The technology solution that is primarily focused on business interactions is called Odoo CRM, or customer relationship management. This innovative piece of software was created to manage every connection and relationship your business has with any kind of consumer. With the program’s help, current and potential clients may be effectively monitored and supervised. One of the key components of the Odoo ERP that can be used for any sort of business, regardless of size, is the Odoo CRM module.
A well-equipped ERP software and a top-notch Customer Relationship Management program are essential tools for any business operating in the computer age. The Odoo CRM tool can help your company achieve its full potential. As a result, it will assist you in identifying fresh company prospects. The platform provides information on how to attract new clients and maintain a strong relationship with current and potential customers.
The integrated modules are periodically inspected by the Odoo ERP, which also keeps its features and options up to date. The fifteenth version added a tone of fresh concepts and equipment to manage diverse client relationship operations in a flexible manner. We covered all the crucial facets of the Odoo CRM program in the fourteenth book, and this book provides a thorough analysis of Odoo 15 CRM.
Let’s first go over the features of Odoo 15 CRM in the table below.
Sophisticated user interface
For flawlessly managing each activity in the CRM platform, a well-designed enhanced user interface is established. The sales pipeline operations are clearly displayed on the sophisticated home screen dashboard. The dashboard display offers a way to link each action collectively.
Option for Advanced Filtering
In almost every window in the Odoo CRM module, there is a setting for advanced filtering. The best feature for locating the precise info you need is the extensive filtering option. Additionally, the platform offers default and customizable searching, filtering, and grouping capabilities to easily sort them out.
For its users, the CRM module places a strong emphasis on providing visual effects. As a result, the module presents the documents in different viewing formats. As a result, you may see data in a number of different ways, including Activity view, Kanban view, List view, Calendar view, Pivot view, Graph view, Cohort view, Dashboard view, and Map view.
Activity Planning
You have the option of easily configuring and scheduling a variety of activities for the leads created. in order to successfully turn them into potential clients. You can arrange a variety of tasks using the platform, including meetings, phone calls, emails, To Dos, Reminders, Follow-Up Quotes, and more. You may tailor activities based on your business needs using the dynamic Odoo platform. You may also use the platform’s sophisticated calendar to rapidly organize and arrange your activities.
Set actions in accordance with their priorities
You can establish priorities for your various activities on the Odoo platform. Giving importance to significant connections and leads is made much easier by this feature. For this, Odoo employed a starred system. These stars stand for Medium, High, and Very High scores, respectively. So that the accountable parties can quickly recognize its significance and further consider the relevant lead or contact for processing. It will enable you to accomplish your goals without difficulty or failure, one after the other.
You can create unique notifications for the platform’s various functions using Odoo. Your business will operate more effectively and efficiently with this choice.
Always maintain contact with clients
The Odoo platform gives you the opportunity to maintain connections with your consumers at all times. so that the clients would be interested in you and your business and have a positive opinion of you. The platform lets you communicate with them via phone, chat, social media, email, and other channels.
Stages are adaptable
Depending on your company’s demands, you can add, remove, or alter different features or stages to the various stages in the Odoo CRM Pipeline.
A well-run pipeline
The opportunity pipeline in the Odoo CRM module is well-organized and will manage all the contact or lead information in an exclusive way. According to their state of development, fresh leads, qualified leads, opportunities, and everything else are grouped in separate groups. The doo 15 CRM has a very clear overview of the opportunity pipeline, and the drag & drop functionality makes it easy to handle your activities. In accordance with your company’s requirements, you can additionally establish substages. You can easily drag and drop the record from one stage to another if an opportunity succeeds from one to the next.
Template emails
You can set up different email templates in the Odoo CRM module to communicate with clients or potential business partners. You will be able to save a lot of time by doing this. You may manage email campaigns painlessly by using these email templates. You may quickly create, save, and send fully featured emails using the Odoo email templates.
Examine the forgotten causes.
The Odoo platform prioritizes seizing opportunities, but it also maintains track of and analyses the causes of missed opportunities. So that you can clearly see the constraints of your company and identify workable solutions.
User interface for mobile
You can do business or sell using the Odoo mobile interface even when traveling on a road.
Automatically generating leads
You may automatically generate leads from emails, calls, social media, websites, and many other sources with the Odoo Customer Relationship Management module.
Send estimates immediately.
With just a few clicks, you can easily produce well-defined, professional quotations using the Odoo CRM module. You can also deliver quotations fast and effectively.
Effective lead management
The CRM module for Odoo effectively manages leads and can assist you in producing more likely leads.
Enrichment of lead
Your privilege is increased by the lead enrichment feature of the Odoo CRM module. You can gather and organize extra supporting information on the lead you obtained using this tool. Using the available email ID, the lead’s contact information will be gathered. In order to make sure that the leads in your system are as current and dependable as possible with the additional information that is accessible, the lead enrichment feature is quite helpful.
