Role of Odoo CRM in Managing Leads and Opportunities in Single Location
Odoo CRM includes everything you need to effectively manage customer relationships. When you combine this app with an Odoo Partner, you'll gain access to features and integrations that will help you streamline your business and customer relationship management.
Odoo CRM - Enables You to Sell More Quickly
Odoo CRM helps you sell faster by providing an easy-to-use interface, mobile accessibility, and reduced data entry.
Precise Sales Interface: A user-friendly interface designed specifically for sales, complete with a dashboard for improved sales activity oversight. Practical advice and best practices for configuring and implementing your CRM.
Mobile-friendly - Odoo mobile-friendly interface allows you to sell on the go.
Large Display Improvement: A larger-screen optimised view with a form on the left and scrolling chatter on the right.
Reduce data entry - Reduce data entry by automatically generating leads from emails and VoIP calls. Send quotes with a few mouse clicks and manage your pipeline with drag and drop.
Odoo CRM - Complete Lead Management
Lead Nurturing: Create campaigns that correspond to the lead's activities and categorization to automate your email outreach.
Lead Scoring: Assess your leads using both explicit and implicit criteria such as pages viewed, location, and time. Determine which leads are ready to be converted into opportunities based on lead score and team assignment rules.
Import Prospects: Using Odoo's file-matching tool, you can easily import leads.
Online Lead Generation: Benefit from the versatility of over 30 marketing apps, including a search engine optimization tool and form builder, to drive lead acquisition from your website.
Geolocation: Using an IP address, automatically detect the country, state, and city of leads.
Live Chat: By enabling Odoo's Live Chat feature on your website, you can interact with visitors in real-time. Create rules for individual countries or pages.
Duplicate Prevention: During the upgrade process, receive a suggestion for merging leads and create contacts automatically from leads.
Guidelines for the Assignment: Custom rules for assigning leads to the appropriate sales team or salesperson based on quotas and segments should be defined.
Calls to Action: Use Odoo's five calls to action and A/B testing tool to improve lead acquisition.
URL Tracking: Using UTM trackers, you can track the origin of leads in your marketing campaigns.
Odoo CRM - Convert Opportunities
Activity and Call Management: Track and analyze your team's activities by quickly logging every activity in the opportunity's chatter with predefined actions.
Pipeline Review: With a drag-and-drop interface, you can get a comprehensive view of the opportunity pipeline and work more efficiently. Set up distinct stages for each sales team and sub-stages to improve process organization. Automatically archive missed opportunities and manually archive others. The lost field, rather than being a stage, provides a more powerful pipeline analysis, such as the loss ratio per stage.
Meeting Scheduling: Create meetings based on customer opportunities, and sync them to mobile phones and Google Calendar.
Next Action Planning: Based on the most critical opportunities and tasks, plan your next actions and schedule your daily tasks.
Complete Information: Get all relevant information right away, such as website pages visited, emails, meetings, next steps, and prior orders.
Call Logging: Odoo can automatically reschedule the next action after logging calls or triggering VoIP calls.
Analyze lost opportunities to improve sales performance by investigating lost reasons.
The option to activate leads has been added to the revised configuration.
Configuration: The option to activate leads has been added to the revised configuration.
Odoo CRM - Customer Management Centralized Contact Management
All sales team members have access to a comprehensive, shared address book.
Customer preferences such as language, delivery methods, financial information, and more can be easily customized.
Multiple Addresses: Keep track of multiple addresses and contacts for a single business.
Detailed Customer History: Retrieve a complete history of all customer-related activities, such as opportunities, orders, invoices, outstanding balances, and more.
Odoo CRM - The Pinnacle of Communication
Create an email template library for frequent communication with clients or prospects.
Email Integration: Link all email correspondence to the appropriate opportunity and generate new leads from incoming emails.
VoIP Calls: Create call queues for clients or prospects and start calls from your browser, either automatically or manually. Log calls automatically, open client records, schedule follow-up actions, and so on. Reschedule or send an email if calls are unsuccessful. Incoming calls cause an automatic pop-up to appear. Asterisk v13.2 VOIP server is supported.
Customized Notifications: Stay on top of key opportunities and receive notifications.
Odoo CRM - Dashboards
Reporting Done Right Choose from pre-built dashboards or create your own using the advanced reporting tool. Distribute filters to your team.
Analyze your sales pipeline with advanced filters, grouping, and drill-down capabilities.
Cohort Analysis: Track your KPIs' progress over time and identify trends.
Lead Analysis: Gather statistics on the sources of your leads to calculate the ROI of your marketing efforts.
Sales Team Dashboard: View your sales team's key performance indicators (KPIs) in one place.based on key activities.
Odoo CRM - Integrations & Advantages
CRM features work in parallel with other Odoo apps such as Marketing, Accounting, and Inventory to provide a comprehensive business solution. If we were to truly simplify the benefits of Odoo CRM, they would be divided into the five key points listed below:
The first step in the sales process is lead management. Odoo CRM allows you to collect leads from a variety of sources, including web forms, emails, and phone calls. It also includes a centralized database where you can effectively store and manage leads. You can track the progress of each lead, assign it to a salesperson, and schedule follow-up activities with Odoo CRM.
Contact management is critical for keeping your customer and prospect databases up to date. Odoo CRM lets you keep detailed information about each contact, such as personal and company information, communication history, and deals won. The software also integrates with your email, allowing you to view all email exchanges with a contact from a single point.
Odoo CRM is a complete sales management system that lets you track opportunities, manage quotes, and close deals. You can use the software to create a sales pipeline and target deals for your team. It also offers real-time sales analytics and reporting, allowing you to track the progress of your sales activities and make adjustments as needed.
Marketing automation is an essential component of any effective CRM strategy. Odoo CRM includes powerful marketing automation tools for planning, executing, and tracking marketing campaigns. You can create and send emails, track open and click rates, and assess campaign effectiveness.
Odoo CRM comes with a customer service and support module that assists you in managing customer inquiries and issues. You can keep track of customer requests, prioritize them according to their importance, and assign them to the appropriate team member. Additionally, the software integrates with your email and live chat systems, allowing you to respond to customer inquiries in real-time.
Odoo CRM - A Brief Overview
Odoo's CRM app includes a comprehensive set of sales management tools, such as lead and opportunity tracking, pipeline management, activity scheduling, call logging, and more. The CRM app streamlines and simplifies the sales process with advanced reporting capabilities, customizable dashboards, and email integration.