demonstrate openerp
DESCRIPTION
Demonstrate OpenERP effectivelyTRANSCRIPT
1. Our Webinars Recordings To help you to be more familiar with OpenERP, we invite you to follow
the introduction to OpenERP made by one of our consultants:
https://openerp.webex.com/cmp0306lc/webcomponents/jsp/docshow/closewindow.jsp
Want to have a more clear view about the main functionalities cover by OpenERP? Then take a look at our Webinars recorded:
https://openerp.webex.com/openerp/ldr.php?AT=pb&SP=MC&rID=40534287&rKey=02EEC5E5A4477C85
Login: OpenERP s.a.Password: openerp-123
2. Instal l a Virtual Machine to do your demo To work in a more stable environment we suggest you to install a Virtual
Machine.
Contact:Gary Malherbe (System Administrator)[email protected]: 081 81 37 00 (ext: 08)
3. Fol low the script We use the same script to showcase OpenERP. To help you to reproduce the
same scenario, you will find at this following link the methodology step by step:
https://docs.google.com/a/openerp.com/open?id=0B7RdQKYYS8JHMTg4ZTY3ZDEtNzgxOS00ZTBiLWJjZjMtZGVlNmMyNjg1MzZm
Sales demonstration Of OpenERP V6.0.3
45mins
Top 10 Demonstration Tips
1. First Install your databases!§ A full version with the main features of
OpenERP (CRM, Sales, Purchases, Accounting, Manufacturing, Warehouse, Project, HR)
§ A short version only with the CRM installed
2. Explain the main differences between the two cl ients
GTK Client
WEB Client
3. Show the user friendliness of OpenERP. The software is really easy to use and the interface helps the end user to f ind his way!
● Dashboards, views, multi tabs, shortcuts...
ØDashboard
GTK: View
GTK: v iews
Web: l ist view
Web: Form view
Web: calendar view
Web: Process view
4. Explain quickly the main features installed and give a short description of the modules
5. Let’s start the demonstration with a “Sales Flow”. From a lead to the delivery of the products.
. . . I am a Salesman
● Encode as a new lead a Business Card and convert it into an opportunity
Ø Interact with your customer, schedule a call and a meeting, exchange emails and follow your sales cycle (stage, expected revenue,.. .)
Ø Create and send a quotation to your customer. (The report designer module can be used to modify your report)
. . . I am a good Salesman
Ø Confirm the Sales Order and create the draft invoice
Ø Create the f inal invoice and send it to the customer
. . . I am the manufacturer
Ø Manufacturing order > select your order.. .
Ø. . . And start the production
. . . I am the warehouseman
Ø Warehouse Management > Delivery ordersYour order is now ready, print your picking list. Go to your stock and deliver your products!
6. Show the f lexibil ity of the software, OpenERP is easi ly customisable!
Ø Modify the customers’ addresses.. . .
Ø . . . And add a new field
● Open a Purchase order and edit the purchase workflow...
● Create some actions and conditions to modify your way of working
v Create a validation stepv Create a condition (amount > 2000)v Create an action (if amount > 2000 schedule a meeting)
7. Demo, demo, demo!!!
ØCEBIT 2011 without demo!
ØCEBIT 2011 during a demo!
8. Demonstration ski l ls
Ø Make a short demonstration (45minutes maximum);Ø Don’t go too deep into the software;Ø Create and follow a script for your presentation (roles, real scenarios,
stories);Ø Engage your participants in the presentation (ask for a business card);Ø The goal is to give a generic demonstration and make them want to use it;Ø The next step should be a customized demonstration, not free of charge
this time
9. Continually increase your knowledge about
OpenERP, your demonstration wil l be
better and better!
BooksOpenObject Press just released 3 books based on the version 6.0 of OpenERP. These books are dedicated to our Partners and end
users who want to improve continually their knowledge on OpenERP.
10. Stay updated with the last OpenERP
improvements and references!
Exercices
●Exercice 1
Ø CRM Presentation You are a Salesman who is just coming back from an exhibition and met few leads. Encode your leads into the CRM, convert the most interesting to an opportunity. Interact with your prospect, log your calls, schedule a meeting, add a next action step and an expected date of closing!
●Exercice 2
Ø Sales Management You are a Salesman who is closing a deal. Send a quotation to your customer. Change the language set by default for your customer on its form and add French. The goal is to save the quotation in French on your laptop and add the document on your customer form as attachment. Confirm the order and create the final invoice.
●Exercice 3
Ø Manufacturing and Warehouse Create quickly a Sales order and add a PC2 as product. You are the manufacturer and you are launching your production order related to the sales order you made. Your are now the warehouseman, process your products, print your picking list and go to your stock!
●Exercice 4
Ø Configuration Show how flexible OpenERP is! You are a functional consultant and you want to modify a view in adding a new field. You are now a technical consultant and you are reviewing the internal process of your company. Modify the purchase workflow, create a Validation step and add a condition and an action!
●Exercice 5
Ø Ease of use OpenERP is a dynamic software that runs on the latest technologies! Show that you can handle easily the software thanks to some tools which help the end user find his way! Open a section and look at the different views available (calendar, list, form, process). Add a shortcut. Show drag and drop.
Happy sell ing!