Scoring first
The lead scoring function delivers complete insight for assigning ratings to your leads on the basis of certain criteria such as location, pages viewed, and time spent. In order to quickly identify the leads that are most pertinent to your business and to give them greater weight. The pipeline is continuously filled with high-quality leads since the pertinent prospects are automatically assigned to your salesman. You have the option to select the minimum overall score required to turn leads into opportunities.
Using your visitor’s IP address, Geo IP automatically determines the lead’s country, state, and city.
Live Chat for Odoo
With the dynamic Live Chat feature that Odoo offers, you can easily turn sincere inquiries into leads. In order to communicate with your clients or website visitors and quickly turn them into leads, you can activate Odoo Live Chat on your website.
Examine missing causes
In order to increase your sales efficiency and reduce opportunity loss, the Odoo CRM, a potent tool included in the Odoo ERP, helps you identify the causes of missed opportunities.
Develop and look after customers
You can better create and manage clients using the Odoo CRM module. The management of all consumer information is excellent. Your sales team will find it to be highly beneficial. For a single organization, you can handle contacts with numerous addresses. Additionally, it is simple to establish the preferences of the consumer in terms of languages, delivery options, financial data, and many other factors. Additionally, the entire history of the customer’s associated actions (opportunities, sale orders, invoices, accounts payable, and many more).
Management of Reports
The Odoo CRM module’s sophisticated reporting capability will show all the reports on the numerous operations carried out on the system. You can generate reports using the platform in a variety of ways. You can quickly understand the overall reports thanks to the module’s several viewing options. With the aid of sophisticated Filters, Grouping and Searching, as well as many other functions, the opportunities, leads, and other actions can be simply assessed.
Integrations
All other modules on the Odoo ERP, including Sales, Inventory, Email Marketing, Events, eCommerce, Point of Sale, and many more, maybe simply integrated with the Odoo CRM module. so that each platform operation can readily connect with other operations. We have so far discussed a few advantages of the Odoo CRM module, and now we can explore the new features added to the Odoo 15 CRM module by looking into the Settings window of the module.
Features of the CRM
Adaptable Dashboard
You can examine a full overview of each of your clients and leads generated by this module directly from the home dashboard of the CRM module itself. To find the data you need, the module includes complex sorting options such as filters and groups by choice. To make searching easier, you can utilize pre-set and programmable filters and grouping options. Additionally, this column gives you access to a variety of views, including Kanban, List, Pivot, Graph, and Calendar views.
Sophisticated lead and opportunity management
By effectively collecting prospect and customer information, it is simple to manage leads and their generation on a single platform. You can manually enter information about new leads into the Odoo CRM system one at a time, or you can bulk import the leads through the interaction with other modules. Reduce human errors and give the sales team more time by automating the entry of leads into Odoo with the integration of website contact.
Arrangement of Appointments
You may quickly schedule appointments with your clients using Odoo’s CRM module. You can arrange a meeting with the opposing party through a phone call, email, or video conference at each stage of the lead management process. Setting up appointments with your company’s prospects and customers is essential for developing relationships and communication with them. You can simply sell them your goods and services by setting up a meeting with them. Odoo will automatically email the other party to remind them of the meeting once it has been scheduled. You can arrange the following action, such as a call, message, or appointment, by assessing the lead’s performance.
Linking to the sales module
Since most Odoo CRM actions are connected with the Sales module, the entire CRM process will be streamlined. You may effortlessly send them quotes from the Odoo CRM software when the lead turns into an opportunity. Complete management of sales orders is easily accomplished through the CRM and Sales module integration. CRM will function as a support system to enable efficient sales management from quotation to customer order. The salesperson will receive comprehensive information on all interactions with current and potential customers, as well as relevant data, in one location.
Exceptional Reporting System
Most Odoo modules offer a unique and dynamic reporting system that will assist the business in analyzing processes and taking the appropriate measures in response to the analysis. You can efficiently build reports on the forecast, pipelines, and activities using Odoo. In order to increase efficiency, the working strategy and performance of the business can be improved using the accurate data produced by the Odoo CRM.
Priorities
You may quickly prioritize the follow-up tasks in the pipeline using the Odoo CRM module, helping you to effortlessly meet your goal.
marketing of leads
The CRM system in Odoo will allow you to send automatically generated emails to the leads’ customers so the business may improve communication with them. You can take advantage of this occasion to market your business’s goods and services and raise the likelihood that leads will turn into business possibilities.
In the part that follows, let’s talk about how leads are managed in the Odoo CRM module.
Customer Relationship Management (CRM) software is a pivotal tool for businesses aiming to streamline their interactions with current and potential customers. Odoo, a comprehensive suite of business applications, includes a powerful CRM module designed to enhance customer management and boost sales performance. This guide delves into the features, benefits, and practical applications of CRM software in Odoo.
