Customer relationship management is a very important aspect for every size of the business.CRM is the most important tool required by all size of companies. To manage the relationship with the customers business needs a robust CRM software. CRM systems consist of a centralized contact database where you can record all the interactions and history related to your customers and prospects. To put it differently, effectively manage and store important details. Also, manage the interaction history of potential customers, current customers, partners and other contacts. Likewise, you can store all the data related to all the activities of each customer separately in a single platform. Another key point, you can track the interaction and schedule appointments with your prospects and existing customers.
CRM tools also enable the sales team to import or export contacts, create reports. As well as they can segregate leads in different stages to get a clear understanding. Also, with the custom dashboard, you can get a complete view of each of your customers and prospects/leads. Furthermore, easily handle the entire customer relationship management process with the top CRM systems. Best CRM software are those which can be customized as per your requirements and it enables you to focus on the relationship of your organization with your stakeholders like prospects/leads, customers, suppliers, employees, partners, etc. In other words, CRM management software allows you to connect seamlessly with the different departments of your company.
Odoo software has a very powerful module for customer relationship management. This CRM platform enables companies to see their lead/opportunities, all in one place. Furthermore, it can be managed from one stage to another as per their interaction with prospects. Odoo CRM software programs let you analyze, assess, and forecast the results. Today’s marketing and sales environment become a lot more competitive than ever before, now salespeople need a robust CRM system so that they can effortlessly track their prospects and regularly follow them to convert them into a sale. It is only possible with the right customer relationship management software that helps in recording and storing all the information in one place. Odoo CRM system enhances visibility across the process and it surely helps sales managers to get accurate and exact information related to the sales and customer management.
Also, managers can conveniently monitor their salespeople's action. Now, you can clearly see all the changes in the sales process as well as the sales pipeline. Increased visibility allows better lead management. CRM software reduces efforts, time, and makes the whole process efficient for both salespeople and managers. This software provides you with a well-organized CRM approach where you can have easy access with the segmented and well-visualized information. Effectively track your customers, prospects, and other stakeholders to build a better relationship with them. Also, automation of the customer management process saves a lot of valuable time as well as improves sales efficiency. With the Odoo CRM module attain business profitability. Reduce manual data entry for your leads, prospects and customers, therefore it reduces employee labour and errors.
Odoo client relationship management software has so many features that help you to manage client interactions, leads/opportunities, and sales process as well. This CRM software has been integrated with other apps to enhance its performance by adding new features, such as Sales, Invoicing, Email marketing, and e-signature. Simplify the CRM process by using Odoo CRM module which is a combination of more than 8 Apps and Plugins. All things considered, you can install these apps or plugins for better and efficient customer relationship management. We all know that CRM can’t be completed without a sales procedure, Odoo has integrated CRM with sales to make the whole CRM and sales process seamless from beginning to the end. As a result, you can make your sales operations more effective by managing sales, sales teams, and sales orders in a single place.
All things considered, Odoo CRM system enables you to customize the dashboard, now you can view your leads and customers, in a kanban view, graph, view, list view, and more. Easily analyze your leads and opportunities and after understanding each aspect you can segment them by country, lead source, etc. Furthermore, gain a clear insight into sales and marketing activities which helps you to identify trends and that will help you to improve your conversion rates. You can get all the benefits of Odoo CRM at a very affordable pricing.
This is the best CRM software for small businesses, small and mid-sized organizations can afford this system and get advantage from it to manage their customers and leads. Also, Odoo has a CRM solution for every industry such as CRM software for the apparel industry, CRM software for the manufacturing industry, as well as it has the best CRM for real estate.
Lead/ Opportunity Management
From entering the details of the lead to the follow-ups, Odoo online CRM software allows companies to keep their prospects as well as ...customers information in a single location. Our system allows you to enter leads onto Odoo CRM manually by entering them one by one or you can mass import the leads data to the system. Furthermore, integration with the website contact allows automated entry of leads onto the CRM platform. Automated entry of leads reduces labour and saves valuable time for the sales team. After an entering leads information into the system, now you can assign the lead to a particular salesperson. Now, the assigned person will take care of that leads to related activities, like follow-ups, moving the lead to the next stage and try to convert them into sales.
Appointment/ Meeting scheduling
Odoo's CRM database software enables you to schedule appointments, it can be a call or video conferencing. Scheduling meetings with the ... prospects is an important task, it takes the communication between business and prospect to another level, where you can convince them for your product or service's purchase. This software also sends notification of meetings automatically so that you will not miss a single appointment. Also, review your performance and schedule the next activities like calls, meetings, or appointments.
Sales module integration
Integration with the sales module enables you to streamline the entire CRM and sales process. To elaborate, once your opportunities are ... qualified, you can send them quotations easily from within the online CRM software. You can just send quotations by e-mail as well as you can print it too. Just in a few clicks, you can send quotations and also edit the information. This feature helps businesses to sell faster and gain profit quickly. Furthermore, with the integration of CRM and sales modules, you can manage the complete sales order process. In other words, manage sales right from quotation to customer order. Also, seamlessly manage logistics, deliveries and invoicing. Odoo CRM allows the salesperson to see all customers as well as potential customers information in one place.
With the centralized and customizable dashboard, you can build your own unique and advanced reporting system. You can analyze your ... opportunities within the pipeline by using advanced filters. To get a clear view of your sales process at once, implement Odoo CRM with custom dashboard functionality. This powerful reporting feature lets you keep track of the evolution consistently and helps you to detect trends. With this, you will definitely get accurate forecasting.