Course Description
This focused 1-hour crash course equips Account Managers with the essential knowledge to represent NextGen Upfitters effectively and use Odoo confidently from day one.
You will learn:
- What NextGen Upfitters does: turning stock vehicles into fully integrated, mission-ready emergency vehicles for first responders
- Who our customers are and what drives their decisions (reliability, safety, speed, low long-term hassle)
- Your role as the single point of contact: owning relationships, responding fast, quoting accurately, coordinating with the shop, upselling, and tracking deals
- Why we use Odoo as our all-in-one system and how the main apps (CRM, Sales, Inventory, Project, Reporting) connect to make your work faster and error-free
- The four most important daily workflows in Odoo: creating leads and quotations, handling custom upfits, confirming orders to shop jobs, and managing service requests
- Practical best practices, common mistakes to avoid, and key quirks of government buying (co-op contracts, detailed invoices/photos, 30-60 day payments)
What you gain
By the end, you will understand the business and customer mindset, know how to navigate and use Odoo for core tasks, and apply proven habits that build trust, speed up deals, and improve customer satisfaction.
