B2B prospecting for ERP and Odoo integrators
How an Odoo or ERP integrator can win new projects by email: which SMEs to target, signs of an ERP change, messages and payback.
Lead Matrix for Odoo and ERP integrators: AI identifies the companies that match your ideal customer profile and writes them personalised emails, experts run the campaigns, and interested prospects arrive in a real-time dashboard. You know how to win an ERP project once you are in the room. We take care of getting you there.
The challenges of prospecting
Your consultants are busy delivering
Every hour spent prospecting is an hour not billed. So business development always comes after delivery.
A feast-or-famine pipeline
New projects come through word of mouth and partners, which makes it impossible to forecast workload three months ahead.
Long sales cycles
An SME takes months to decide to change its ERP. You need to be there at the right moment, then follow up without wearing yourself out.
Who to target
| Companies | Decision-makers |
|---|---|
| SMEs and mid-sized companies with 10 to 250 employees | Managing Director / CEO |
| Manufacturing, wholesale, distribution, services | Finance Director / Financial Controller |
| Region: the UK, Ireland or the areas you cover | Operations Director |
| Excluding customers and competitors ("do not contact" list) | Head of IT or IT Manager |
Your final targeting is built with you during the workshop: sectors, company sizes, regions, roles and exclusions (customers, competitors, partners).
Buying signals to watch for
- A growing company, or one hiring in order processing, accounts or logistics
- A new site or subsidiary
- Ageing or scattered tools (spreadsheets, separate software packages)
- A new Managing Director or Finance Director
These signals make the first email relevant: you write when the need appears, with a specific reason to get in touch.
Example first email
A fictional example, to adapt to your offer:
Subject: Order management at Hartley Fabrications
Dear Ms Whitfield,
I noticed Hartley Fabrications is hiring two people in sales order processing. That is often a sign that orders still go through several spreadsheets and systems.
We help manufacturing SMEs bring quotes, stock, production and invoicing together in a single ERP, without an 18-month project.
Would you be open to a 20-minute call next week?
Tom Ashworth
ERP Consultant · Your company
Short, built around a real fact about the company, with a single question: that is the format that gets replies. Our full method: B2B cold email: the complete guide.
What it could bring in
| Average ERP project (margin) | €15,000 |
| Starter plan (12-month commitment) | €710 excl. VAT a month, or €8,520 a year |
| Months of subscription covered by a single client | 21 months |
Assumption: an integration project with €15,000 in margin. Replace it with your own average deal value. This is an indicative calculation, not a guaranteed result.
The legal framework
The rules depend on the recipient's country. In the United Kingdom, PECR lets you email corporate subscribers (limited companies, LLPs, public bodies) without prior consent, as long as you identify yourself and offer a simple way to opt out; sole traders and most partnerships are treated like individuals and need to have consented (ICO). Because you are writing to named people, the UK GDPR also applies: you need a lawful basis, usually legitimate interests, and you must tell people where you got their details. In France, B2B email without prior consent is allowed if the message relates to the recipient's role, with an unsubscribe link and information on their rights (CNIL). Germany (§ 7 UWG), Spain (article 21 of the LSSI) and Italy (article 130 of the Codice privacy) require prior consent in principle, even in B2B. Target countries are agreed with you and each campaign follows the local rules. Full details: Is B2B cold email legal under GDPR?
How Lead Matrix helps
- A 45-minute targeting workshop to define your target companies, decision-makers and key arguments.
- Launch within 48 hours from dedicated sending domains, with messages written by AI and approved by our experts.
- Qualified replies delivered to your dashboard, with a pipeline to track every opportunity. You can answer straight from the lead card.
- Ongoing optimisation of targeting and messages.
Plans range from €710 to €2,510 excl. VAT a month with a 12-month commitment. Find out more: What is Lead Matrix?
Frequently asked questions
How many meetings can we expect?
It depends on your market, your offer and the number of companies contacted. We do not promise a figure in advance: results are visible in real time in your dashboard, and targeting is adjusted every week.
Do we need to provide a contact list?
No. Companies and decision-makers are identified for you, based on the targeting defined together. You can provide a list of customers and competitors to exclude, which goes on your "do not contact" list.
How long does it take to get started?
Campaigns go live 48 hours after the targeting is approved, following a 45-minute workshop.
Does it work for Odoo partners outside the UK?
Yes. Campaigns can run in English, French, German, Italian and Spanish, and the Growth plan covers several countries. Each country's email rules are taken into account when the targeting is defined.
Sources
- Direct marketing and privacy and electronic communications, ICO
- La prospection commerciale par courrier électronique, CNIL (in French)
- § 7 Gesetz gegen den unlauteren Wettbewerb (UWG), gesetze-im-internet.de (in German)
- Ley 34/2002 de servicios de la sociedad de la información (LSSI), BOE (in Spanish)
- Codice in materia di protezione dei dati personali, Garante per la protezione dei dati personali (in Italian)
- How much does outsourced B2B lead generation cost in 2026?, Lead Matrix