Introduction:
Caller: Good [morning/afternoon], [Customer's Name]. My name is [XXX], and I'm calling from
XXX, an Official Odoo Partner in XXX. I hope I'm not catching you at a bad time, are you
available for a brief discussion?
Caller: Great! The reason for my call is to introduce you to a powerful business management
software that has been transforming the operations of large companies like XXX , XXX , XXX…
It's called Odoo, and we believe it can bring a significant improvement to your business as well.
Do you know Odoo?
Present Value Proposition:
Caller: Odoo is an all-in-one, highly customizable, and scalable business software that covers
everything from Accounting, Purchase, Inventory, Sales…etc. It can streamline your operations,
reduce costs, and boost productivity.
Ask Qualifying Questions:
1. Caller: Could you briefly describe your current software and tools you use for business
management?
2. Caller: What are the biggest challenges or pain points your company is facing in terms of
business operations and management?
3. Caller: Are there any specific features or functions that you believe are crucial for your
business that your current software doesn't provide?
Demonstrate Understanding:
Caller: Thank you for sharing that information. It helps us understand your unique needs better.
Based on what you've told me, I believe Odoo could be a great fit for your organization. We've
successfully addressed similar issues for other companies, and we'd like to explore how we can
tailor Odoo to your specific requirements.
Caller: Are you available for a meeting at your convenience? We can discuss your requirements
in more detail and demonstrate how Odoo can be a game-changer for your business.
Notes:
● Always search for the decision maker name before calling the landline and ask to speak
to the decision maker directly.
● When giving examples of existing Odoo customers try to mention customers from the
same vertical/industry and always mention big names even if they are working with
another partner or Odoo direct team.
([Link]
● Suggest a timing and if not available ask the customer when his best time is.
● The most important part in this script is the questions you will ask that will identify how
qualified this lead is!
● So, I suggest that you prepare a list of questions that will be asked to the customer
during the initial call. We will make sure we ask 2 to 3 questions maximum to shorten
the call as much as possible.