Odoo CRM Implementation for Investment Portfolio Management Firm

Odoo CRM Implementation for Investment Portfolio Management Firm

Odoo CRM Implementation for Investment Portfolio Management Firm

Odoo CRM Implementation for Investment Portfolio Management Firm
Technologies :
  • Odoo 13.0
  • Python
  • XML
  • HTML
  • CSS
  • Bootstrap
  • JQuery
  • PostgreSQL
  • Javascript

Description :

About our Customer:

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services.

Business Needs / Challenges:

  • Needed a system to manage customer relationships efficiently and effectively.
  • Needed a system where they can manage and schedule the team activities and meetings.
  • Needed a way to quickly create leads based on customers’ responses.
  • Needed a solution to handle customer queries and follow-ups smoothly and systematically.
  • Needed a way to manage sales targets and commissions of the employees.
  • Needed a way to get report analysis of overall activities, targets, meetings, etc.
  • Needed a way to manage the access rights as per the different roles and responsibilities.
  • Needed a system to keep every workflow and task under observation and in full control at a single place.

Solution:

  • CBMS Technologies’ team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly.
  • Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically.
  • Provided a system to easily manage customer’s queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment.
  • Added a feature that sends queries status to the customer.
  • Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services.
  • Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner.
  • Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.
  • Helped the client to get overall analysis reports of tasks, meetings, activities and their status, sales, etc using BI reports without any complications.
  • Helped the client to manage all the tasks such as teamwork, customer’s queries and communications, sales management, work reports, etc under observation at a single place.

Key Features:

  • Authentication and authorization for all the users.
  • Efficient management of customer’s activities and their queries.
  • Efficient management of roles and responsibilities and their access privileges.
  • Effective and well organized scheduling of meetings, calls, and email notifications.
  • Graphical and tabular representation of overall work reports and activities status.
  • Effective management of sales targets and commission for the employees.