Customer story

Burke Lubricants

Connecting field sales and CRM with an existing ERP

TRC connected field sales, opportunities, tasks, commissions and remote ordering with the existing ERP.

How this could work on Odoo today

Illustrative Odoo journeys for a business like this one. They are not part of the story above.

• A sales rep visits a customer, quotes on site and confirms the order Reps visit trade customers with a printed price list and a notebook. Orders reach the office the next day, and some are priced from an out-of-date list.
• A large trade account has its own price list, discounts and payment terms A key account buys on negotiated prices, a volume discount and longer payment terms. Sales staff sometimes override price on the order, and margin varies without explanation.
• Stop relying on one person to move data between systems One operations administrator exports orders from the web platform each morning, reformats them and imports them into accounting. When they are away, orders queue.

All customer stories · Wholesale distribution

Sound familiar? Tell Brad about your business, and we'll start from what you've just read.

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