Odoo and Salesforce Integration: Streamlining Your Business

What is Odoo? What specializes in Odoo?

Odoo is an open source resource planning system that is completely integrated and customizable for business management. Odoo combines CRM, sales, project management, manufacturing, inventory management, accounting, human resource management, marketing activities, customer support tools, and other company applications into a single software solution.

Odoo is a suite of open source business tools designed to fulfill the demands of businesses of all sizes and budgets, regardless of industry. Odoo offers business software for almost every business necessity.

Odoo specializes in offering business solutions which are customized to their business needs and are scalable.  It has a modular structure which allows their users to choose and download only the capabilities they require. Odoo is popular because of their flexible options that they provide and acceptable for small to big-sized businesses.

What is Salesforce?What specializes in Salesforce?

Salesforce is a cloud-based customer relationship management software (CRM). It enables businesses to locate more prospects, close more transactions, and connect with customers in entirely new ways, allowing them to give exceptional service on a large scale.

Salesforce integrates all of your data from any source. Customer 360, our whole suite of tools, provides your sales, service, marketing, commerce, and IT teams with a single, shared view of customer data. It helps the users connect dots between Marketing and Sales and shares information to close deals.

Salesforce specializes in CRM solutions which has evolved with time to include cloud-based enterprise applications. It is known for its broad and advanced CRM capabilities. It includes sales, marketing, customer service, and analytics. It helps in creating a smooth user experience, automation tool and integrations with third-party applications.

Why should you integrate Salesforce and Odoo?

Salesforce’s outstanding CRM features, when combined with Odoo ERP, meet customers’ expectations even more by seamlessly integrating data with Odoo apps such as Inventory, Accounting, and Expenses.

Integrating Odoo with Salesforce improves business success by strengthening existing client relationships and accelerating the growth of new ones.

What Salesforce has but Odoo doesn't:

Salesforce offers advanced CRM functionalities tailored specifically for sales, marketing, and customer service management. Additionally, Salesforce has a vast ecosystem of third-party applications and integrations, along with a strong focus on artificial intelligence and analytics.

Features of Odoo Salesforce Integration
  • Export operations:

Customers’ contacts, product information, sales orders, quotes, opportunities, and leads can be exported and updated from Odoo to Salesforce, and vice versa.

  • Import Operations:

Import and update price lists, goods, tasks, events, contracts, quotations, opportunities, and other data from Salesforce to Odoo, and vice versa.

  • Synchronize operations:

Businesses may simply synchronize upcoming contracts, orders, bids, clients, tasks, leads, events, and other details with both Salesforce and Odoo systems.

What will the user benefit from integrating both?

Odoo and Salesforce integration can provide customers with a comprehensive solution that includes both backend operations like inventory management, accounting, and human resources with Odoo and front-end operations like CRM and sales automation with Salesforce. This will increase data visibility and communication across departments, as well as the overall customer experience.

Process and features our custom app will provide you:

Jupical.ios custom software will be adapted to your specific business needs, working smoothly with Odoo and Salesforce. It will automate procedures, synchronize data between the two systems, offer real-time insights, and increase overall efficiency and productivity.

Benefits of integration Odoo x Salesforce:
Easy contact management

One of the most important elements of a CRM is the ability to view and manage contacts. Salesforce and Odoo take a unique approach to contact management.

Salesforce is a cloud-based CRM software, which is useful for its contact management capabilities. Salesforce, for example, can retrieve some of the missing contact information from other cloud sources.

In addition, the Salesforce contact management function may analyze contacts’ interactions across various social networking networks. Activity tracking can be extremely useful in lead creation.

Another advantage of utilizing Odoo is the ability to view a complete history of all business transactions with each customer. If you can study your customers’ purchase habits, you will gain a better understanding of what they desire. As a result, you may tailor your business plans accordingly.

Odoo may also be integrated with Google Calendar, making it much easier to manage meetings throughout the day.

Increased Customer satisfaction and Service

Businesses that employ Odoo Salesforce Integration have satisfied consumers because they can swiftly resolve customer complaints, personalize services, and strengthen relationships.

Salesforce customer service is accessible with all premium plans. There is also Salesforce training, Trailhead, and a thriving user communityOdoo assigns a consultant to any user that purchases a premium pack or plan. The open source community can help with Odoo’s free plans.

Reports and Dashboards

Reports and dashboards allow you to monitor the various components of your business. Reporting allows you to audit sales and evaluate employee performance. Dashboards will let you communicate and see how your firm performs. Reports and dashboards allow you to make informed decisions based on your observations.

Salesforce allows users to produce a report and then build a dashboard based on that report. Salesforce dashboards can be customized to meet your specific business needs. This is a favorite feature of many Salesforce users.

Odoo provides several types of reports, such as balance sheets, tax reports, and bank reconciliation. Furthermore, because Odoo is an open source programme, customers have a large selection of apps to pick from when designing dashboards. 

100% data control and integrity

When we integrate Odoo and Salesforce, both the platforms ensure complete data control. This methodology of integration keeps security as their top most priority and consistency to reduce errors. It allows them to make data-driven decision making. There is assurance that integrations will seamlessly flow between the two systems and it will be consistent at all times.

Marketing Automation

Salesforce and Odoo have strong marketing automation features for sending messages to customers at the appropriate times. This is one of the most widely employed business tactics, and it has been shown to increase sales.

Aside from sending a scheduled email, Salesforce also allows you to customise the email sent to the customer using online personalization. Odoo, on the other hand, allows you to create a complete process for your organisation. You can specify what should happen next based on the customer’s response to the email you sent – whether they reacted to it, deleted it, and so on.

Is it worth using either Salesforce or Odoo or use both the systems Integrated ?

There are 3 aspects playing the main role before choosing the most appropriate software for business which are features, integrations and affordability. Though these are important, one must to avoid the fact that the type of business user is managing and level of expertise regarding setting up a software.

For example, it’s easy to get swayed and choose Salesforce based just on their outstanding reputation and experience. However, keep in mind that Odoo is an ERP software, which means it has functionality not seen in CRMs such as Salesforce. Some of these capabilities include website creation and billing.

The decision to choose whether to opt for Salesforce, Odoo or both is based upon your business needs, budgets and preferences. If the main focus is on CRM and frontend operations then Salesforce is the best option. But if you need an ERP solution that also includes backend operations, Odoo can be a better fit of the two.

Integration of both of them might provide the best solution for your business needs.

Jupical is your Consultation partner!

Jupical.io is your trusted partner for ERP as well as CRM consultation. We specialize in Odoo implementation from over 12+years of experience. We have also made a custom app to integrate Odoo and Salesforce. Our team will work closely with you to address your business needs and recommend the best solution

Contact us today to discuss how we can help you elevate business to next well!