Engagement

A Leading Yacht Service Provider Moves From Salesforce to Odoo CRM

August 16, 2021 Dallas, USA

Staycations have turned out to be the next new holidaying practice along with vacations in the post-pandemic period. Individuals prefer to stay at undiscovered exotic locations for a week or a fortnight. For instance, individuals enjoy spending time on an island and yacht for a week.

USA’s yacht pioneer reached out to Brainvire to enhance their accounting and existing business services. This Yacht front-runner provides yachts on a lease, rents for a week or more, and even sells them. They wanted a seamless and automated retail IT solution to manage accounts and also customer relationships.

Brainers recommended a dynamic shift from their existing Salesforce CRM to Odoo CRM to relish improved internal services and productivity. As a result, we plan to integrate Odoo CRM with their current Nausys system for real-time tracking, financial updates, and automated workflow.

Chintan Shah, the CEO, Brainvire, stated, “Odoo is a modern business software that can provide enterprises a realistic view of their current business. We can train businesses to optimize Odoo for their organization with the healthiest, action-packed, and effective approach. We have realized that training is equally important as much as successful implementation to visualize actual results.”

As Odoo Gold Partner, we will provide proper training to the Yacht provider’s team to better understand the Odoo CRM platform. This also helps them to identify potential leads and nurture them effectively.

We will encourage their team to voice queries around our training and guidance.
In addition, we plan to share official, expert-created Odoo videos and documents that are highly informative and tailor-designed for users.

Our Odoo consultants will pay key attention to smooth data migration during the transition to avoid data misplacement or loss during the transition. In addition, we will also implement purchase, sales, rental management, SMS, marketing automation (inclusive of email marketing automation), and others for the company.

Our consultation will help them make optimal use of the Odoo accounting module and CRM for their yacht business, automate workflow, and enhance business opportunities.
To know more, connect with Brainers: [email protected].

About Brainvire

Developing solutions with innovation, usability, and efficiency, Brainvire is one of the top IT consulting firms. With over 20 years of experience and more than 800 employee strength, it strives to create a difference in the society through technology. Having delivered over 1500 projects to its clientele spread globally, it has endured a 95% customer retention rate. Brainvire offers exclusive consultancy services such as Business Intelligence, Digital Marketing, Cloud ERP, CRM for E-commerce, etc. for diverse industry verticals while keeping customer satisfaction as its top priority.

It has earned many accolades such as ‘Top IT Services Firm 2020’, ‘Top Mobile App Developers 2020’, and ‘Top E-commerce Developers 2020’ by Clutch. The automotive digital solution increased usage of the mobile app and increased customer engagement.

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