Replacing Salesforce with Odoo ERP Boosts Business Efficiency by 45% for a Premier Security Systems Company

About Client

The client provides exceptional security solutions in the San Fransisco Bay area. It follows a hands-on approach to provide quick and quality customer service to one and all. They wanted to replace their existing Salesforce ERP with Odoo and chose Brainvire considering its excellent track record in enterprise-grade Odoo implementations.

About Product

With a wide range of products such as burglar alarm systems, fire alarm systems, night vision security cameras, and remote access and management, the client’s workflow was quite complex. Brainvire’s Odoo consultants interconnected all business processes for an omnichannel experience. The Magento website, integrated with Odoo, helps customers easily buy multiple security solutions while authenticating their purchase through e-signatures. On the other hand, backend executives can export delivery orders, import carrier tracking numbers from 3PL service providers to Odoo, and do much more. Furthermore, the system will be integrated with different third-party entities like Podium Reviews, Jasper, and AvaTax.

How we did it ?

Subscription Management

User Account Management

Authentication through E-signatures

3PL Order Fulfilment

Subscription Management:

The client offers different types of products in the form of a subscription.

Solution:

A subscription logic was created for all products in Odoo and customers can pay for different product combinations on a pro-rata basis.

User Account Management:

Primary users should be able to add their relatives’ profiles under their accounts and manage their details.

Solution:

The team developed a customized Odoo functionality that can manage multiple users and their residential addresses under the same parent account.

Authentication through E-signatures:

Every security product should be authenticated by the service executive’s digital signature for the verification of purchase.

Solution:

Different purchase scenarios and terms and conditions were embedded into Odoo’s e-signature functionality. This signature will be automatically reflected in the customer’s purchase agreement.

3PL Order Fulfilment:

Some orders are fulfilled by the client’s 3PL partner (DCL) and this data should be reflected in the Odoo interface.

Solution:

Data exchange was facilitated between DCL and Odoo through an exclusive API.

Result

45% Boost in Business Efficiency

Workflow automation streamlined all business processes and improved the efficiency of all departments.

Better Customer Engagement

Executives can better respond to consumer demand using Odoo’s CRM module. Also, they can fulfill all orders on time using 3PL integration.

Authenticated Purchases

Sales executives can automatically verify and authenticate all purchases using e-signatures.

Subscriptions Made Easy

The team can easily manage different product subscription plans and further simplify the process for end-customers as well. All transactions can be done securely through Authorize.Net payment gateway.

Client Testimonials

Mr Craig Agranoff

The best thing about Brainvire is Compatibility. Whenever we have a query Brainvire is always ready (24*7) to take care and resolve our issues. We would suggest them to everybody for their Web Design and Development need. Great quality of works and brilliant employees.

Mr Clarke Verdel

Brainvire is a professional company with professional developers who understand the problems that we are facing as a company. Outsourcing my projects at Brainvire saves me valuable time because they work efficient and they unburden me from the actual time management.

Mr Matthew

We have dealt with a lot of web development firms and other tech support companies, none come close to Brainvire. We would recommend them to everyone. Great quality of work and brilliant employees.