GO PIC

Disorganized Data: The client provided unstructured information that required cleansing to ensure a successful migration of the data to Odoo.

CRM customization: The CRM had to be configured and tailored to fit Go Pic’s specific business cycle, integrating customized stages and additional fields to optimize opportunity management.

Project and Resource Management: Need to automate the creation of projects and tasks after the conversion of opportunities in the CRM, to facilitate event management.

Expense Control and Analytical Tracking: Implementation of a system to manage expenses and allocate them to specific projects, ensuring efficient financial control.

Centralization of Operations: Unify all business processes on a single ERP platform to facilitate day-to-day management and improve coordination between teams.

CRM Optimization: Customize Odoo CRM to improve lead management, opportunity tracking and project automation.

Efficient Project and Task Management: Automate project creation and tracking to improve execution and event control.

Expense Control: Facilitate the management of expenses and their analytical allocation to the different projects of the company.

Odoo ERP: Odoo was implemented as the end-to-end solution to manage CRM, sales, projects, finance and expense control.

Custom CRM: Odoo’s CRM module was tailored to Go Pic’s specific needs, with customized stages and additional fields.

Projects and Expenses Module: Odoo made it possible to automate the creation of projects and facilitate detailed tracking of associated expenses.

Data Cleansing and Migration: We cleaned and organized the information provided by the client before migrating it to Odoo, ensuring the integrity and quality of the contact master data.

Custom CRM: Odoo CRM was configured with pre-existing and new opportunities, customizing it with specific stages to align Go Pic’s business process. Custom fields were added to facilitate the use of the CRM and improve business relationship management.

Project Automation: Odoo was configured so that, upon winning an opportunity in the CRM, it would automatically create a project with all the necessary tasks for the execution of the event, improving tracking and operational efficiency.

Customized Sales Templates: Customized templates were developed for quotations and invoices, allowing discounts and promotions to be applied according to Go Pic’s commercial strategies.

Expense Control and Analytical Tracking: The expense module was implemented, allowing detailed tracking of expenses and their analytical allocation to each project, facilitating efficient financial control.

Operational Centralization: Thanks to Odoo, Go Pic was able to centralize all its operations in a single system, improving the visibility of its processes and facilitating coordination between teams.

Improved Sales Management: CRM customization allowed for a more efficient follow-up of opportunities and better management of commercial relationships, which optimized sales conversion.

Project Automation: The automatic creation of projects and tasks after the conversion of an opportunity in the CRM improved efficiency and control in the execution of events, reducing management times.

Accurate Financial Control: The integration of the expense module enabled detailed and controlled management of the costs associated with each project, improving profitability and financial decision making.