A kitchen equipment supplier's engineers on hotel projects
A hotel kitchen is bought once, some eighteen months after the first meeting. Consultant, owner and contractor each decide a part, and the thread between them lived in one engineer's memory.
What changes
The situation
A hotel kitchen is designed by a consultant, paid for by an owner and installed through a contractor. The supplier’s engineers meet all three, in consultants’ offices and on project sites, long before a tender. Then they have to stay in the conversation for a year and a half.
Before
Engineers kept cards and promised drawings. Nothing said who decided, or what came next. A project went quiet for months and came back when the consultant rang. When an engineer moved to another country, the project went with him.
Setting up
There are two teams, one for the UAE and one for Qatar, each matched to its sales team in Odoo. The admin builds one form for client meetings and one for site visits. Both ask for the number of rooms, the outlets and the opening date.
On a visit
In a consultant’s office the engineer scans a card. The app checks the workspace and Odoo: a colleague met this consultant last year, about another hotel. He keeps a separate lead and gives the reason, a different project.
He chooses Client meeting, taps Cooking, Later and Influencer, and sets the value in riyals. The next action is Send quotation, in three weeks.
Months later he walks the site with the owner’s project manager, and captures him as a Site visit and a Decision maker. Again the next action has a date, so it is a task.
What the manager sees
Each lead reaches Odoo within about a minute, with its history and the next task as a to-do. The Overview keeps pipeline in dirhams apart from pipeline in riyals, for the whole company or narrowed to one team, and counts the follow-up tasks done on time. When an engineer moves, the manager hands his leads to a colleague and can undo it. The notes, calls and messages are there to read.
What this team would watch
The scenario has no results to report. These are the numbers the app shows that a team in this position would track:
- Pipeline value, with each currency kept apart
- Follow-up tasks done on time
- Leads by how they were met
More from food and hospitality
ScenarioAt an exhibition
A food exporter meeting importers from twenty countries
Five days, a tasting counter and a queue. Every importer was promised samples and a price list, and some heard two different sets of terms.
- Team
- 8 on the stand, 3 export managers
- Show
- A five-day food exhibition in Dubai
- CRM
- Odoo