How to Use Odoo to automate B2B Sales with a Webshop?
Are you looking for a way to simplify your B2B sales process and give your business customers more autonomy? Odoo’s B2B webshop functionality offers a seamless way to manage and automate B2B transactions, saving time for both your team and your clients.
What Is an Odoo B2B Webshop?
Odoo’s B2B webshop is a powerful eCommerce tool that allows your business clients to log in, view custom pricing, and place orders directly. Unlike a regular webshop, this portal is exclusive to registered and approved business customers.
Step-by-Step: How It Works
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Account Request
New visitors to your B2B webshop can’t see your product catalog or prices until they submit a B2B account request form. This keeps your pricing confidential and your audience targeted. -
Lead Management in CRM
Once the form is submitted, a lead is created automatically in Odoo CRM. From here, your sales team can assess the request and decide whether to convert it into an opportunity. -
Qualify the Lead
If the lead is promising, convert it into an opportunity and create a new customer profile. Assign a price list tailored to B2B customers. -
Grant Portal Access
By enabling portal access, the customer can now log in, see their pricing, and place orders independently. This reduces manual communication and speeds up order processing. -
Customer Experience
After logging in, customers can:- Browse the webshop
- Place orders with B2B pricing
- View their sales orders, invoices, and delivery status
- Communicate directly within the portal
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Back-End Automation
Each order triggers automated workflows: sales order creation, invoicing, and delivery tracking. Everything is handled through Odoo, making your sales pipeline more efficient.
Why Use Odoo for B2B Sales?
- Customized pricing for each client
- Self-service ordering
- Seamless CRM & eCommerce integration
- Reduced manual workload
- Improved customer satisfaction and retention
Final Thoughts
By setting up a B2B webshop in Odoo, you empower your clients while optimizing your internal sales processes. It’s a scalable, professional, and user-friendly solution for any company serious about growing its B2B operations.
