Replacing Salesforce with Odoo ERP Boosts Business Efficiency by 45% for a Premier Security Systems Company
About
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 ERP implementations.
Project Highlights
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 ERP 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.
The Challenges
- Subscription Management:The client offers different types of products in the form of a subscription.
- User Account Management:Primary users should be able to add their relatives’ profiles under their accounts and manage their details.
- Authentication through E-signatures:Every security product should be authenticated by the service executive’s digital signature for the verification of purchase.
- 3PL Order Fulfilment:Some orders are fulfilled by the client’s 3PL partner (DCL) and this data should be reflected in the Odoo interface.
Tech Stack
IOS
Magento Community
Odoo
PostgreSQL
Python
MailChimp
Jira
JSONAPI
Avalara Tax Compliant
Sharpen
UPS
Odoo.sh
Result
45% Boost in Business Efficiency
Workflow automation streamlined all business processes and improved the efficiency of all departments.Authenticated Purchases
Sales executives can automatically verify and authenticate all purchases using e-signatures.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.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.
