Duration: 20:51
PART 1 — Analytical Summary 🚀
Context and why it matters 💼
This 20-minute session targets Odoo Partners who struggle to get responses from cold outreach and want a predictable way to fill their sales pipeline. The speaker—an Odoo sales professional with prior hands-on operational experience—frames a core challenge: traditional methods surface only about 20% of the market while the remaining 80% of ideal prospects never see you. The talk proposes a shift from pitching features to selling business transformation, using a three-step outbound system designed for consistency, relevance, and trust-building.
From features to transformation: the 3-step system 🧠
The keynote emphasizes a mindset change: don’t sell a module; sell the outcome. It starts with finding the human pain behind the company.
Step 1: You don’t search companies, you search stories. Instead of targeting “a grocery chain,” target the sales manager who loses two days every month to manual inventory counts and spreadsheets. When you anchor outreach in a relatable narrative, you speak to reclaiming time and removing friction—not barcodes or inventory features. Stories typically cluster into three narrative types: growth (fast-scaling, fragmented systems, cross-border needs), industry (shared pains that enable repeatable conversations and future verticalization), and processes (manual, error-prone workflows everyone despises).
Step 2: You don’t interrupt; you orchestrate. Replace one-off cold messages with a coordinated, multichannel sequence across email, LinkedIn, and phone. Start with an email framed around the story, follow with a personalized LinkedIn invitation (“just emailed you—nice to put a face to a name”), and then call. By the time you speak, the prospect has seen your name and content, making the call warmer and far more effective. The speaker underscores that voice conversations still create the strongest trust because they can’t be “fully automated away” and typically deliver materially higher close rates than email alone.
Step 3: You don’t chase value; you create value. If timing isn’t right, you stay relevant by sending useful, context-specific insights—regulatory briefings, industry benchmarks, or implementation checklists. This positions you as a trusted advisor. Over time, you’re the first call when the company is ready because you helped shape their internal narrative and decision criteria without pushing a quote.
The orchestration toolkit ⚙️
Execution requires simple but disciplined tooling. The speaker’s stack includes Lucia for contact data, LinkedIn (including Sales Navigator) for research and network-building, and Odoo as the CRM backbone to track interactions and reactions across the sequence. To enable continuous value creation, teams build a “vault” of assets with Odoo Knowledge and Odoo Documents—combining reports, market notes, and real pain points collected from conversations with customers and partners. This institutional memory makes every new touch more relevant and accelerates industry specialization.
Q&A highlights 💬
- Reaching decision-makers: Begin with a relevant contact on LinkedIn, earn trust, and ask for internal referrals. Your first champion becomes your ambassador.
- Follow-up cadence: About 12 touchpoints over a month to six weeks across email, LinkedIn, phone, and sometimes WhatsApp—push until it feels intrusive, then pause and re-engage later with new value.
- Buying lead lists: Generally not recommended; they lack story context and create cold, time-consuming calling. Consider only for very specific vertical plays.
- Best LinkedIn icebreaker: Lead with curiosity. Engage with their content first; then bridge to the business conversation.
- Outsource vs. in-house cold calling: Keep it internal when possible. Authenticity in the first impression matters and sets the tone for the entire sales cycle.
- Building an audience: Share value consistently—demos, documentation, event insights, industry reports. Slow, steady content builds trust and inbound momentum.
- Sell single apps or full ERP? Start where you’re strongest (e.g., websites/eCommerce), deliver wins, and expand. Odoo can support the end-to-end journey, but partners should grow expertise deliberately.
Impact and takeaways
By pivoting from features to transformation, partners improve qualification (they understand the business context), forecasting (they shape the buyer’s readiness), and average deal size (trust is built before quoting). The approach reframes outbound from interruption into a guided journey—anchored in stories, sustained by orchestration, and differentiated by value creation. The result is a scalable, human-centric system that helps Odoo partners stand out in crowded markets and win with relevance.
PART 2 — Viewpoint: Odoo Perspective
Disclaimer: AI-generated creative perspective inspired by Odoo’s vision.
When we talk about simplicity at Odoo, it’s not just in the software—it’s in the way we sell and serve. Outbound becomes meaningful when it’s rooted in real stories and outcomes. If partners lead with transformation, the modules take care of themselves. This is how we bridge technology and day-to-day work.
Integration matters beyond apps. A connected loop—Discovery in LinkedIn, Engagement by phone, Memory in Odoo CRM, and Knowledge in Documents—lets teams learn together. Community-shared playbooks and assets raise the bar for everyone. If we keep removing friction and keep the conversation human, the market follows.
PART 3 — Viewpoint: Competitors (SAP / Microsoft / Others)
Disclaimer: AI-generated fictional commentary. Not an official corporate statement.
The narrative-first outbound motion fits SMBs well and aligns with Odoo’s integrated product philosophy. Coordinating channels with clear stories and a lightweight stack can drive strong early-stage momentum. The emphasis on trust and voice contact is a smart counterbalance to automation fatigue.
At scale, however, governance, data privacy, and compliance (GDPR, cold outreach norms, WhatsApp usage) will test operational rigor. Enterprise buyers will also probe depth: industry blueprints, complex compliance, multi-entity controls, and global rollouts. The UX and “value vault” approach are differentiating, but sustained success will hinge on repeatable vertical playbooks, measurable pipeline telemetry, and controls that meet enterprise standards.
———
Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.