Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, we will discuss how to convert your leads to business opportunities in Odoo 15. #odoo15crm In Customer Relationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. The stage changes when our discussion progresses and we can say […]
This video explains how to create a lead in Odoo 15 CRM. The first step to a potential business deal is a guide that can be described as a lead when a customer makes an inquiry about the services or goods that the company offers. #odoo15crm These leads can be transformed into a business opportunity […]
Odoo 14 CRM: When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
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 […]
Odoo 14 brings up a new spreadsheet tool in a pivot view to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet. In the CRM module, we have a pipeline analysis report ie.CRM Sales analysis […]
Compare Odoo CRM vs Sugar CRM Video Contents: 0:00 Introduction 0:31 Odoo Overview 5:48 User interface of SugarCRM 8:00 Odoo Leads 10:28 Create a new lead in SugarCRM 13:21 Create a new lead in Odoo CRM 22:23 Odoo pipeline – Opportunity 29:55 Contacts in SugarCRM 30:46 Contacts in Odoo CRM 36:18 Report in SugarCRM 36:30 […]
Odoo provides highly structured software having a firm technical base along with sturdy functionality. Odoo is a complete package of ERP solutions integrated with vital features that allows automation for all the core business functions. It is available in two editions: Odoo Community and Odoo Enterprise. Odoo community is open source and free of cost […]
