CRM
Client relationship management is an inevitable part of any business operations
which provide the company with gaining business opportunities and profits. Gaming
new customers and maintaining an excellent healthier relationship with the existing
customers will boost your company profits. The Odoo platform provides provision
for both these with the advanced management aspects and tools available to conduct
various Client relation operations with the potential customers and loyal ones.
The Odoo CRMOdoo CRM comes with various advanced features of company operations which would
boost up the customer turn into the company. Some of these are:
Advanced Dashboard
The Odoo CRM dashboard is the advanced home screen which provides provisional operations
that deal with all the aspects of the client relationship management of the company.
The data in the dashboard can be filtered, sorted out and grouped by the various
default and customizable options available. In addition the viewing parameters of
the Odoo platform allows the users to view the data in the dashboard under various
parameters.
Activity scheduling
The Odoo platform allows the users to schedule and conduct various activities with
the leads acquired to transform them into reliable customers. Activities such as
meetings, calls, emails, and other custom made ones can be planned and scheduled
based on the calendar.
Prioritizing
The Odoo platform provides provision to the user to priorities the various contacts
and leads available based on a starring system. This would indicate all the users
of the priority or the lead and how it’s more important to act upon the respective
lead initially to acquire their business.
Customize alerts
The various alerts on the leads and the business opportunities can be customized
by the user to alert the employee of the ones available. These alerts can be customized
based on the various parameters which are based on the business terminologies of
operation.
Lead enrichment
The Odoo module provides an additional advanced option for its users to enrich their
lead. This will allow the users to batting contact information of the customers
based on the email ID available.