Tutorial Odoo 20172018 6up1r

Tutorial CRM – Lab Odoo

EXERCISE CUSTOMER RELATIONSHIP MANAGEMENT 2017/2018 FACULTY OF COMPUTER SCIENCE, UNIVERSITAS INDONESIA

INSTRUCTIONS: 1. 2. 3. 4.

You need to work in this assignment in pair from the same class. You are asked to answer the questions and solve the case by using Odoo. To start using Odoo, go to https://demo.odoo.com/ or https://demo3.odoo.com/web Disclaimer: Odoo demo cannot save your data. The data will be cleaned every time you close the website. Therefore, you need to be extremely careful when working of this assignment. Do not forget to print screen your step since it cannot be retrieved. 5. You need to submit your report before Friday, 4 May 2018 23.55 via SceLe 6. File name format (softcopy): Lab - [NPM 1] - [NPM 2] Example: Lab – 14098939 - 14823032

QUESTIONS: As an IT Company, NEC Global has embraced technology as a tool to maximize its marketing and sales process by using Odoo (https://demo.odoo.com/), a customer relationship management (CRM) system. Thus, you are asked to: 1. [20 pts] Create and explain the flowchart of each process and party which are involved in the case study above! (Swimlane). 2. [60pts] Execute the case study in Odoo and provide the evidence by capturing the print screen of every step that you have been done. 3. [20pts] Identify and explain the related functions in Odoo which are needed for solving the case study!

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NEC Global Case Study NEC Global is an Indonesian-based information and communications technology business solution provider. It was established on October 15th 2017 by an IT enthusiast named Christopher Wattimena. It offers various IT based service, starting from consulting services, network integrations, software products, enterprise project managements, and data center operations. As a new company, NEC Global needs to get new clients/customer. Therefore, Christopher Wattimena decided to attend a networking event in Jakarta and got 5 business cards from different companies there. He then asked marketing team to store all of the s (see Table 1). Table 1. Associate Strategies’ Customer Customer Name

Street

City

Phone Number

Email

Miller. Co ###

Nusa Dua

DKI Jakarta

87797884

[email protected]

PT Winnie The Bish ###

Bayoer Ninjau

Bali

67397444

[email protected]

Parikh Agency ###

Merdeka

Yogyakarta

56781233

[email protected]

Coolidge High School ###

Pahlawan Revolusi

Cirebon

97655432

[email protected]

Coach Gym ###

Melati 1

Medan

65487901

[email protected]

After following up, the sales department found 3 sales opportunities as can be seen on Table 2. In order to win the sales opportunity, the sales department have to schedule a call with Parikh Agency with due date on November 14th, 2017. Among all those opportunities, only Parikh Agency’s was won by Sales team. Table 2. Associate Strategies’ Opportunities Customer Name

Opportunity Name days

Expected Revenue

PT Winnie The Bish ###

Need 30 consultancy

Parikh Agency ###

SAP HR development

Coolidge High School ###

Plan to create IT blueprint

Priority

Expected Closing

of

$ 70,000

**

December 1st 2017

project

$ 85,000

***

November 25th 2017

$. 90,000

***

January 27th 2018

In order to maintain the existing customers, NEC Global’s marketing representatives need to do campaigns. First, the marketing representatives create an exhibition event that will be held from December 1st to 5th 2017, with the minimum target of 50 attendees. Then, they need to inform all the customers regarding this event by set up e-mail campaign.

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Not only that, there also after-sales activities that Associate Strategies’ team must do, which are managing issues or questions from customers (see Table 3). Table 3. Associate Strategies’ Issue and Question Tickets Customer Name

Tickets’ Name

Ticket Type

Priority

Helpdesk Team

Status

Camptocamp

Cost to implement SAP-ERP

Question

**



Solved

China Export

Data center can’t be used

Issue

***



New

Agrolait

Need of training

Question

***



In progress

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