Customer Relationship Management (CRM) is a technology that is used for managing all your company's relationships and interactions with customers and potential customers. The main goal of CRM is to improve business relationships to grow your business. CRM is so important because it can sort, analyze, and prioritize your sales leads so that your sales team can focus on the opportunities that are likely to close and provide accurate answers to customers quickly and efficiently. Many industries use CRM to effectively improve their business.
Odoo CRM allows you to see all your leads/opportunities in a single location, manage them between different stages, and analyze your results. Odoo CRM module enables business managers and sales executives to track their prospects and gather relevant information in a single location. Also, Odoo CRM helps reduce the workload of business associates and gives them access to simply segmentable and well-visualized data.
Maintain Healthy Bonds Between Your Customers Via Odoo CRM
Customer relation is one of the important pillars of any business. Keeping good relationships with customers is as important as running the business. Providing better services and delivering good quality products leads to customer satisfaction which automatically brings your business to new heights.
Easily Plan Your Activities
Simply creating and managing activities from the pipeline itself will help you minimize the risk of uncertainties. Access and manage your activities from the Activities menu.
Efficiently Manage Lost Opportunities
Odoo CRM will help you recover the lost opportunities in the future by keeping track of the reasons you lost them.
You can create and edit Lost Reasons under Configurations > Lost Reasons and also you can select the existing reason or create a new reason while marking the lead as lost.
You can retrieve lost opportunities and do actions like sending an email, making feedback, restoring, etc.
Manage Multiple Sales Teams
Odoo CRM lets you create multiple sales teams, departments, or channels so that you can define unique sales processes for each team.
Enable Lead Qualification
You can enable a qualification step by generating a lead before creating an opportunity directly. If the lead is qualified, you can directly convert the lead into an opportunity.
Odoo will automatically propose to merge opportunities with the same email address and when merging Odoo will give priority to the opportunity created first. Data from the other opportunity will be logged in the chatter so no information is lost.
Generate Leads/Opportunities Through Email Aliases and Website Contact Forms
Odoo automatically creates leads in your CRM whenever someone sends a message to a Sales Team email alias or fills out a contact form on the website
Analyze Performance and Check Win/Loss Ratio
You can access the Win/Loss ratio report from the Pipeline view under Reporting tab. You can apply different filters and then click on the filter and check Won/Lost. You can also change the measures and have the option to switch to a pie chart view.
Odoo 16 CRM comes with some rich enhancements like the option to add new fields in the opportunity page itself. Also added an option to switch the probability calculation to manual and automatic.
Thanks for reading! We attempted to explain “What benefits does Odoo CRM bring to your business?” in this blog, We can conclude by saying that Odoo CRM is the best choice for your business with all these multiple features. If you are looking for a CRM in Odoo, Sanesquare is the right choice, we provide the best CRM Software Services. Contact us now to know more about Odoo CRM.
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