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Case Study:
Sales Pipeline Automation

🏢 Company: BuildRight Equipment Suppliers (B2B construction materials)
🔗 Focus: WhatsApp Business API ↔ Odoo CRM — lead capture, pipeline tracking, reminders, analytics
📈 Results: Response time 8h → <30 min · Win rate +22% · Pipeline visibility 100% · CSAT up · Revenue +15% / 6 months

Client Overview

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BuildRight is a fast-growing B2B construction materials distributor whose buyers prefer WhatsApp and phone. The team needed a scalable, trackable sales pipeline—without forcing customers to change channels.

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Challenges

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  • Leads trapped in silos: WhatsApp + phone on personal devices → no central history

  • Inconsistent follow-ups: missed nudges → lost deals & weak pipeline hygiene

  • Zero real-time visibility: managers couldn’t see stages, SLAs, or conversion rates

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Solution:

WhatsApp ↔ Odoo CRM Sales Automation

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We deployed an integrated WhatsApp Business API + Odoo CRM stack:

  • Automated Lead Capture — inbound WhatsApp inquiries auto-create Leads in Odoo with source, owner, timestamps.

  • Pipeline Tracking — each WhatsApp thread maps to a deal stage (New, Quotation, Negotiation, Closed).

  • Template Messaging — one-click catalogs, quotes, follow-ups sent from Odoo; every touchpoint is logged.

  • Reminder Automation — SLA timers trigger WhatsApp nudges for approvals, POs, and payment deadlines.

  • Analytics Dashboard — live response time, deal velocity, rep performance, and stuck-deal alerts.

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How It Works (Flow)

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Inbound WhatsApp → Auto-lead in Odoo → Stage set + owner → Template follow-ups → SLA nudges → Quote/PO → Close + ops handoff → Dashboard KPI update

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Results & Impact

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  • Speed-to-lead: reply time 8h → <30 min

  • Win rate: +22% via consistent, stage-based follow-ups

  • Manager visibility: 100% pipeline coverage across reps and stages

  • Customer experience: faster replies, clearer quotes, transparent status

  • Revenue: +15% in 6 months driven by higher lead-to-customer conversion

  • Bottom line: a responsive, auditable sales engine that scales without chaos.

Why It Works (Key Differentiators)

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  • Native channel, enterprise control: buyers stay on WhatsApp; managers get full CRM visibility

  • Process you can trust: SLAs, templates, and logged actions reduce missed follow-ups

  • Data-driven coaching: real-time dashboards expose bottlenecks and highlight winning plays

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