Odoo is a comprehensive suite of enterprise applications including Customer Relationship Management (CRM), Human Resource Management (HRM), Accounting, Warehouse management and Point of Sale. Odoo CRM module is specifically designed to manage existing and potential customers efficiently. It enables businesses to check all of your leads/opportunities in one location, manage them from one stage to a different, and analyze the results.
Odoo CRM module enables business managers and sales executives to track their prospects and gather the relevant information in a single unified location. Also, Odoo CRM reduces the workload of business associates and gives them access to simply segmentable and well-visualized data.
We provide Odoo integration services to streamline and automate business operations. Our developers are skilled at working with different versions of Odoo.
Key Features of Odoo CRM
Priorities Activities
Prioritize the follow-up activities in the pipeline and meet your targets with efficiency
Track your sales activities
Track the sales stages easily and efficiently via the sales pipeline Kanban view.
Schedule Meetings
Schedule meetings directly from the opportunity of customer
Dashboards
Get all the mandatory details of ‘in progress’ and ‘accomplished business activities’ in your Dashboard
Get in touch with customers
It maintains communication with customers via email, phone, chat, and social media within your Odoo CRM.
Leads Promotion
Start campaign by causation auto-generated emails to customers in Leads.
Assign a salesperson to follow the lead and retail it to you.
Opportunities Analysis
In this, you can analyze your opportunities through a pipeline with advanced filters, grouping, drill-down, etc.
Lead Scoring
Score your leads supported explicit and implicit criteria and judge which lead satisfies the benchmark to become an opportunity.
Customized Alerts
Set custom alerts for opportunities supported some activities
Analyze Opportunity lost
Analyze the explanations behind the loss of opportunities and improve your sales potency.
Automate routines and Focus on sales
It automates your routine business activities, so there is no need to waste time maintaining data.
Odoo CRM General Workflow
CRM in Odoo can be explained as a series of events that start with identifying a Lead (a future sale possibility) and passes through different stages like Opportunity, Quotation, Sales Order and actual sale (invoice generation and payment).
Odoo integrates the customer Management module with these processes to accomplish effective customer Relationship Management.
The basic steps concerned in trailing a sale are often listed as below:
Lead: It is a possible future sale that can be created if a user enquires about a product.
Opportunity: It increases the possibility of a sale. The organization might appoint an individual to follow-up with the customer.
Pipeline: It’s a convenient mechanism provided by Odoo to trace chance.
Quotation: Once the opportunity is qualified, then the next level is to make a quotation and send to the customer.
Next, Quotation changes to Sale Order then to Invoice Generation and Payment.
System Users
There are 3 types of default users for CRM (Including Sales + Purchase + customer Management) module.
Manager: The user has complete access over the purchase and sales modules.
User– Own documents only: The user will have permission to control the documents and entries created by him.
For instance, business users will be able to restrict a sales executive from accessing another sales executive’s documents.
User: All documents: Maybe a sales head, he has to view all the documents by all sales representatives.
At Oodles, we provide CRM application development services to automate lead management, pipeline management, and customer management. Our developers use open-source platforms like Odoo, OpenTaps, and Ofbiz to provide end-to-end CRM development services to improve customer relationships.
Get in touch with our ERP development team to Know More!
To Read Next: Migration Process and Standards of Migration in Odoo 13
