CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
How to Add Rental Orders in Odoo 14 CRM? Odoo 14 is brought up with a new feature of adding Rental Orders. In the CRM module within the opportunity created one can see the button called ‘ New Rental’ with which one can add the particular product to create the rental orders, in short, it […]
Odoo CRM vs Zoho CRM Odoo CRM enables the salespeople to optimize their daily schedules and prioritize tasks to make sure that customers are not ignored and contacted on time. In fact, CRM allows the salespeople to spend more time with customers, which leads to more deals closed and build a stronger customer base. There […]
