Before Discussing what is Odoo CRM, I would like to explain what CRM is how it will benefit your business sales. This is a first Question that occurs in your mind is what is CRM and how CRM can increase your sales performance.
CRM stands for (Customer Relationship Management) and it is a system that manages your operational information. CRM is a tool that helps your business on a day to day tasks for your sales teams in order to make sales in a more professional way. CRM Software keeps all records of your sales. Now you get a clear idea about the CRM system and why it is important for every business.
The one important aspect of Odoo CRM is managing customers’ pipeline with odoo CRM. Odoo CRM is a Customer Relationship Management module that allows you to analyze your leads and opportunities. The Odoo CRM compile data from different communications including, emails, marketing information, accounts, and website.
Through Odoo CRM approach businesses learn about their target audiences and how to fulfill their needs.
Odoo CRM is the Client Relationship The executives’ module inside the Odoo stage. It enables you to see every one of your leads/openings in a single area, oversee them starting with one phase then onto the next, and investigate your outcomes.
In the present advertising and deals condition, sales reps need a simple method to follow their possibilities and they need all the data in a single spot. What’s more, administrators require perceivability into the business pipeline and what moves their salesmen are making.
The Odoo programming helps both sales reps and chiefs, decreasing their work, making them progressively proficient, and giving them access to effectively segmentable, well-envisioned data.
Underneath, we talk about some of Odoo CRM’s significant highlights:
Lead Addition:
You can physically enter leads onto Odoo CRM through single passages or by mass bringing in them. You can likewise robotize lead passage by coordinating your site contact structures as well as your VoIP telephones with the framework, generously diminishing work.
(Odoo 13 accompanies an IP-address lead age include, which enables you to set up rules for producing contacts dependent on-site guests. These leads are additionally naturally added to the CRM module.)
Odoo CRM gives both of you enormous advantages for leads. For one, you have a simple method to see every one of your leads in a single area. Furthermore, you can just tap on a lead for the full data, and include notes or change contact data in a similar way.
Lead/Opportunity Management
After a lead is gone into the system, you can allocate it to a specific sales rep. As the lead experiences the business procedure, the sales rep can move the lead starting with one phase then onto the next (for example from New Lead – > Capability – > Proposition – > Won Chance) essentially by moving it to the following stage.
You can modify and effectively include new stages for your business by choosing “Include a Segment” on the right-hand side of the screen.
Lead Scoring:
Odoo CRM likewise enables you to score drives as indicated by your very own criteria. Utilizing this, you can organize how your time is spent, just as timetable specific exercises dependent on the nature of the lead. In the picture above, the lead score is given by the number of stars, with more stars demonstrating a more excellent chance.
Next Activities:
Calendar the next exercises, for example, telephone assembles and conferences, to keep yourself on track. With email and additionally VoIP mix, you can email or call the customer straightforwardly from your framework. You can likewise deal with your timetable with Odoo’s inbuilt schedule, or coordinate an outside schedule, for example, Google.
Sending Quotations:
When openings are qualified, effectively send them citations from inside Odoo CRM. Essentially click on the lead, select “New Citation,” alter the data and send by email or print.
Integrating VoIP:
By coordinating your Odoo platform with VoIP frameworks, for example, Mark or OnSIP, you can build proficiency massively. For instance, when you get inbound calls from a customer/lead inside your framework, your screen will consequently populate with the customer data. Furthermore, you can make outbound calls legitimately from Odoo, just as set up a programmed call line for calling a rundown of leads.
Reports/Dashboards:
With Odoo CRM, your sales reps and administrators approach custom dashboards where they can without much of a stretch view significant lead/opportunity KPIs, in the types of diagrams, outlines, and that’s only the tip of the iceberg. They can likewise send out information and additionally make reports. This enables your representatives to break down your leads and openings, fragment by nation, lead source, and so forth., and consequently gain bits of knowledge into deals and promoting exercises. You can likewise break down lost/won chances to recognize inclines and improve your transformation rates.
Conclusion:
Client relationship the board programming assumes an indispensable job in associations, enabling deals workers to see all client data in a single area. With Odoo, the CRM increases considerably more productivity, coordinating with the entirety of Odoo’s different applications (Site, Internet business, Deals, Bookkeeping, Stock, and so on.).
Consequently, your client and lead information is comprehensive, including all sources and improving your investigation. Also, you lessen manual information passages while sending information starting with one division then onto the next, in this way decreasing worker work and blunders.
