Odoo
202 Case Studies
A Odoo Case Study
Optoma, a Taiwan-based, award-winning projector manufacturer with 500+ employees and continental headquarters in Asia, Europe and the USA, faced complex CRM challenges from a diverse product range serving both B2B and B2C markets. With many sales teams and distributors and 158 CRM users, consolidating disparate lead and customer data into actionable insights and reliable forecasts was difficult.
By implementing Odoo CRM (including the Odoo 12 dashboard), Optoma centralized imported data and used filtering, grouping, comparison graphs, pivot tables and cohort views to create real-time, customized reports for different customer groups and teams. The result was improved lead and opportunity monitoring, more accurate forecasting, higher sales-processing efficiency and stronger global growth.