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/ Case Study · Retail

Salesforce and Odoo, Integrated for CBS. Sales, Invoicing, and Tax in Sync.

/ The engagement

A Multi-Company Salesforce-Odoo Bridge.

We integrated Salesforce with Odoo across multiple companies, optimizing sales, purchase, and invoicing with synced CRM data, automated invoicing, and real-time integration for tailored tax reporting.

SalesforceOdooMulti-Company SetupAutomated Invoicing
Multi-companyOne integrated setup
Salesforce + OdooCRM and ERP synced
AutomatedInvoicing and reporting
Real-timeData integration

/ About the client

CBS

The client is a leading Emirati-owned business setup consultancy in Dubai, UAE, that facilitates company formation across the region. With deep experience, they are a trusted partner for investors and entrepreneurs establishing businesses in the UAE.

Brainvire integrated Salesforce with Odoo across multiple companies, optimizing sales, purchase, and invoicing. We configured multi-company setups, synced CRM data, automated invoicing, and ensured real-time integration for greater efficiency.

/ The approach

Design, architecture, and features, shipped as one program.

/01Statements

Account summaries that land

We shaped Statement of Account emails to communicate account summaries clearly while keeping customers engaged.

/02Timing

Consistent across services

We addressed timing variation in Statement of Account delivery, so performance stays consistent across services and operations.

/03Sync

Job orders, copied cleanly

We mapped Salesforce job order fields accurately into Odoo, so data stays consistent across both systems.

/04Signing

External parties included

We updated Odoo Sign so external parties can sign documents, closing the gap that blocked seamless transaction completion.

/ What stood in the way

Four problems, solved without a maintenance window.

Select a challenge to see how it shaped the build.

/01 Effective account statements →
/02 Consistent statement timing →
/03 Accurate job order transfer →
/04 External document signing →

Effective account statements

Crafting Statement of Account emails that communicate summaries and still engage customers was hard. We shaped them to do both.

Consistent statement timing

Timing varied in Statement of Account delivery. We addressed it so performance stays consistent across services and operations.

Accurate job order transfer

Salesforce job order fields had to copy accurately across systems for data consistency. We mapped the transfer cleanly into Odoo.

External document signing

External parties could not sign documents through Odoo Sign, which stalled transactions. We updated Odoo Sign so outside signers complete the flow.

/ Product screens

The delivered experience.

The interface people actually use.

CBS delivered interface, screen 1/01Statement of Account
CBS delivered interface, screen 2/02Statement Timing
CBS delivered interface, screen 3/03Data Sync
CBS delivered interface, screen 4/04Odoo Sign

/ The results

What changed, in numbers.

Accurate Financial tracking The Statement of Accounts function works reliably for accurate, efficient tracking.
Seamless Data integration Data synchronization automated processes and improved integration between Salesforce and Odoo.
Streamlined Sales management Synced data, streamlined invoicing, and better reporting sharpened sales management.
Tailored Tax reporting Precise data from Salesforce and Odoo enabled tailored tax reporting for accurate compliance.

/ Next step

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