The challenge
A Business Process Shouldn't Be Limited by Its Software
Businesses develop their own ways of working. Their websites, sales processes, quotations and project workflows all need to support the realities of their operations.
For SBE, the opportunity was to bring essential commercial information and workflows into Odoo while keeping its existing Squarespace website.
The solution needed to do more than migrate data. It needed to connect the tools already in use and adapt Odoo to the company's sales and project processes.
The solution
A Connected Odoo Setup, Configured Around SBE
A More Structured Foundation for Sales
Dasolo migrated SBE's core commercial data into Odoo, bringing contacts, opportunities, products and sales information into a common operational environment.
This gave the business a structured foundation for managing its sales activities and building workflows around the way it operates.
Business value: Essential commercial information available in one place to support customers, products and opportunities.
Keep Your Website. Connect Your Business.
SBE already had a website that suited its needs. Rather than replacing it, Dasolo connected the existing Squarespace contact form to Odoo CRM.
Using Google Sheets and n8n as part of the integration workflow, new enquiries submitted through the website can automatically create opportunities in Odoo.
This means SBE can keep its existing website while bringing incoming enquiries directly into its sales workflow.
Business value: Preserve the website investment, connect enquiries to CRM and reduce manual transfer of contact-form submissions.
A CRM Built Around the Way SBE Sells
Every business follows its own sales process. Dasolo configured SBE's Odoo CRM with stages tailored to its commercial workflow, making it easier to organize opportunities according to where they stand.
Rather than forcing the team to adapt to a generic pipeline, the CRM was configured around the steps that matter to SBE.
Business value: A clearer view of ongoing opportunities and a more consistent sales process.
The Next Action Is Already on the Agenda
Dasolo configured automated activities triggered by specific CRM stage changes. When an opportunity moves forward in the pipeline, the relevant follow-up activity can be created and assigned to the appropriate employee.
For example, when an opportunity progresses from a stage associated with a new enquiry to a stage associated with lamp installation, a follow-up activity can be assigned automatically to coordinate the next step.
Business value: More consistent follow-up, clearer responsibility for next actions and better continuity as opportunities progress.
Quotations That Reflect the Work Being Delivered
Different projects require different information. Dasolo adapted SBE's quotation workflow to support quotations with specific sections, helping the company structure its commercial proposals around its requirements.
Instead of relying entirely on a generic quotation layout, SBE can work with a format designed to better reflect the structure of its offers.
Business value: A quotation structure adapted to the business and more consistent commercial proposals.
Project Management Adapted to the Real Workflow
Dasolo customized the Odoo Project application with columns adapted to SBE's project workflow. This helps organize work according to the stages and requirements relevant to the business.
By configuring project management alongside CRM and quotations, the implementation creates a more coherent environment for handling commercial opportunities and the work that follows.
Business value: More structured visibility over ongoing work and better alignment between commercial and operational processes.
Business value
Less Manual Coordination. A More Structured Way to Work.
Enquiries enter the sales workflow
The website's contact form is connected to Odoo CRM, allowing submitted enquiries to create opportunities automatically.
The CRM guides the next step
Specific pipeline stages and automated activities help structure follow-up as opportunities progress.
Odoo adapts to the business
Quotations and project management are configured around SBE's requirements rather than relying entirely on standard workflows.
Broader value
You Don't Have to Rebuild Everything to Work Better
An Odoo implementation does not always mean replacing every tool a business already uses. The right approach is to understand how the business operates, identify what should be connected, and configure the workflows around those needs.
SBE's implementation illustrates how an existing website can remain in place while its enquiries feed into Odoo CRM, and how the CRM, quotations and project management can be tailored to the company's commercial process.
Could Odoo Work Better for Your Business?
Let's explore how your existing tools, sales process and operational workflows could work together in a more connected Odoo environment.
Book Your Free Odoo Audit