Odoo CRM Solution
Client relationship management is an inevitable part of any business operations which provides the company with business opportunities and profits. Gaming new customers and maintaining an excellent healthier relationship with the existing customers will boost your company's profits. The Odoo platform provides provision for both these with the advanced management aspects and tools available to conduct various Client relation operations with potential customers and loyal ones.
The
Odoo CRM
comes with various advanced features of company operations which would boost the customer turn into the company. Some of these are:
Best CRM ERP Software in UAE, Dubai | CRM Solutions in Dubai.
Lead Management / Cross Sell / Up Sell | Expenses / Claims Management Product & Campaign Management. Lead Stage, Nature, Priority, Rating Configurations
Response / Sub Response Configuration based on the Product Loyalty Management Accessible on Desktop / Laptop / Smartphone / Tablets / iPADS etc | Reminder / TAT / Escalation
OTP based visitor authentication Do not Call Repository Management Re-churn, Reassign and Transfer of Leads Tight integration with back office for processing of any other data / physical data by courier
Work Flow Management for Lead Management Tracking of status on Lead till Account Creation
Auto Lead Generation based on Lead Profile and other Product Profiles.Target Setting, Target Vs. Actual, Individual Rating, Incentive Management
Tight integration with back office for processing of any other data / physical data by courier Work Order / Job Card | Business Dashboards
Dynamic Field Manager – for configuring up to 20 additional Fields in Lead Screen Sending templates on the fly
Sending of information / profiles over interaction by selecting the appropriate template and send on-the-fly
Email / SMS Campaign, Attach Leads from multiple channels at any time for a campaign and analyze results
Must have CRM features from Small to Large Scale Enterprise
Contact Management
Organize contacts and gathers customer data for use in marketing purpose. Customized layout to suit your needs with fields added in a logical way.
Lead Management
Incoming leads are qualified, analyzed and nurtured can be converted into business opportunities.
Analytical Reports
Reports can be customized, improves the decision-making process and integrates the real-time metrics.
Workflow Automation
Every time, team follows up with the lead for conversion. Integrates this feature to automate the sales routine.
Mobile CRM
Field employees can access all CRM features, receives alerts and notifications in a centralized platform through mobile phone or tablet.
Customizable
Customize their functionality and algorithms by adding new or existing CRM based on the requirements.
Key Function
Advanced Dashboard
The Odoo CRM dashboard is the advanced home screen that provides provisional operations that deal with all the aspects of the client relationship management of the company. The data in the dashboard can be filtered, sorted out, and grouped by the various default and customizable options available. In addition, the viewing parameters of the Odoo platform allow the users to view the data in the dashboard under various parameters.
Activity scheduling
The Odoo platform allows users to schedule and conduct various activities with the leads acquired to transform them into reliable customers. Activities such as meetings, calls, emails, and other custom-made ones can be planned and scheduled based on the calendar.
Prioritizing
The Odoo platform provides provision to the user to prioritize the various contacts and leads available based on a starting system. This would indicate all the users of the priority or the lead and how it’s more important to act upon the respective lead initially to acquire their business.
Customize alerts
The various alerts on the leads and the business opportunities can be customized by the user to alert the employee of the ones available. These alerts can be customized based on the various parameters that are based on the business terminologies of operation.
Lead enrichment
The Odoo module provides an additional advanced option for its users to enrich their leads. This will allow the users to access the contact information of the customers based on the email ID available.
Odoo CRM workflow
The Odoo CRM is an advanced client relation management aspect of the platform that allows users to turn leads i.e. potential customers into loyal ones by conducting various activities with them and doing business. The module functions on the operations of a business in accompaniment based on sales, quotations, invoicing, payment, and many more.
The Odoo CRM operations in Odoo is based on the operating principles of a pipeline operation where the data is marked on the various status of the operation it has been presented upon. Each data is marked upon the various states in which a contact or a business opportunity has been present. The status could be made and customized based on the prospects of the user.
• The default operation describes the new ones as leads or new which can have potential business opportunities.
• When an opportunity is available a quotation is sent on the acceptance which is turned into qualified ones after analyzing its potential and finally a business opportunity is won.
• Where the quotation is changed to a sales order the products are invoiced and finally the payment is done.
Activities in CRM
The Odoo platform allows users to create and schedule various activities with customers in the process of the CRM operations of the platform. The customization process of lead management and operating on them with communication and information sharing aspects will be beneficial in the company operations.
Activity type
The user can create and configure the various activities of the CRM module in the activity type menu which can be accessed from the configuration dashboard of the CRM module.