About

The client is a leading dust collection and baghouse manufacturer with 20+ years in the air filtration industry. They manufacture, license, and deploy air filtration systems and baghouse dust collectors. With their growing operations, they sought solutions to enhance reporting accuracy, track their interactions with potential customers, and generate quotes quickly.

Project Highlights

Brainvire implemented Odoo as the ideal solution for the client. Odoo’s range of reporting and analytical tools enabled better reporting accuracy and insights into financial performance. It also helped the client manage leads and customers and keep track of interactions and sales with CRM. In addition, we integrated invoice quotation design within the platform.

The Challenges

  • Customer Segregation:
    The client wanted to determine their customers and leads for customized marketing strategies.
  • Incomplete Entries:
    The client sought accuracy in incomplete and incorrect data related to customers, sales, inventory, finance, and reporting.
  • Quote Generation:
    The client wanted customizable invoice quotation designs for quicker and more efficient quote creations.
  • Account Fixing:
    The client faced the risk of misreporting financial information and tax filing errors due to incorrect and duplicate accounts.

Tech Stack

  • Tech stack related technology logos

    Odoo

  • Tech stack related technology logos

    Odoo.sh

  • Tech stack related technology logos

    Azure DevOps

Result

  • Enhanced Business Operations

    The client significantly streamlined their processes and made their operations more efficient with Odoo’s centralized platform.
  • Data Accuracy

    With our manual corrections and reconciliations, the client could eliminate incorrect data, accounts, duplicate and missing entries and gain better reporting accuracy.
  • Better Customer Interaction Management

    The client could create customized marketing strategies and manage their customer interactions better with clarity on their customers and leads.
  • Customized Quote Generation

    With the QWeb Reports and professionally designed quotes as per the requirements, the client could generate their quotes more quickly and efficiently.
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