Odoo CRM is a Customer Relationship Management module within the Odoo platform. It enables businesses to centrally track their leads/opportunities and gain real-time insights into sales data. With Odoo CRM implementation, sales teams can track prospects and access the latest lead-related information in one place. Besides, it enables business managers to easily monitor the work progress of the entire sales team with ease. It automates business processes to reduce manual tasks so that sales executives and managers can focus better on essential business development activities.
Features of The Odoo CRM Module
Below are the key features of the Odoo CRM module:
- It enables sales executives to prioritize activities in the pipeline and achieve targets efficiently.
- Its Kanban view is effective at tracking the progress of sales through various stages
- Odoo CRM dashboard provides critical insights into ongoing and finished sales activities
- Sales managers can efficiently analyze the reasons behind the loss of opportunities to improve sales
- Odoo CRM automates daily business activities to save time for better focus on business development
Also, Read Introducing Odoo 17: Here’s Everything You Need To Know
Use Case: Odoo CRM Implementation For a UK-based F&B Company
In this blog post, we shed light on the main features of the Odoo CRM module by showcasing our success story for a project where we implemented Odoo CRM for a UK-based F&B company. Read on to discover the key features we delivered to our client to help them effectively manage their routine sales/CRM processes.
Lead Generation
CRM > Leads > Create
- In the lead creation form, you can select a customer or create a new customer and link to this lead.
- Add a complete address of the customer. You can fill the optional fields like email, contact name, job position, mobile, phone, fax, etc.
- The corresponding salesperson’s details will be automatically filled. The sales team will also be assigned automatically.
Also, Read Custom Odoo ERP Development For The Telecom Industry
Opportunities
CRM > Leads > Select a lead > Click on Convert to Opportunity
Once you click on ‘Convert to Opportunity,’ a new popup will appear and it will create a fresh opportunity.
If you select ‘Merge with existing opportunities’, a new option will appear to choose the opportunities.
You can assign the new opportunity to a salesperson and his team.
If you select ‘Do not link with a customer,’ then no customer will be linked.
Also, Read Odoo vs ERPNext: Selecting The Right ERP Solution For Your Business
Sales Pipeline
- The opportunities will be displayed in the Sales Pipeline section.
- You can go to My Pipeline menu and see the opportunities grouped by their corresponding stages.
CRM > Sales > My Pipeline
One of the main features of Odoo is the drag and drop functionality. You can change the opportunity status or stage by dragging from one stage to another.
Customizable Pipeline
CRM > Sales > My Pipeline > Click on +icon i.e Add Column
You can configure the stages by clicking on Add column (i.e +icon).
Edit / Update Pipeline Content
CRM > Sales > My Pipeline
- You can edit any existing opportunity, select the opportunity from the list and click on the edit button.
- The Mark Won and Mark Lost options are used to mark the opportunity as won or lost.
CRM > Sales > My Pipeline > Click on Quick Add i.e +icon
- Expected revenue, conversion or probability related to the opportunity will be displayed at the extreme left corner.
- You can check the number of meetings by clicking on the button at the top right corner of the form.
- The contact information tab contains all the contact details related to the opportunity.
Also, Read Odoo Community vs Odoo Enterprise: Making The Right Choice
Quotations
- You have to create a quotation once you win the opportunity.
- The next step is to initiate the actual sales procedure.
- Prepare a quotation and send it to the customer.
You can create a quotation by two methods:
Method 1:
CRM > Sales > My Quotations > Create
- The validate field is used to set the validity or expiration date of the quote.
- The Payment Terms specify the conditions for paying an invoice. (You can set it to Immediate Payment, 10 Days, 15 Days, etc).
- The Send By Email button is used to send the quotation to customer via email.
- Under the Other Information Tab, you can provide details about the salesperson and team.
Method 2:
CRM > Sales > My Pipeline > Click on an opportunity
Once you win the opportunity, click on ‘New Quotation.’ It will automatically create a new quotation for the won opportunity.
Avail Benefits of Odoo CRM Module Implementation with Oodles
Our Odoo development services save time and efforts of the sales team and managers. All the information related to sales can be accessed at one place. We provide custom CRM software development services as per specific business requirements. We have experience in implementing the Odoo CRM module for various business verticals. Our Odoo CRM development and implementation services enable businesses to check all their leads/opportunities at one place and analyze the results.
Implementing the Odoo CRM module simplifies the sales task by collating all the information at one place. It can significantly boost the sales and revenue of food and beverage production industries. Odoo provides an open source CRM solution that enables salespeople to generate leads, customize pipeline, create quotations and more. For more details, write to us at [email protected].
