Tutorial CRM – Lab Odoo

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

INSTRUCTIONS:
1. You need to work in this assignment in pair from the same class.
2. You are asked to answer the questions and solve the case by using Odoo.
3. To start using Odoo, go to https://demo.odoo.com/ or https://demo3.odoo.com/web
4. 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 contacts (see Table 1).

Table 1. Associate Strategies’ Customer

Customer Name Street City Phone Number Email

Miller. Co ### Nusa Dua DKI Jakarta 87797884 contact@miller.com

PT Winnie The Bish ### Bayoer Ninjau Bali 67397444 contact@winnie.com

Parikh Agency ### Merdeka Yogyakarta 56781233 contact@parikh.com

Coolidge High School Pahlawan Cirebon 97655432 contact@coolidge.com

### Revolusi

Coach Gym ### Melati 1 Medan 65487901 contact@coachgym.com

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 Expected Priority Expected Closing

Revenue

PT Winnie The Bish Need 30 days of $ 70,000 ** December 1st 2017

### consultancy

Parikh Agency ### SAP HR project $ 85,000 *** November 25th 2017
development

Coolidge High School Plan to create IT blueprint $. 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 Question ** Support Solved

SAP-ERP

China Export Data center can’t be Issue *** Support New

used

Agrolait Need of user training Question *** Support In progress

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