Uncover how Odoo CRM revolutionizes lead management and business digitalization
Tracking every lead is vital. Here’s where Odoo, a modern CRM solution, shines. Regardless of your business’s size, Odoo CRM provides a range of features aimed at making lead management more productive and less chaotic. Eliminate the disarray of paper clutter and embrace the orderliness that business digitalization offers.
Why Choose Odoo CRM?
Odoo CRM’s unique terminology might catch your attention. For instance, the term ‘Opportunity’ in Odoo denotes a potential deal you have with a client. Similarly, ‘Expected Closing Date’ refers to the projected deal closure date, ‘Expected Revenue Amount’ represents the anticipated revenue from the deal, and ‘Stage’ signifies the present negotiation state.
Beyond these terms, the real game-changer is the approach to handling opportunities. Each Opportunity document is moved to reporting, providing the top management with a detailed view of ongoing deals, pipeline size, deal sources, and their efficiency. Every team member can view their daily tasks and pipeline at the start of the day, all in one location.
Automating Business Processes with Odoo CRM
Odoo amplifies its efficiency with automation features. The system can advance deals based on triggers (e.g., receiving an email may push an opportunity to the next stage). Communication is key in any business, and Odoo’s internal messaging system ensures everyone stays updated. Additionally, ready-to-use email templates simplify interactions with clients and their representatives, saving crucial time.
Furthermore, Odoo allows creation of multiple price proposal documents for each deal, accelerating processes and enhancing control. This interconnectedness results in a more streamlined, effective, and automated business process.
How to Optimize Your Business with Odoo CRM
Implementing Odoo CRM requires a few strategic steps. First, create a unified customer base and their representatives in Odoo and CRM. Then, categorize customers and deals with them, establishing different pipelines for various groups and customizing deal stages. Lastly, conduct all communications via Odoo, to avoid losing valuable data when an employee leaves.
As an official Odoo partner, ERPixel customizes special reporting for pipeline analysis. With Odoo, built-in reports and Tableau for data analysis and report creation, we deliver precise and comprehensible reporting.
