Get to Know The Benefits Of Odoo CRM by OdooExpress
Today in 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 visibility into the sales pipeline and what actions their salespeople are taking.
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, eSignature to provide more features in Odoo CRM. It allows you to see all your leads/opportunities in one location, manage them from one stage to another, and analyze your results.
The Odoo software helps both salespeople and managers, reducing their labor, making them more efficient, and giving them access to easily segmentable, well-visualized information.
Below, we discuss some of Odoo CRM’s important features:
Lead Entry
You can manually enter leads onto Odoo CRM through single entries or by mass importing them. You can also automate lead entry by integrating your website contact forms and/or your VoIP phones with the system, substantially reducing labor.
(Odoo 12 comes with an IP-address lead generation feature, which allows you to set up rules for generating contacts based on website visitors. These leads are also automatically added to the CRM module.)
Odoo CRM gives you two big benefits for leads. For one, you have an easy way to see all your leads in one location. Secondly, you can simply click on a lead for the full info, and add notes or change contact information in the same manner.
Lead/Opportunity Management
After a lead is entered into the system, you can assign it to a particular salesperson. As the lead goes through the sales process, the salesperson can move the lead from one stage to another (e.g. from New Lead -> Qualification -> Proposal -> Won Opportunity) simply by dragging and dropping it to the next stage.
You can customize and easily add new stages for your business by selecting “Add a Column” on the right-hand side of the screen.
Lead Scoring
Odoo CRM also allows you to score leads according to your own criteria. Using this, you can prioritize how your time is spent, as well as schedule particular activities based on the quality of the lead. In the image above, lead score is given by the number of stars, with more stars indicating a higher quality opportunity.
Next Activities
Schedule next activities, such as phone calls and meetings, to keep yourself on track. With e-mail and/or VoIP integration, you can email or call the client directly from your system. You can also manage your schedule with Odoo’s inbuilt calendar, or integrate an external calendar such as Google.
Send Quotes
Once opportunities are qualified, easily send them quotations from within Odoo CRM. Simply click on the lead, select “New Quotation,” edit the information and send by e-mail or print.
Reports/Dashboards
With Odoo CRM, your salespeople and managers have access to custom dashboards where they can easily view important lead/opportunity KPIs, in the forms of graphs, charts, and more. They can also export data and/or create reports. This allows your employees to analyze your leads and opportunities, segment by country, lead source, etc., and thus gain insights into sales and marketing activities. You can also analyze lost/won opportunities to identify trends and improve your conversion rates.
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, eSignature to provide more features in Odoo CRM. It allows you to see all your leads/opportunities in one location, manage them from one stage to another, and analyze your results.
The Odoo software helps both salespeople and managers, reducing their labor, making them more efficient, and giving them access to easily segmentable, well-visualized information.
Below, we discuss some of Odoo CRM’s important features:
Lead Entry
You can manually enter leads onto Odoo CRM through single entries or by mass importing them. You can also automate lead entry by integrating your website contact forms and/or your VoIP phones with the system, substantially reducing labor.
(Odoo 12 comes with an IP-address lead generation feature, which allows you to set up rules for generating contacts based on website visitors. These leads are also automatically added to the CRM module.)
Odoo CRM gives you two big benefits for leads. For one, you have an easy way to see all your leads in one location. Secondly, you can simply click on a lead for the full info, and add notes or change contact information in the same manner.
Lead/Opportunity Management
After a lead is entered into the system, you can assign it to a particular salesperson. As the lead goes through the sales process, the salesperson can move the lead from one stage to another (e.g. from New Lead -> Qualification -> Proposal -> Won Opportunity) simply by dragging and dropping it to the next stage.
You can customize and easily add new stages for your business by selecting “Add a Column” on the right-hand side of the screen.
Lead Scoring
Odoo CRM also allows you to score leads according to your own criteria. Using this, you can prioritize how your time is spent, as well as schedule particular activities based on the quality of the lead. In the image above, lead score is given by the number of stars, with more stars indicating a higher quality opportunity.
Next Activities
Schedule next activities, such as phone calls and meetings, to keep yourself on track. With e-mail and/or VoIP integration, you can email or call the client directly from your system. You can also manage your schedule with Odoo’s inbuilt calendar, or integrate an external calendar such as Google.
Send Quotes
Once opportunities are qualified, easily send them quotations from within Odoo CRM. Simply click on the lead, select “New Quotation,” edit the information and send by e-mail or print.
Reports/Dashboards
With Odoo CRM, your salespeople and managers have access to custom dashboards where they can easily view important lead/opportunity KPIs, in the forms of graphs, charts, and more. They can also export data and/or create reports. This allows your employees to analyze your leads and opportunities, segment by country, lead source, etc., and thus gain insights into sales and marketing activities. You can also analyze lost/won opportunities to identify trends and improve your conversion rates.
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