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150 staff · HK, Taiwan, Vietnam & China

Global Migration Consultancy Firm

CRMSalesAccountingWhatsAppInvoicingMarketing

Background

A global migration consultancy with 150 staff across Hong Kong, Taiwan, Vietnam and China migrated 100,000+ records from Salesforce to Odoo, adapting front-, middle- and back-office workflows and connecting social enquiries into CRM.

The benefits of switching to Odoo with us

  • Migrated 100,000+ records from Salesforce to Odoo across front, middle and back office.
  • Client documents are more accessible for both clients and internal staff.
  • WhatsApp, Facebook and Instagram enquiries connect into CRM so sales focus on pipelines.

How we adapted the solution to the business

  1. 1

    Discovery

    Map front-, middle- and back-office workflows.

  2. 2

    Salesforce → Odoo

    Migrate 100,000+ records and adapt workflows.

  3. 3

    Configure modules

    Set up CRM, Sales, Accounting, Marketing and Invoicing.

  4. 4

    Social integration

    Connect WhatsApp, Facebook and Instagram into CRM.

  5. 5

    Go-live & adoption

    Train teams and roll out across countries.

Could your business be our next case study?

Tell us how you operate and we'll map the right Odoo setup.

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