Demonstrate OpenERP effectively

1. “How to showcase OpenERP”
Nora Marcon, Education Account
Manager, nma@openerp.com

2. 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/closewi
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=0
Login: OpenERP s.a.
Password: openerp-123

5. 2. Install 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)
gma@openerp.com
Tel: 081 81 37 00 (ext: 08)

6. 3. Follow 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=0B7RdQKYYS8JHMTg4ZTY3ZDEtNzgxOS00

7. Sales demonstration Of OpenERP V6.0.3
45mins

8. Top 10 Demonstration Tips

9. 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

11. 2. Explain the main
differences between
the two clients

12. GTK Client
WEB Client

13. 3. Show the user
friendliness of OpenERP.
The software is really easy
to use and the interface
helps the end user to find
his way! views, multi tabs, shortcuts...
Dashboards,
●

14. Dashboard
Ø

15. GTK: View
GTK: views
Web: list
view

16. Web: Form
view
Web:
calendar view

17. Web: Process view

18. 4. Explain quickly the
main features
installed and give a
short description of
the modules

20. 5. Let’s start the
demonstration with a
“Sales Flow”. From a
lead to the delivery of
the products.

21. ... I am a
Salesman

22. ● Encode as a new lead a Business Card and convert it
into an opportunity

23. Ø Interact with your customer, schedule a call
and a meeting, exchange emails and follow
your sales cycle (stage, expected revenue,...)

24. Ø Create and send a quotation to your
customer. (The report designer module can
be used to modify your report)

25. ... I am a good
Salesman

26. Ø
Confirm the Sales Order and create the draft
invoice

27. Ø
Create the final invoice and send it to the
customer

28. ... I am the
manufacturer

29. Ø
Manufacturing order > select your order...

30. Ø
... And start the
production

31. ... I am the
warehouseman

32. Ø
Warehouse Management > Delivery orders
Your order is now ready, print your picking list. Go to your
stock and deliver your products!

33. 6. Show the flexibility
of the software,
OpenERP is easily
customisable!

34. Ø
Modify the customers’ addresses....

35. Ø
... And add a new field

36. ●
Open a Purchase order and edit the purchase
workflow...

37. ●
Create some actions and conditions to modify
your way of working
v
Create a validation step
v
Create a condition (amount >
2000)
v
Create an action (if amount >
2000 schedule a meeting)

38. 7. Demo, demo,
demo!!!

39. Ø
CEBIT 2011 without demo!

40. Ø
CEBIT 2011 during a
demo!

41. 8. Demonstration
skills

42. 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

43. 9. Continually increase
your knowledge about
OpenERP, your
demonstration will be
better and better!

44. Books
OpenObject 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.

45. 10. Stay updated with
the last OpenERP
improvements and
references!

46. Exercices

47. ●
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!

48. ●
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.

49. ●
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!

50. ●
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!

51. ●
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.

52. Happy selling!