Client Relationship Management, which is the most significant piece of a business, is streamlined with the Odoo CRM framework. Odoo CRM is a blend of 8 Apps and Plugins. For productive administration of client connection, you should introduce all the accompanying Apps/Plugins.
Video Contents
00:00 Introduction
00:53 How to Create a Lead in Odoo 13 CRM
06:06 Overview of the Odoo 13 CRM
09:29 How to create a quotation or sale order in Odoo CRM
14:20 How to create a customer in Odoo CRM
14:55 CRM Reporting Menu
19:34 Configuration Menu in CRM
20:00 How to enable incoming E-mail list in Odoo CRM
21:54 Creating a Sales Team in Odoo 13 CRM
With the CRM module, we can create new leads and convert them to an opportunity and once the opportunity is won, we can convert them to sales quotations.
For creating new customers, we can go to the menu, ‘CRM -Customers’, and when we click on the ‘Create’ button a new form will appear for creating new customers.
Odoo CRM general workflow
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental advances engaged with following a deal can be recorded as beneath.
Related videos:
How to create Leads, and what are the Lead creation types in odoo 13?
Activity creation and scheduling of odoo 13 CRM?
How to convert leads to an opportunity in odoo 13?
How to create and edit stages in odoo 13 CRM?
Visit for Odoo CRM Customization:
Lead: – A conceivable future deal, it might be made in light of the fact that a client enquired an item
Opportunity: – More plausibility of the offer. Here onwards the association may name an individual to catch up with the client.
Pipeline:Pipeline: – it is an advantageous instrument given by Odoo to follow Opportunity. You can make numerous stages dependent on the likelihood of the Sale and track all the more adequately.
Quotation: – When opportunity wons, then the next action triggered is sending quotations to the customer.
Followed the Quotation changes to Sale Order, later to Invoice Generation and Payment.
System Users
There are three kinds of default client to the extent CRM (Including Sales + Purchase + Customer Management) module is concerned.
Manager: – who will have total access over every one of these Sales, Purchase modules.
User – Own documents only: This client will have the consent to control the reports and passages made by him. For instance, you can limit a business official from getting to another business administrator’s records.
User – All documents: – might be a business head, he needs to see every one of the reports by all deals speak to.
Some of the useful features of Odoo CRM includes
Priorities activities
Priorities the subsequent activities in the pipeline and meet your objectives proficiently.
Track your sales activities.
Track the business organizes all the more effectively through deals pipeline Kanban see.
Schedule Meetings
Schedule meetings straightforwardly from the customer opportunity.
Dashboards
Collect all pivotal details with regard to ongoing and done business activities from the Dashboard.
Get in touch with customers
Keep up Communication with clients by means of email, telephone, visit, and internet-based life from inside your Odoo CRM.
Leads Promotion
Begin the campaign by sending auto produced emails to customers in Leads. Appoint a sales rep to pursue the lead and promote it.
Opportunities Analysis
Dissect your chances pipeline with cutting edge channels, gathering, drill down, and so forth.
Lead Scoring
Score your leads dependent on unequivocal and verifiable criteria and choose which lead fulfills the benchmark to progress toward becoming chance.
Customized Alerts
Set custom alarms for circumstances dependent on certain exercises
Analyze Opportunity lost
Analyze the reasons behind the loss of opportunities and improve your sales efficiency.
GeoIP
Distinguish nations, states, and urban areas of leads consequently from your guest IP address.
Automate routines and Focus on sales
Automate routine business exercises, don’t sit around idly on look after the information.
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