The Pain Points: Limitation of the Traditional ERP and the
Time-Consuming Excel Nightmare
Before Odoo, Accutherm had been using Taiwan’s local system – Digiwin ERP to manage accounting, finance, and some internal operations. However, the Customer Relationship Management (CRM) and sales software were missing in the framework. At the time, the company relied heavily on a massive and laggy Excel file that had been in use for many years, which sales representatives had to manually input and update every week with their customer engagement progress.
"The format of Excel inherently makes it difficult to present details, requiring the sales team to spend a lot of time organizing information. For management, the lack of real-time data of sales projects or revenues stops us from growing faster."
Louis Yeh
Sales Director of Accutherm Industrial
Migration to Odoo:
Transformation Driven by Cost Efficiency and Flexibility
Based on their existing software infrastructure, Accutherm initially considered purchasing the add-on CRM module from their previous ERP provider, Digiwin.
"Of course, having all departments use the same system is ideal. However, the CRM module provided by our previous system had to be purchased separately, and the quoted price made us hesitate. That's why we started evaluating other CRM software options."
Most traditional enterprise management software on the market offers perpetual license models with fixed system structure and functions. While this only provides a preset workflow, companies often face skyrocketing costs as they expand, forced to purchase additional, disparate software. Aside from expanding from their existing system, Accutherm also evaluated internationally renowned CRM software solutions like Salesforce, Trello, and NetSuite. Ultimately, Odoo stood out with three core advantages:
Why Odoo?
View 80+ Apps
"CRM" + "Helpdesk" = A Communication Revolution
Real-time Tracking of Sales Progress and Performance
To enhance sales efficiency, Accutherm first strated from the core modules: CRM and Sales. After systematizing the management of customer inquiries and orders, sales reps can now input information with different devices anytime, anywhere.
Through Odoo's seamless integration with emails and calendars, daily planning is effortless. Every sales order and negotiation progress is reflected in the system in real-time, keeping a complete history of conversations.
"Our sales team no longer needs to prepare reports for weekly meetings. I can simply log into Odoo to see the status of all clients and the company's overall performance."
Now the sales reps save hours every week that were previously spent tweaking Excel, and the management team can grasp the company's revenue much more instantly to make the correct decisions.
Breaking Down Silos: Accelerating Cross-Departmental Collaboration
During the implementation process, Accutherm went a step further and activated the "Helpdesk" module, allowing sales to discuss order requirements and product details with the procurement and R&D departments in real-time.
Whenever there is a new enquiry, sales can directly submit a ticket to other teams. With the Odoo system, all departments can synchronously view the associated customer data, enabling them to provide quotes and delivery orders much more quickly and accurately.
"Compared to the old days of passing papers or verbally asking about prices, quantities, and lead times, Odoo makes cross-departmental information much more transparent and communication much more immediate, greatly reducing information gaps."
Odoo's modular design ensures data centralization within the organization: the system is no longer a collection of isolated software silos, but rather interlocking building blocks. Through clear permission settings, the R&D team can see the customer pain points recorded in the CRM, while frontline sales can instantly check up-to-date and forecasted inventory, effectively reducing delays caused by incorrect information or back-and-forth confirmations.
Accutherm's Next Step:
"Lego-like" Gradual Expansion Towards All-in-One Management
As the Accutherm team gradually familiarized themselves with the core modules, the team also began evaluating and testing advanced features such as Project, Quality, and Manufacturing (MRP).
"For us, one of Odoo's greatest advantages is its scalability."
"For many Taiwanese SMEs, it's very difficult to commit the massive amount of time and investment to onboard all departments onto a single system at once. This hesitation often leads to different departments purchasing separate software, resulting in scattered databases."
"With Odoo, however, you can start from the core and slowly migrate all workflows step-by-step, achieving a truly unified system."
This progressive, phased implementation strategy is not only more cost-effective and practical for decision-makers but also significantly reduces resistance to change among frontline employees.
Accutherm Industrial is steadily exploring more of Odoo's functionalities and building a more comprehensive structure progressively. Their ultimate goal is to transition accounting and finance to Odoo as well, enabling all company departments to operate on a single platform and fully maximize the value of data integration.
志禾工業 Accutherm Industrial
Region: Taiwan
Main Markets: Taiwan, Overseas Markets (approx. 25%)
Industry: Manufacturing
Company Size: 30-40
Odoo User Count: 10-15 users
Odoo Modules: CRM, Sales, Helpdesk, Documents, Project, etc.
Hosting Type: Odoo Online
Odoo Partner: Donjing 動靜資訊
