How effective is Odoo CRM for managing leads and sales?

In business it is always said that “Customer is the king”, whatever the business it always needs customer to buy that product or service. So it is important for businesses to maintain a good relationship with customers. And what else you can think of other than CRM or Customer Relationship Management software for a healthy relationship with your clients. CRM not only improves your connectivity with your existing clients but also helps you in finding new clients through leads generation.

Talking about CRM, Odoo is one such popular Open Source platform. Odoo has the edge over other software available in the market because of wide functionalities and customizability it offers. With the help of all kinds and sizes of businesses can manage their customers,leads and sales anywhere and at anytime. Odoo CRM is integrated with more than eight apps and plugins like invoicing, shipping, payments and many more.

Benefits of Odoo CRM for Sales and Leads

1. Lead Management

It is the ultimate reason for which businesses go for CRM. Odoo is no other exception for this. Odoo CRM offers below mentioned services for proper lead management.

a.) Lead Nurturing & Supervision= Send emails to grab clients for your business with automating campaigns.

b.) Online Acquisition= Acquire more leads online with more than 30 marketing apps provided by Odoo.

c.) Lead Assignment = Assign leads to efficient sales person or team to get it converted into successful sales.

d.) Lead Scoring= Assign scores to your lead according to the fulfillment of certain criteria (pages viewed, time, area) and decide which lead score needs to be converted to opportunity.

e.) Track source (URL and Geographical Location)= Track the source through which you got leads through UTM trackers. Locate the geographic location for the leads acquired with the help of visitor IP address.

2. Manage Opportunities

Opportunities can be termed as qualified sales lead. Odoo CRM helps track opportunities and helps sales team in converting it to sales by scheduling meeting and regular follow up with clients. Chances of loosing an opportunity with Odoo is very low but due to some reasons if you loose one it also keeps a record of it and allows to recover that in future.

3. Easy Communication

Odoo CRM lets you have easy and effective communication with your clients. You can send emails, have call through VoIP and chats. Odoo helps sales team to have regular follow ups with clients which then helps in maintaining a good relation with clients.

4. Dashboard

Dashboard of the software is very simple and easy to use. Details about all the opportunities is available on the dashboard itself. Systematic view of sales pipeline is available on dashboard.

5. Schedule Activities

“Schedule Activity” feature allows you to create and schedules various activities to be undertaken for carrying out sales. This feature gives status about all the activities that are late, pending or are to be undertaken. Odoo CRM helps in planning activities once the current activity is done. We can plan chain of activities to be performed.

6. Analysis and Reporting

You can track performance of your sales team with the help of various filters available in Odoo CRM. With the help of various analytical features even opportunities can be analyzed. Reports can be generated very easily as odoo allows data to be exported in excel sheet and can then be presented in pie, bar and line charts.

CRM is now very important and need of the hour for every business these days. CRM plays a crucial role in organizing sales activities of organization. Odoo has leveled up the efficiency of CRM software. Ultimately it can be said that one who improvises customer experience in his business stays in for a long period of time.

We at Braincrew Apps have successfully completed 500+ projects with 95% client success ratio. Our expertise lies in Turning the Odoo ideas of our clients into reality. Our team of expert developers are proficient enough in developing and implementing Odoo CRM for your business. So consult us today to have one for your business.

Email us at: sales@braincrewapps.com

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