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By: Anju A.P

How to Choose the Right CRM for Your Business?

Functional Crm

The degree of assistance and courtesy extended towards the customer patronize any business. An excellent Customer Service more than what we proclaim. To ensure the best customer service, there advocates a deeper level of understanding about the customer, their level of preference and business outlook. A robust business growth and expansion comes in handy with a strong relational tie between the company and its client. This urges the need for a CRM software application for efficiently managing the customer requirement and functionality.


Customer Relationship Management (CRM) software keenly focus on how a particular business interacts with their prospective customer. Initially, CRM was confined as a system for merely generating the client's information, However, today, CRM has a vast and crucial role to play. CRM acts as a gateway, how your business interacts with your customers. CRM uses technology to gather intelligence for providing improved support and service to its customers. In other words, CRM encompasses everything, right from meeting the requisites of present clients, identification of new prospects and generating higher profits in future. 

Choosing a right CRM becomes seamless if you have a better understanding and knowledge about your company, customer base, and company requirements. Most CRM software offers a basic package with contact management under a shared database. But the advanced features like sales tracking or opportunity tracking are delivered only through Odoo application software. Comparing to other CRM applications like SalesForce, Zoho, and Sugar CRM Odoo has a lot of unique features. If we consider Salesforce vs. Odoo, Odoo has advantage features like Price list, Quotation Templates, eSignature, Online Payment, Invoicing, Customer Portal, Shipper Integration, Leads Tracking, Social Network Integration etc. In the case of Zoho vs. Odoo, Odoo has advantage features like Pipeline management, Next Action, Multiple companies per contract, Pricelist, Quotation Templates, eSignature, Drag and Drop management etc.
With the implementation of Odoo CRM, the workload gets reduced to half. The moment you log into Odoo CRM Module, you are directed to the overview of ongoing performances, the activity of the next 7days and the performance of last month, giving you the overall idea of the company’s whereabouts. The user interface is really smooth with customizable search features, integrated communication tools supporting all international and Multilanguage features providing translations. Odoo CRM is also encrypted with website tools like easy drag and drop website facilities. Odoo CRM acts as a powerful tool in achieving the long-standing business goals. The great support to mobile phones and gadgets using the VoIP app makes it convenient to Call customers, manage call queue, log calls and schedule calls. Odoo offers a mobile app that let every business organize key sales activities from leads to quotes. In addition, email support gives a plethora for executing marketing campaigns among the customer base. Indeed, Odoo CRM is a powerful, yet easy-to-use app for building a strong customer relation network.

Some of the useful features of Odoo CRM includes

- Priorities the follow-up activities in the pipeline, thereby
    meeting the targets in an efficient way.  
- Kanban View tracks the sales stages in an easier format. 
- Enables to schedule meetings directly from the opportunity of the customer.
- Dashboard enabling quick access to information like ongoing and prior business activities.
- Triggers communication with customers via email, phone, chat, and social media.
- Indulge in lead promotions via sending auto-generated emails to customers. 
   Assign the delegates to follow the lead and later promotion.
- Analyzes the opportunities pipeline with advanced filters, grouping, drill down, etc.
- Score your leads based on explicit and implicit criteria and decide 
   which lead satisfies the benchmark to become an opportunity.
- Sets custom alerts for opportunities based on activities
- Analyzes opportunities lost and thereby improve sales efficiency.
- Detect countries, states and cities of leads automatically from your visitor IP address.
- Automate routine business activities.

If you need any assistance in odoo, we are online, please chat with us.


Neel Achary

Excellent Post. In fact CRM is inevitable for your business if you'd like to grow and enahance your productivity.




Anju A P

@Neel Achary, Thank you Sir, for your valuable feedback.




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