Salesforce and Odoo: connect them, or bring sales into the same system as operations

For mid-sized and larger businesses, including premium furniture retailers using Salesforce for clienteling.

Too deep?

The short answer

• Salesforce is a good fit for sales and service teams that want CRM depth and a large ecosystem.
• Odoo is a good fit for teams whose quotes need live stock and pricing, or who want CRM with operations.
• TRC ERP sets Odoo up for your business and connects what you keep.

What Salesforce does well

• Salesforce runs sales management at enterprise scale, with Agentforce AI and the AppExchange ecosystem.

Salesforce and Odoo, question by question

Your question · What happens · Odoo 20 · How TRC delivers it

Sales and customers

Our pipeline and CRM? · Stays in Salesforce · Keep it, connected, or Odoo CRM. · TRC connects

Quotes with live stock and pricing? · Runs in Odoo · Sales quotations with price lists and stock. · Standard in Odoo

Marketing? · Stays in Salesforce · Keep your marketing platform, or Email Marketing in Odoo. · TRC connects

Service after the sale? · Runs in Odoo · Helpdesk and Planning (field service). · Standard in Odoo

Stock and operations

Orders, delivery and invoicing? · Runs in Odoo · Sales, Inventory and Accounting in one database. · Standard in Odoo

Setup and data

Customers kept in step? · TRC moves it across · Contacts synchronized between the systems. · TRC connects

Where Odoo goes further

Quotes with live stock and prices

Sales quotes what is available, at the right price. Standard in Odoo

From the deal to the invoice

Order, delivery and invoice follow the opportunity in one system. Standard in Odoo

How TRC handles the rest

The integration

TRC builds the Salesforce integration and agrees which system owns customers, quotes and orders.

Moving across

• What comes over: opening balances, customers, suppliers, products, open items, and history to a date you agree.
• How: TRC maps your Salesforce data and runs a trial import. You check it, then the switch happens at a period end.
• What runs alongside: Salesforce keeps running where it serves you, connected to Odoo.

Who should stay on Salesforce

• Your CRM is customized and the sales team depends on it.
• CRM is a separate decision from your ERP.

Questions buyers ask

Not with the connect route.

Yes, in Odoo, or through the integration.

Why TRC

TRC has built integrations into hundreds of third-party products. We connect Salesforce to Odoo, so sales and operations work from the same customer and stock.

An official Odoo partner, registered in the US, UK, Ireland and South Africa.

From our implementation and support experience

Burke Lubricants. Connecting field sales and CRM with an existing ERP.

Read the story

Odoo applications involved

Journeys to explore

• Mid-market · Wholesale distribution A distributor with one or more warehouses, trade accounts on negotiated terms, and retail customers who set their own delivery rules.
• Mid-market · Professional services A services business with several companies, regions or contract types, where margin is decided by how time and costs move between them.
• Alongside your core ERP Keep your group core, connect around it, or replace it in phases.

Tell us how you work today and we will show you it in Odoo.

Still on Salesforce? Tell Brad about your business, and we'll start from what you've just read.

• Home
• Moving from another system
• CRM
• Sales
• Inventory
• Point of Sale
• Accounting
• Plain-text version