑up. Next, you invite the audience to try a sandbox environment. Also, you ask them to schedule a deeper demo via Calendar. Moreover, you link to Odoo’s official sales docs (https://www.odoo.com/page/sales). Then, you encourage feedback via chat or email. Additionally, you set an activity reminder for follow‑up. Furthermore, you offer free consultation for the first five sign‑ups. Consequently, you close with a clear call to action. Finally, you thank everyone and end the presentation.

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By following this Odoo sales presentation guide step by step, you deliver a polished, interactive, and culturally aware pitch that converts prospects into clients.