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200+ staff · HK, Shenzhen, Vietnam & Taiwan

Migration Agency

SalesCRMAccountingHRWeChat

Background

A migration agency with 200+ staff across Hong Kong, Shenzhen, Vietnam and Taiwan migrated from Salesforce CRM to Odoo to fully connect its four offices and speed up order processing.

The benefits of switching to Odoo with us

  • Migrated from Salesforce CRM to Odoo, fully connecting operations across four offices.
  • Order processing sped up from a few days to a few minutes.
  • CRM integrated with WeChat so business in China and Hong Kong is fully connected.
  • Higher CRM adoption as salespeople use one connected system.

How we adapted the solution to the business

  1. 1

    Discovery

    Map cross-office sales and case-processing flows.

  2. 2

    Salesforce → Odoo

    Migrate CRM data and workflows off Salesforce.

  3. 3

    Configure modules

    Set up Sales, CRM, Accounting and HR across four offices.

  4. 4

    WeChat integration

    Connect enquiries into CRM across China and Hong Kong.

  5. 5

    Go-live & adoption

    Train teams to drive consistent CRM usage.

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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