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By: Antony Francis

Odoo 14 CRM

Functional 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 ERP will reinforce customer relationship management. To successfully sustain customer relationship management, Odoo 14 can be said to be the strongest ERP. In addition, Odoo CRM is a trustworthy concept for improving consumer relationships and thereby lowering costs and increasing both company competitiveness and profitability. Not only does a CRM program help to handle current clients, but also to attract new customers. It is a perfect platform for coordinating the business operations, automating the processes, and inspiring the team in alignment with the client before switching to Odoo CRM.


Why Odoo 14 CRM for your business 

    - For Contact Management 

    - For Lead Management 

    - For Sales Team Management 

    - For Interactive Reports 



Features of Odoo 14 CRM   

* Sales 
a) Advanced User Interface
b) Lessen data entry
c) Mobile
d) Presentable and large screen view
 
* Leads 
a) Leads developing
b) Leads importing
c) Geo IP
d) Deduplication
e) Call-to-actions
f) Lead Scoring
g) Online Acquisition
h) Live Chat
i) Assignation Rules
j) URL Trackers
 
* Opportunities
a) Management of Activities and calls 
b) Managing Pipeline
c) Stages can be customized
d) Plan Next Actions
e) Log Calls
f) Meetings can be scheduled
g) Revised configuration options
h) 360° Visibility
i) Lost reasons
 
* Efficiency in communication
a) Templates for email
b) Email gateways
c) Custom alerts
 
* Reporting
a) Dashboard
b) Analyzing opportunities
c) Cohort analysis
d)Analysis of leads
 
* Integrations
a) Sales
b) Inventory
c) Powerful API
d) Google docs
e) All sales channels
f) Marketing apps

Planning
Planning often needs to attain the right results and serves to provide the company process with power.
 
Users can control their sales activities from anywhere, at any time, if you are in Odoo. With Odoo, it is easier to view the data in real-time and to analyze it. There, one can conveniently prioritize and arrange tasks alone.

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Lead Management

Leads: a lead is a potential future contract. That can be achieved on the basis of the assumption that a consumer has called for a good. The lead will be produced by the system and leads by blogs, newsletters, and other forms of marketing activities can also be collected.

 

Lead section: You can see the whole lead throughout the list view on the lead page, which could also be converted to the Kanban view. There you can figure out various filters to narrow it down the leads in compliance with the particular criteria.


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To create a new lead we need to just click on the “Create” button.

Clicking on it we will get a new form of creating the lead.


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Converting lead

After creating a new lead we can convert it into a new opportunity by clicking on the “Convert to opportunity” button.


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It is also easy to manage the lost opportunities or won opportunities. We can mange the pipeline here.


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Here to move to another stage we can do easily by dragging and dropping to the next stage.

Here we can also rate the lead.

We can estimate the revenue.

The tag can be given.

We can schedule an activity here.

 

Management of Lost opportunities

There may be a probability of losing the chance, and for the correct business flow, it must definitely be dugout.

 

A) Marking the missed chance: pick a chance from your queue. There you can see a missed mark icon.


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B) Management and implementation of the lost reason: the setup then lost reasons for this collection and you can verify the lost reasons from there. Choices are also available to pick them, delete them, and make a new one.

 

C) Recovering the lost opportunity: according to it, one should check the missing possibilities and take decisions on acts such as sending emails, making input calls, etc.

 

Quotations Sending 

 

The next prompted action taken after the opportunity has won is to submit quotes to the client. This can be made relevant by Odoo v14.

 

Create a new quote:

 

Tap on CRM for Sales menu and My Quotation to generate a new quotation.

A “new quotation” can be seen here by clicking on any opportunity/lead. It would add up a new menu to handle the end user's quotation finally.


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Here we will get a new form.


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Having filled all the details we can send it by mail to the concerned person through mail, just need to click on the “Send by mail” button.

A quote can be submitted to the client in a Tap. You can find all their quotes under the Quotations Menu, based on a particular opportunity.




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