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Solution · Customer
Sales automation that removes admin, not judgement
Salespeople spend a surprising share of their week on admin: building quotes, chasing approvals, sending confirmations, updating records. Automation handles the routine so they can sell.
Overview
Why this area matters
In an ERP, automation can use real data — prices, stock, credit status, order history — rather than guesses.
01Typical problems
Signs the current setup has run out of road
01
Slow quotes
Quotes built manually with price lookups.
02
Discount approval delays
Deals stall waiting for a manager.
03
Missed reorders
Repeat customers not prompted.
04
Manual confirmations
Order confirmations and updates sent by hand.
02Capabilities
What a well-built setup includes
01
Pricing rules
Customer-specific prices and volume breaks applied automatically.
02
Discount approvals
Thresholds trigger approval workflows.
03
Automated follow-ups
Emails and tasks scheduled by stage.
04
Order notifications
Confirmations, shipping and invoice emails.
05
Credit checks
Orders flagged when limits are exceeded.
06
Reorder prompts
Reminders based on purchase cycles.
03Workflow
How the process runs end to end
- 01
Configure rules
Prices, approvals and notifications set up.
- 02
Quote
Quotes auto-priced from rules.
- 03
Approve
Exceptions routed for approval.
- 04
Confirm
Customer notified automatically.
- 05
Follow up
Reorders and renewals prompted.
04 — Technical notes
Design decisions worth getting right
Rules should be configurable by sales operations, not hardcoded. That keeps automation aligned with changing commercial policies.
Email automation must respect consent and unsubscribe preferences where marketing content is involved.
Where it applies
Industries, integrations and services
Integrations
Odoo applications
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الأسئلة الشائعة
الأسئلة الشائعة
Can discount approvals be automatic?
Yes, approvals trigger when discounts exceed configured thresholds.
Can we send WhatsApp updates?
Yes, via WhatsApp Business API integration with approved templates.
Will automation annoy customers?
Not if it's relevant and limited. We design notifications around customer value.
الخطوة التالية
Sales team buried in admin?
We will identify what to automate first.