Technology
Technology
How ERP Consulting Group Connected Sales, HR, and Finance Operations for a Data & Analytics Consulting Firm
About the Project
The client is a data and analytics consulting firm serving enterprise clients. As a services-led business with active sales, recruitment, project delivery, and finance operations, it needed a single integrated platform to run its front-office and back-office processes rather than relying on disconnected tools.
Lead-to-sales-order processing time dropped from 45 days to 7 days - an 84% improvement - through a unified CRM-to-sales flow.
Technologies Powering This Solution
Odoo v17 Enterprise CRM & Sales
Lead configuration, pipeline and stage management, Kanban dashboards, and CRM-to-sales-order flow.
Email & Social Marketing
Drag-and-drop email campaigns with open/click analytics and social scheduling across Facebook, Twitter/X, and LinkedIn.
Lusha Integration
Custom one-way sync enriching company and contact data directly into Odoo.
HRMS & Recruitment
Employee records, requisition-approval workflows, job templates, and onboarding transition.
Project & Timesheet Management
Project templates, lifecycle stages, milestones, task dependencies, and timesheet tracking.
Accounting Management
Invoicing, payments, bank reconciliation, multi-company/multi-currency taxation, and e-invoicing & GSTR.
The Challenge
Turning Disconnected Front-Office and Back-Office Tools Into One Integrated Platform
Challenge
Fragmented Sales Process
The sales process was fragmented, with limited pipeline visibility and manual lead-to-order handoffs.
Solution
Unified CRM & Sales Management
Lead configuration, pipeline and lead-stage management, Kanban dashboards, and a direct CRM-to-sales-order flow brought the entire process into one connected system, alongside price lists, customer-specific pricing, and quotation generation.
Challenge
Marketing Disconnected From CRM
Marketing activity - email and social - was managed outside the core system, disconnected from CRM data.
Solution
Integrated Email & Social Marketing
Drag-and-drop email campaigns with open/click analytics, alongside social media scheduling and engagement tracking across Facebook, Twitter/X, and LinkedIn, were brought directly into Odoo.
Challenge
Manual Contact Data Enrichment
Prospect and contact data enrichment was handled separately from Odoo, requiring manual updates.
Solution
Lusha Integration
A custom one-way integration automatically synced and enriched company and contact data from Lusha directly into Odoo.
Challenge
Disparate HR, Recruitment, and Project Tools
HR, recruitment, project management, and timesheet processes ran on disparate tools with no unified reporting.
Solution
HRMS, Recruitment, Project & Timesheet Management
Employee records, requisition-approval workflows, and onboarding were unified in one HRMS, alongside project templates, task dependencies, milestones, and timesheet tracking.
Challenge
Finance Data Spread Across Legacy Systems
Accounting and finance data was spread across legacy systems, making consolidated reporting and reconciliation difficult.
Solution
Unified Accounting Management
Invoicing, payments, bank reconciliation, and multi-company/multi-currency taxation - including e-invoicing and GSTR - were consolidated into a single accounting module.
Challenge
Historical Data Locked in Legacy Platforms
Historical data was locked in multiple legacy platforms with no clean migration path.
Solution
Consolidated Data Migration
Historical records were migrated from four separate legacy systems into a single, consolidated Odoo platform, giving the business one clean system of record.
The Outcome
The two-phase Odoo v17 Enterprise implementation delivered measurable improvements across sales, marketing, HR, and finance:
84%
Faster lead-to-sales-order processing
30% → 68%
Lead data quality/coverage
78% → 95%
Financial reconciliation accuracy
50%
Faster recruitment cycle
120 hrs/mo
Saved across sales, marketing, HR & finance
1M+
Historical records migrated
Key Outcomes
- Lead-to-sales-order processing time cut from 45 days to 7 days through a unified CRM-to-sales flow with automated pipeline management
- Lead data quality and coverage improved from 30% to 68% by automating Lusha enrichment and sync directly into Odoo
- Financial reconciliation accuracy increased from 78% to 95% with automated bank statement import and reconciliation
- Recruitment cycle time reduced from 90 days to 45 days through structured requisition-approval and onboarding workflows
- Around 120 hours per month saved across sales, marketing, HR, and finance by consolidating operations onto a single platform
- Over 1 million historical records migrated from four legacy systems into one consolidated Odoo platform
A genuinely end-to-end implementation - CRM and marketing through HR, recruitment, projects, and full accounting - delivered in a structured two-phase rollout on a single Odoo instance.
A Blueprint for End-to-End Services Operations
This deployment shows how a services-led consulting firm can bring sales, marketing, HR, project delivery, and finance onto one platform instead of stitching together disconnected tools. By pairing a unified CRM-to-sales flow with integrated marketing, contact enrichment, HR, and accounting, ERP Consulting Group gave the client a single system of record to run - and scale - its entire business.
Ready to unify your front-office and back-office operations?
Book a free Odoo consultation and discover how ERP Consulting Group can bring your sales, HR, and finance onto one platform.
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