In this webinar, we will discuss the Odoo 17 ERP system that offers CRM software to facilitate effective customer administration and develop new company relationships.
Date
APR 26,2024
Syllabus
The Odoo 17 ERP system offers CRM software to facilitate effective customer administration and develop new company relationships.
Leads can be gathered from many sources with Odoo's highly integrated design, including the company website, social media accounts, live chat, email, SMS, and numerous more channels. Leads from any of these channels may be effectively managed with the help of Odoo 17 CRM.
Sales teams must be assigned to manage leads, opportunities, and other CRM-related procedures effectively. Using the platform's integrated CRM functions to expedite lead handling, pipeline tracking, and client engagements, the sales team in Odoo plays a critical role in increasing revenue creation.
Regular communication with the affected clients is crucial for taking the lead to the next stage of operations. With the use of the schedule activity tool in Odoo, you may plan a variety of activities with your customers.
Using the commission plan function in the Odoo 17 ERP system, users may award a particular percentage of the total invoice amount to the partner that brought the sales opportunity to the company.
The CRM module's Reports menu allows you to effectively analyze the daily, monthly, and annual CRM operations.