CRM SWOT

SWOT for Sales Opportunities

• Strengths (internal, positive)

  • Why we are well positioned to win this deal

  • Examples:

    • Good relationship with decision maker

    • Competitive pricing

    • Strong track record / references in customer’s industry

    • Unique product feature aligned with client’s pain point

• Weaknesses (internal, negative)

  • Where our proposal is vulnerable

  • Examples:

    • Higher price than competitors

    • Missing feature the client asked for

    • Weak presence in customer’s geography

    • Limited local support

• Opportunities (external, positive)

  • External factors that could increase the chance of winning or expanding the deal

  • Examples:

    • Customer has budget left to spend this quarter

    • Competitor is experiencing supply issues

    • New regulation increases demand for our solution

    • Cross-selling possibilities

• Threats (external, negative)

  • Risks outside of our control that could jeopardize closing the deal

  • Examples:

    • Customer’s management change delays decision

    • Strong incumbent supplier with long-term contract

    • Economic downturn / budget freeze

    • Customer considering an in-house solution

Coupling calendar with Outlook

https://www.odoo.com/documentation/19.0/applications/productivity/calendar/outlook.html

Studio

Modifying a portal site

This one shows how, using the portal site, it is possible to change the user picture.