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Transforming Multi-Company Sales & Operations for Scalable Growth

The Challenge Behind the Tech

Scaling multi-company sales is complex. Our client, an IT business cluster, needed a unified approach. With Odoo, we streamlined processes, boosted collaboration, and drove growth.

Introduction

In a rapidly evolving IT landscape, businesses operating as clusters of smaller companies often struggle with fragmented sales processes and operational inefficiencies. Our client faced significant challenges in unifying their sales approach and optimising internal workflows. Through strategic implementation of Odoo’s multi-company capabilities, we streamlined their processes, enabling seamless collaboration and measurable growth.



Challenge:

The client operated as a group of smaller, complementary companies. While they collaborated on certain projects, each company also pursued its own business. This led to:

  • A lack of a unified Point of Contact (POC) for clients, creating confusion.
  • Different sales approaches and inconsistent offers across companies.
  • Difficulty in tracking leads across multiple entities.
  • A need for a shared platform where companies could collaborate while maintaining privacy for independent projects.

What We Changed and Why It Worked

We continuously refined Odoo’s multi-company setup, optimising workflows and enhancing system integrations. Improved automation and structured processes further streamlined operations, increasing efficiency and collaboration across all business units.

Solution:

To address these challenges, we implemented a multi-company setup in Odoo, allowing:

  • Centralised sales management: A consolidated accounting system for large deals while Account Executives (AEs) from each company managed their own leads.
  • Better collaboration: A shared workspace where teams could track joint projects while keeping independent work confidential.
  • Hiring structure optimisation: Odoo Employment Management streamlined the hiring process across the group.
  • Process automation and integration: Improved internal workflows for document and lead management.


Results & Impact:

  • 4.6% reduction in FTE costs by improving lead and document management efficiency.
  • 10% increase in sales through a more structured follow-up process.
  • Better forecasting enabled the board to make more informed business decisions.
  • Smoother project execution with clear internal communication and structured action plans.

Outcomes That Made a Difference

The client achieved 4.6% lower FTE costs, a 10% sales boost, improved forecasting accuracy, and smoother project execution, enhancing collaboration and decision-making.

Conclusion:

By leveraging Odoo’s multi-company capabilities, we transformed the client’s fragmented sales approach into a cohesive, efficient, and scalable system. The new structure allowed seamless collaboration while preserving the autonomy of individual businesses, ultimately driving growth and operational efficiency.

Interested in achieving similar results? Book a consultation today.