Features of Odoo CRM
• Priorities activities
• Track your sales activities.
• Schedule Meetings.
• Get in touch with customers.
• Leads Promotion.
• Opportunities Analysis.
• Lead Scoring.
• Customized Alerts.
Let us discuss in detail :
Priorities Activities: Prioritize the follow-up activities in the pipeline and meet your targets with efficiency.
Track your sales activities: Tracks the different phases of the pipeline very clearly and punctually in the kanban view.
Schedule meetings: Schedule meetings directly from customer opportunity.
Get in touch with customers: Keep in deep touch with customers through email, phone, chat, social media, etc.
Leads promotion: For the promotion of getting more leads, the campaigns are conducted by auto-generated emails.
We can assign salespersons to follow these leads and enhance sales.
Opportunities analysis: The pipeline provides the facility to examine and observe the opportunities using filters, grouping options.
Lead scoring: The leads can be evaluated on the score based on both external, internal assessments and judges the leads that have the possibilities of becoming an opportunity and customer.
Analyze lost opportunity: We can evaluate the reasons and causes of losing the opportunity and find out the remedial activities that can pull back to become the won opportunity.
Automate routines and focus on sales: By automation of daily activities of a business, we can save more time and risks of assigning duties and planning.
As we are clear on the importance of CRM application in our business and we also discussed the features of Odoo CRM. Now let us discuss the module in detail.