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Odoo CRM- customer relationship management

Monday, October 24, 2016 21:26
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(Before It's News)

Odoo / Open ERP is a comprehensive suite of business applications including CRM, HR Management, Inventory Management, Marketing Management, Project management, Purchase, Manufacturing, sales etc. Odoo / Open ERP is one of the most used open source solution in the world. It has a dynamic community, is flexible, and can be adapted to your needs. It can put in production rapidly thanks to its modularity and is easy to use.      

 Customer Relationship Management is simply, managing the relationship with our customers. CRM includes all aspects of interactions that a company has with its customers, whether it is sales or service-related.  Odoo CRM covers the features like Sales part, Messaging Part, Marketing part and reporting part. The reporting part includes sales analysis & marketing analysis

Sales Part:

•      Create the customers with full details.

•      Ability to create leads.

•      Maps website enquiry to leads.

•      Ability to convert leads to opportunity.

•      User defined stages in opportunity.

•      Ability to assign special sales man to customers.

•      Ability to handle claims and its details.

•      Ability to arrange helpdesk and support.

•      Questionnaires.

•      Contacts segmentation.

•      Ability to set geo locations for partners.

•      Ability to analyze customer history.

Messaging Part:

•      Groups.

•      Ability to write log notes under any document.

•      Ability to send message based under any document.

•      Ability to schedule calls/meetings with customers and write the summary.

•      Ability to convert message to To Do list.

•      Archive facility.

•      Organizing calendar.

Marketing Part:

•      Campaigns, and its follow-up.

•      Mass mailings and mail delivery reports. 

•      Mail templates.

•      Surveys.

Reporting Part:

 a) Sales Analysis  

•      Lead analysis.

•      Opportunity analysis.

•      Phone calls analysis.

•      Claims, Help desk analysis.

•      Partnership analysis.

•      Sales receipts analysis.

 b) Marketing analysis  

•      Mass mailing analysis.

•      Campaigning analysis.

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