CRM is the most important tool required by all size companies. The Customer Relationship Management (CRM) software acknowledge an assembling to manage its relations with the customer in a structured manner. A CRM platform helps companies target different audiences, set scores, and alerts based on an individual lead or customer’s activity, proactively work with contacts and maintain relationships.
The CRM module in the ERP systems would also grant users to classify product lines to help figure out sales projections.
Odoo CRM is a small part of a larger highly unified concerted of ERP applications at your disposal.
CRM module includes the Various benefits below:
- CRM Reports/Sales pipeline
- Clarified collaboration
- Lead Management
- Handle all communication and intercommunication with prospects
- Automate data entry
- Sales forecasting
- Be reminded to follow up with prospects
- Employee tracking
- Organize contact data
- Make administrative tasks efficient
- Segment customers
- Scale your sales processes over time
- Ensure team communication is facilitated
Configuration:
Firstly, you need to configure CRM module in your database.
Multi teams feature
The multiple teams feature is amazing since it allows a single user to be a part of multiple teams. The CRM settings allow the configuration for this feature. It is an efficient addition that allows rule-based lead assignment.
To send Email and SMS
You will be able to directly send Emails and SMS to bulk of users from the pipeline of the CRM module.
Supplier Currency
In the Customer Form, Supplier Currency is now added in the Sales and Purchase tab. Along the help of this option now the currency considered will be used rather of the default currency for purchases from the current partner.
Forecast Report
Now you can create the sales forecast by dragging and dropping events between months. The deadline will automatically be updated to the last day of that month.
Rule Based Assignment
After click on the Rule Based Assignment checkbox, you can periodically assign leads based on rules
All sales teams will use this setting by default unless specified otherwise.
