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What are the ways to reduce administrative overhead with sales automation?

Have you ever felt bogged down by administrative tasks, leaving you with less time to focus on closing deals and nurturing client relationships? 

A study by the Harvard Business Review found that salespeople spend an average of 34% of their time on administrative tasks [Source]. This translates to lost revenue opportunities and a frustrated sales team.

Here’s the good news : Sales automation can be your secret weapon for streamlining your sales process and freeing up your team’s time. By automating repetitive tasks, you can empower your sales team to focus on what they do best : building relationships and closing deals.

In this blog, we’ll explore how Odoo 17‘s sales automation features can help you reduce administrative overhead and boost your bottom line. 


The ROI of sales automation is undeniable. Studies by Gartner Group show that businesses can achieve a 14.3% increase in sales productivity through effective sales automation [Source].

Here’s a breakdown of how sales automation can directly impact your business :

1) Reduced Administrative Tasks : Automating tasks like data entry, quote generation, and follow-up emails frees up your sales team’s time to focus on high-value activities like lead nurturing and closing deals.

2) Improved Lead Management : Sales automation tools help you track leads throughout the sales funnel, identify qualified leads and prioritize your efforts.

3) Enhanced Sales Forecasting : Gain valuable insights into your sales pipeline with real-time data and accurate forecasting tools.

4) Streamlined Workflow : Automated workflows ensure tasks are completed efficiently and consistently, eliminating the risk of human error.

Best Sales Automation Tools in Odoo 17

Odoo 17 offers a robust suite of built-in sales automation tools designed to streamline your sales process. Here are a few of the key features :

  1. Opportunity Management : Manage your sales pipeline effectively with customizable stages, automated lead scoring and detailed activity tracking.
  2. Quotations : Generate professional quotes quickly and easily, with automatic product configuration and pricing based on customer data.
  3. Email Marketing : Create and send targeted email campaigns to nurture leads and stay connected with prospects.
  4. Website Forms & Live Chat : Capture leads directly from your website with customizable forms and a real-time chat feature.
  5. Reporting & Analytics : Gain valuable insights into your sales performance with detailed reports and dashboards.

While Odoo 17 offers a comprehensive set of sales automation tools, Pragmatic Techsoft can further enhance your sales process with additional capabilities such as –

  • Customizations : We can customize Odoo’s sales automation features to fit your specific business needs and workflows.
  • Integrations : Integrate Odoo with your existing CRM, marketing automation, or accounting software for a seamless user experience.
  • Development of Custom Modules : Need a specific functionality not covered by Odoo’s base features? We can develop custom modules to bridge the gap.

By leveraging Odoo 17’s sales automation features and partnering with Pragmatic Techsoft, you can significantly reduce administrative overhead, streamline your sales process, and empower your team to close more deals.

Contact Pragmatic Techsoft today to discuss your specific needs and explore how we can help you implement a customized sales automation solution with Odoo 17.

Stay tuned to our website and blog for more insights on Odoo 17 and how it can help you achieve your business goals.


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