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 […]
Odoo vs Zoho CRM CRM is an approach to manage a company’s interaction with current and potential customers. When it comes to CRM application both Odoo and CRM equally stand still in terms of its functionality and extensibility. Being open-source solution both Odoo and Zoho offers high integration and customization possibilities to the customers. Odoo […]
Cybrosys Technologies via Odoo CRM helps you in getting more leads and closing them faster. Our knowledge base in Odoo CRM makes us self-sufficient in implementing solutions to every business hurdle you face in customer relation management path. Our strategic Odoo CRM applications help your business in boosting the sales and generating more revenue. Odoo […]
This video explains the sales team configuration in odoo 13. The sales team run a vital role in our day to day business operations. The efficient management of the sales team will lead to a successful business. Here comes the role of Odoo sales team and its functionality in the seamless execution of sales functions. […]
How to create lost reasons in odoo 13 CRM? 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. Opportunities may lose while […]