Customer Relationship Management
Odoo Customer Relationship Management Process

What is CRM in Odoo?

Odoo CRM is the Customer Relationship Management module within the Odoo platform. It allows you to see all your leads & opportunities in one location, manage them from one stage to another and analyze your results. 

In current scenario marketing and sales environment, salespeople want an easy way to track their prospects and they want all the information in one place. In addition, managers require transparency into the sales pipeline and actions taken by their salespeople.

It helps both salespeople and managers, making them more efficient, and giving them access to easily segmented, well-visualized information.

CRM is the most important tool required by all size of companies. Odoo CRM comes with many features from client interactions, sales prospects to lead management. Odoo CRM is integrated with other application like Sales, Invoicing, Email marketing, E-Signature to provide more features in Odoo CRM


Is Odoo ERP or CRM?

Odoo is an open source ERP, integrates CRM, sales, project management, manufacturing, inventory management, accounting, human resources management, marketing activities, customer support tools and other business activities into a single software solution.


Following are the list of Odoo CRM Features:

User Interface

Odoo CRM has an easy-to-use user interface that is tailored to the needs of salespeople. Because salespeople spend more time on the field and less time in the office, they can get a better overview of the team's sales activities. Sales dashboards give you a detailed picture of your sales pipelines, leads, and prospects. Useful tips and best practices to configure and deploy your CRM.


Reduce Data Entry

You can connect with your leads automatically via emails, VoIP calls. Leads are registered in CRM as soon as they are receive emails or VoIP calls which speeds up the data entry process for salespeople. In addition, you can simply manage your pipeline with drag & drop and send quotes in just a few clicks.

Mobile Friendly

Your sales team can update leads on the move by using the Odoo CRM mobile user interface, even if they don't have access to the internet. This gives your company with a real-time picture of the sales force. Basically it Sell on the road with Odoo's mobile user interface.

Large screen view

Optimised view for large screens, with the opportunity form on the left and a scroll-able chatter on the right.

Leads Nurturing 

It also aids in lead nurturing, allowing you to keep track of all new leads and nurture them through various stages such as opportunity, quotation, and finally sales order. The lead management tool in Odoo CRM allows you to get a bird's eye perspective of the various sales teams. It Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Lead Scoring

Because not every lead that comes to us will be converted into a sale, Odoo CRM allows you to score your leads based on both implicit and explicit criteria such as the number of page viewed by the lead, time zone, interest, and localization. You can manage the importance that each lead requires based on your scoring. Decide which total score deserves to be converted into an opportunity.

Importing Lead

You can obtain leads through a variety of sites; you can quickly import your leads by using a CSV file. Basically it easily import prospects files with Odoo's column matching tool.

Acquiring Online Leads

There are more than 30 marketing apps accessible for acquiring leads via your website, including form builders, Search Engine Optimization tool and so on.

GeoIP and LiveChat

The IP address of a visitor can readily be used to identify nations, states, and localities. Furthermore, the Odoo Live chat app allows you to communicate with visitors to your website, which aids in the generation of additional potential leads.

Avoid Duplication

There are variety of apps accessible for acquiring leads via your website, including Form builders, SEO tools, and so on. Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Lead Assigning Rules

You can create your own rules by assigning leads to different sales teams or sales person depending upon product, service, country, and other criteria.

Opportunities

Another fantastic tool is Opportunity Management, which allows you to organize various tasks that are required to convert into opportunities. In any sector, sales person must go through a several of steps to convert a prospect into a lead, and then a lead into an opportunity. You can establish multiple phases of your possibilities in Odoo, such as in our case, Discussion, Proposal, Negotiation, Closing, and so on.

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.

Sales Pipeline Management

Any business's growth is aided by the use of a sales pipeline. Get a clear overview of the opportunity pipeline. A sales pipeline allows you to plan your growth activities ahead of time. Odoo CRM gives you a clear image of your pipeline of opportunities. You may better arrange your sales funnel by using different stages. It work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. lost ratio per stage.



CRM Stages Customization

With different stages, you can quickly personalize your workflow.

Meetings Management

Odoo CRM allows you to schedule meetings based on customer opportunities. It is easy to Sync with mobile phones and Google calendar.

Daily Action Plan

Odoo CRM helps you in planning your next day's activities depending on your daily tasks. Every salesperson may easily grasp the list of duties and critical activities that must be completed using this function planning. 

360° Visibility

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceding orders, etc.

Log Calls

Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.

Lost reasons

Analyze lost reasons on your opportunities to improve your sales effectiveness.

Revised configuration options

Activate leads if needed.

Lead Analysis


With Odoo CRM, you can identify and analyze lost opportunities, as well as take appropriate steps to improve your services.

Customers Address Book

Customer management is a feature of Odoo CRM that allows you to share an address book among multiple sales teams and salesperson.

Customer Preferences

Set customer preferences easily: language, delivery methods, financial data, etc.

Multi-Address

Have multiple addresses and contacts for a single company.

Full History

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

Efficient Communication

Create template of emails for most common communications with your customers or opportunities.

Email Gateways

Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.

VoIP

Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.

Custom Alerts

Follow key opportunities in just a click and get alerts based on relevant activities.

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Opportunities Analysis

Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.

Cohort Analysis

Keep track of the evolution of your KPI's over time and detect trends.

Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

CRM Dashboard

Visualize your sales teams KPI's at a glance.

Integrations Sales

Convert opportunities into quotes in just a few clicks. 

Inventory

Get product availability information right into the quotation. Trigger delivery orders and check delivery status from the order. 

Powerful API

Make Odoo CRM do pretty much anything with the API: connect other software, automate lead creation, etc.

Google Docs

Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables.

All sales channel

Integrate all your sales channel: online sales (e-Commerce), inside sales (CRM) and in store (Point of Sale).

Marketing Apps

Boost leads acquisition and nurturing with Odoo's marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.



What makes Odoo CRM the best?

The dedicated infrastructure along with the operational capabilities that the CRM module of Odoo brings into the business operations is the prime reason that the Odoo CRM is the best and intuitive tool of operations.


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