Automated customer history, pricing information, and intelligent recommendations directly within the Odoo quotation process—for data-driven sales decisions.
Sales thrives on decisions. Yet too often, the information needed to make these decisions is missing in the proposal process.
The RS Sales Consultant is an Odoo add-on that automatically matches proposals with customer data and provides specific recommendations for optimization.
Sales based on real customer history: automatically, clearly, and from the first follow-up proposal.
Utilize customer data where it originates
With each proposal, the customer history grows.
The RS Sales Consultantautomatically accesses this information as soon as it is available. From the first follow-up proposal, relevant data is considered directly in the proposal process without manual research and without system changes.
This includes, among other things:
- previous proposals
- individual prices and price histories
- preferred products
- consciously rejected items
Thus, the complete decision-making basis is available exactly where it is needed: in the proposal itself.
Smart hints instead of hidden information
A central element of the RS sales advisor is clear indicators and visual cues. These make relevant information immediately visible.
And all this without long lists or additional clicks.
Sales recognizes at a glance:
- which products work well for the customer
- where there have been rejections in the past
- whether there are price deviations
- which positions require special attention
Additionally, smart hints and notifications actively inform about relevant changes or specifics. This way, important information is not overlooked but is specifically integrated into the decision-making process.
Support for cross-selling and upselling
Based on the existing customer data, the RS sales advisor automatically points out suitable alternatives and additions . This makes cross-selling and upselling potentials visible without complicating the offer process.
At the same time, the system helps to avoid repeat offers for previously rejected products and makes an important contribution to professional customer engagement and consistent sales.
Efficiency in daily sales operations
The greatest effect is seen in day-to-day business:
- less time for research
- consistent offers across all sales staff
- better decision-making bases
- traceable offer logic
The RS sales consultant supports the sales team in working in a structured and data-driven manner – without additional tools or extensive training.
Conclusion
The RS sales consultant makes customer data usable in the offer. By combining automatic history usage, favorites, price history, as well as clear indicators and hints, offers are created that are based on real customer decisions.
The result is professional, consistent, and traceable offer processes.
And a sales team that makes decisions based on knowledge, not gut feeling.