When we talk about taking your business to the next level, it is of great importance to focus on effective communication, that is why in this blog we will talk about how the integration of WhatsApp and Odoo was announced as one of the great improvements in the “Odoo Experience 2023” became a reality to achieve another level in sales.
In this journey of business transformation, the native WhatsApp integration in Odoo 17 is a fusion of powerful tools that will revolutionize the way you manage your sales and connect with customers!
But before we dive into this exciting integration, it is crucial to highlight a transcendental step: the introduction of the WhatsApp module in Odoo. It's true, WhatsApp directly from Odoo! However, as in any great story, there are intriguing nuances. This native privilege is reserved for the Enterprise version, adding a touch of exclusivity. The implementation is done through the official API, marking a significant milestone by eliminating third-party dependency and ensuring stronger and more secure communication.
But that is not all; This process also involves the validation of the message templates that will be sent from the system. A step that is not only correct but necessary, allowing for effective personalization and ensuring that each interaction is an exceptional experience. Although this advance may seem late to some, it comes at the perfect time to free companies from limitations and elevate business management to a higher level. Are you ready to explore how WhatsApp and Odoo come together to transform your sales and communications? Join us on this fascinating journey!
Benefits of WhatsApp Business
WhatsApp Business has become your perfect ally for communication and marketing. But how can we make the most of this tool without losing efficiency in business management? The answer is Odoo.
Company Profile
With the business profile feature in WhatsApp Business, you can display key information for your customers, from address to opening hours. But, to manage this information effectively, you need a comprehensive system like Odoo that allows you to do the following:
- Absence Messages and Quick Responses: Set up automatic responses outside of business hours or when you're away. Additionally, use quick responses to speed up communication. This, combined with Odoo, creates a smooth and efficient workflow.
- Sales through WhatsApp: Let's dive into how Odoo 17 and WhatsApp Business come together to support sales in a surprisingly simple way.
Step 1: Configuration
First, we set up WhatsApp Business with relevant details about our company. From the profile to away messages and quick responses, we prepare our communication channels.
Step 2: Integration with Odoo
In the Odoo sales module, we created a new"Sales team" dedicated to WhatsApp sales. This allows us to have specific control over this channel and break down our sales for deeper analysis.
Step 3: Sales Process
Now, let's get into the exciting sales process:
- Customer Contact by WhatsApp: The customer shows interest in our product and provides us with their information and permission to contact them.
- Order Registration in Odoo: In Odoo, we generate a new quote, register the customer, and complete the order details.
- Order Confirmation and Billing: Once payment is received from the customer, we confirm the order, create the invoice, and record the payment.
- Order Shipping and Quick Responses: We process the order, prepare the package, and send it to the customer. We use quick responses to inform the customer and provide tracking details if necessary.
- Stock Control and Reports in Odoo: Odoo allows us to keep track of stock, generate sales reports by channel, product, or client, and compare the performance of WhatsApp with other channels.
Advantages of this Merger
- Direct Communication with Customers: WhatsApp offers a direct and effective connection with your customers.
- Accessible and Easy to Use: WhatsApp is universal, and with Odoo, management becomes equally accessible and simple.
- Total Control of the Process: Odoo gives you total control from customer acquisition to product shipping.
- Information Accessible from Anywhere: With Odoo, you can access all the information from any place and device.
The integration of WhatsApp and Odoo 17 is a winning synergy for your business. It not only simplifies your processes but also offers you a new dimension in sales management. Get ready for a revolution in your business operations!
At Vauxoo, we're here to help you take the next step toward your business future. Connect, communicate, and sell with Odoo and WhatsApp! Success is just a message away!