1. Seamless Integration
- Unified Platform: Odoo CRM seamlessly integrates with other Odoo modules such as Sales, Marketing, Inventory, and Accounting, providing a holistic business management solution. This integration ensures data consistency and reduces the need for manual data entry.
- Real-time Updates: Changes in customer information, sales orders, and marketing campaigns are reflected in real-time across all integrated modules, enhancing operational efficiency.
2. Efficient Lead Management
- Lead Generation: Odoo CRM helps businesses capture leads from various sources such as websites, email campaigns, and trade shows. It automatically assigns leads to the appropriate sales team members based on predefined criteria.
- Lead Scoring: The system uses customizable scoring rules to prioritize leads, ensuring sales teams focus on the most promising prospects. This feature helps in maximizing conversion rates.
3. Comprehensive Customer Insights
- 360-Degree View: Odoo CRM provides a complete view of each customer, including contact information, communication history, sales orders, and support tickets. This comprehensive view enables sales teams to offer personalized services.
- Customer Segmentation: Businesses can segment customers based on various parameters such as purchase history, geographical location, and engagement level. This segmentation facilitates targeted marketing campaigns.
4. Streamlined Sales Process
- Pipeline Management: The CRM module features an intuitive drag-and-drop interface for managing sales pipelines. Sales representatives can easily move opportunities through different stages, track progress, and forecast sales.
- Automation: Odoo CRM automates repetitive tasks such as follow-up emails, meeting scheduling, and task reminders. This automation allows sales teams to focus on strategic activities that drive revenue.
5. Enhanced Communication
- Email Integration: The software integrates with popular email services, enabling sales representatives to send and receive emails directly from the CRM. All email communications are logged, ensuring a complete communication history.
- VoIP Integration: Odoo CRM supports VoIP integration, allowing sales teams to make and receive calls directly from the system. Calls are automatically logged, and key details can be added to the customer’s profile.
6. Data-Driven Decision Making
- Reporting and Analytics: The CRM module offers a variety of pre-built and customizable reports and dashboards. These tools provide insights into sales performance, lead conversion rates, and customer behavior.
- Forecasting: Advanced forecasting tools help businesses predict future sales trends based on historical data. Accurate forecasts enable better planning and resource allocation.
7. Customization and Flexibility
- Custom Workflows: Odoo CRM allows businesses to customize sales workflows to match their unique processes. Custom fields, stages, and actions can be added to ensure the CRM aligns with business needs.
- Modular Design: The modular design of Odoo means businesses can start with the CRM module and gradually add other modules as needed. This flexibility makes Odoo suitable for businesses of all sizes and industries.
8. Mobility and Accessibility
- Mobile App: Odoo CRM is available as a mobile app for iOS and Android devices, ensuring sales teams can access customer information and manage their tasks on the go. The app features offline capabilities, allowing users to work without an internet connection.
- Cloud-Based Solution: As a cloud-based solution, Odoo CRM can be accessed from anywhere with an internet connection. This accessibility is crucial for businesses with remote teams or multiple locations.
9. Enhanced Collaboration
- Team Collaboration: Odoo CRM includes tools for team collaboration, such as shared calendars, task assignments, and internal messaging. These features foster teamwork and ensure everyone is aligned on customer-related activities.
- Customer Portal: The customer portal allows clients to view their own data, track orders, and communicate with the sales team. This transparency builds trust and improves customer satisfaction.
10. Cost-Effective Solution
- Affordable Pricing: Odoo offers a cost-effective pricing model with options for both cloud and on-premise deployments. Businesses can choose the plan that best fits their budget and scale as they grow.
- Open-Source Flexibility: As an open-source platform, Odoo provides businesses with the flexibility to customize the CRM module extensively without incurring significant costs. This open-source nature also fosters a vibrant community of developers and users who contribute to continuous improvement.
Frequently Asked Questions
CRM, sales, project management, manufacturing, inventory management, accounting, human resources management, marketing activities, customer support tools, and other business activities are all unified by the open-source ERP known as Odoo.
The first step to a potential business agreement is a lead. A lead is what happens when a customer inquires about the goods or services that the business offers. This lead might have the potential to develop into an opportunity.
Although SAP is best suited for large businesses, it also provides a more user-friendly version for medium-sized businesses. All sizes of businesses, small, medium, and large, are targeted by Odoo. This distinction is brought about by the modularity and adaptability of Odoo’s software, which can be used by all types of businesses.
Prior to anything else, it’s critical to recognize that there is a significant distinction between the two. Salesforce is a CRM tool made to support companies in keeping up their client relationships. Odoo is an ERP system that may meet a variety of corporate requirements, including those for CRM, sales management, and human resources.
The three distinct categories of CRM systems are operational, analytical, and collaborative.
